In what may become a defining moment for the semiconductor industry, Samsung has announced the creation of an “AI Megafactory ...

The artificial intelligence revolution is creating winners across chips, software, and cloud infrastructure, and this single ...

Global supply chains are staggeringly complex, comprising thousands of vendors, hundreds of distribution centers, and ...

Uber posted second quarter revenue of $12.65bn, which was up 18% year-on-year and was ahead of forecasts of $12.48bn. EPS of $0.63 was in line with expectations, with adjusted earnings before interest ...

Palantir has filed a lawsuit in Manhattan federal court accusing two former senior engineers of taking what the company calls ...

NVIDIA, Microsoft, Alphabet, AMD, Palantir. Revenue data, analyst ratings, price targets for AI chip and cloud investments.

Billionaire Stanley Druckenmiller sold his Nvidia and Palantir positions over valuation concerns, choosing Microsoft as his ...

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, ...

Nvidia has become the first company in history to surpass a $5 trillion market capitalization. This marks another milestone ...

Druckenmiller was quick to see the growth opportunities for Nvidia and Palantir. Valuation concerns ultimately led him to ...

In the past year, Nvidia stock has advanced 45%, bringing its market value to $5 trillion. More impressive, Palantir ...

At the Nvidia GTC conference in Washington, Palantir Technologies announced the integration of Nvidia's artificial intelligence (AI) chips and software into its AI Platform (AIP). The collaboration ...