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Alger's Q2 2026 letter highlights a 15.2% S&P 500 rally driven by AI optimism and a US-Iran ceasefire, while a hawkish Fed and falling energy prices tempered gains. Silicon Motion (SIMO) was a top co…
Alger's Q2 2026 letter highlights a strong S&P 500 rebound driven by AI optimism and Iran ceasefire, while flagging Planet Fitness's guidance cuts, CFO departure, and weak membership growth as fund d…
Alger's Q2 2026 letter highlights S&P 500's 15.2% rally driven by AI optimism and US-Iran ceasefire. DigitalOcean (not in tracked symbols) praised for AI-driven cloud growth, raising 2026-2027 guidan…
Fund letter discusses Q2 2026 rebound in US equities (S&P 500 +15.2%) driven by AI optimism and Iran ceasefire, while highlighting Insmed (INSM) as a performance detractor due to Brinsupri launch con…
Alphabet successfully raised capital for AI expansion despite broader market declines. Meanwhile, the S&P 500 fell amid escalating Middle East tensions and concerns over liquidity in the private equi…
Amazon partners with OpenAI in a multi-year deal committing up to $50 billion to expand AI capabilities via AWS, highlighting strong growth but increased capital expenditure and near-term financial r…
NVIDIA leads AI-driven market growth with strong earnings forecast as semiconductor demand soars amid expanding hyperscaler investments and AI infrastructure spending.
Bill Gates withdrew from India's AI Summit amid Epstein-related scrutiny, overshadowing the event where over $200 billion in AI investments were pledged. Despite organisational issues, India showcase…
Microsoft and Alphabet reported strong earnings with double-beats and robust cloud growth, but investor concerns about high CapEx and slowing Azure growth pressured stocks, especially MSFT. Both show…
Alphabet and Amazon posted strong underlying business results but shares fell sharply due to massive capital expenditure plans on AI capacity in 2026, dragging down tech stocks amid ongoing market ca…
Google’s massive $185 billion AI capex plan triggers a sharp 3% premarket stock drop amid a broader tech selloff worsened by chipmaker declines and investor concerns over escalating AI costs.
Alphabet reported stronger-than-expected Q4 profits and detailed an impressive $175-185 billion 2026 capital plan focused on AI and data centers, driving significant growth in Google Cloud and core s…
Alphabet beat earnings estimates with strong revenue and AI progress, but the market reacted negatively to surging 2026 capital expenditures, pressuring short-term margins despite solid long-term gro…
Alphabet shocked markets by announcing $175-$185 billion capex for AI, causing share volatility and a sharp after-hours drop. Nvidia gained on AI optimism while broader Asian markets and precious met…
Alphabet (GOOGL) beat Q4 earnings and revenue estimates with strong cloud and search ad growth but trades lower due to massive increased AI-related capital expenditures raising caution.
Alphabet beat Q4 revenue and EPS expectations driven by strong Google Cloud and Search revenues despite higher capex and a YouTube miss. The company is investing aggressively in AI technologies, sign…
Alphabet reported strong Q4 revenue growth and AI-driven momentum but shares fell due to a higher-than-expected 2026 capex increase far above analyst forecasts.
Nvidia prepares earnings amid massive AI investments including $30B in OpenAI, while facing US lawmaker probe over potential China AI assistance raising export control concerns.
OpenAI's CEO Sam Altman seeks $50 billion funding from Middle East investors, benefiting Microsoft due to their partnership with OpenAI.
OpenAI prepares a 10% employee stock grant pool valued at $500 billion, with talks to raise funds at a $750 billion valuation, signaling strong growth and investor confidence.