Emerging-market stocks are rallying as investors rotate from semiconductor giants like Taiwan Semiconductor and Samsung Electronics into smaller Asian data center infrastructure suppliers, with the MS…
Leopold Aschenbrenner's Situational Awareness LP, a hedge fund he grew from $225 million to about $45 billion, lost most of its value in about four weeks in July 2026 after a 439% net return in the fi…
David Tepper's Appaloosa Management trimmed its AI memory-chip positions and boosted holdings in megacap tech giants, according to its latest 13F filing. The hedge fund, which posted 32% gross returns…
Stock market losses led by Nasdaq and AI stocks dominated the weekly review, with Goldman, GE, Taiwan Semi, and IBM in focus.…
Surging AI demand has left data center capacity 'tapped out,' even with clients willing to pay double, according to Christopher Versace, CIO of Tematica Research. Versace distinguishes the current boo…