Mar Vistaâs U.S. Quality strategy returned +12.40% net-of-fees in the second quarter of 2025...
Continue ReadingAfter a 67% surge, Nvidia reclaims its crown--and bulls say this is just the beginning...
Continue ReadingAES stock jumps on reports of potential takeover interest. Solar, wind utilities to lose renewable tax cuts...
Continue ReadingApple (AAPL) risks falling behind in the AI race and acquiring Perplexity AI could be the catalyst n...
Continue ReadingMicrosoft’s layoffs will not halt the stock’s uptrend...
Continue ReadingApple is fresh out of luck. The iPhone maker must act fast to capitalize on artificial intelligence before it’s too late—an acquisition could be the answer. While hyperscalers like Alphabet Amazon.com and Meta Platforms have seized the opportunity to monetize AI, which the firm dubs “the biggest tech trend in the last 50 years,” Apple remains sidelined, “watching this 4th Industrial Revolution race go by at 100 miles an hour.”...
Continue ReadingNews of the day for July 9, 2025...
Continue ReadingSAN FRANCISCO (Reuters) -The number of customers that use Arm-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas, chip technology maker Arm has been working to expand its business into the PC market and has made substantial gains selling its architecture for data center chips as well. Like other chip companies, Arm has benefitted from the frenzy around generative artificial intelligence computing and said a significant portion of its data center growth is due to AI...
Continue ReadingMSFT surges ahead in AI and cloud, with $13B in AI revenue, Copilot adoption, and $80B in infrastructure fueling growth...
Continue ReadingGOOGL bets big on AI and cloud as it expands Google Cloud's reach with NVIDIA-backed tools and global enterprise deals...
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