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Global equity funds saw record inflows as investors heavily bought tech stocks, encouraged by strong results from Microsoft and Amazon, which offset concerns from Alphabet and Tesla's negative cash f…
WS Amati fund's Q2 letter highlights AI-driven market enthusiasm boosting semiconductor and chip firms, while software firms like Autodesk face skepticism despite long-term growth potential from AI i…
ARK Invest increased its position in Alphabet ahead of strong earnings expectations driven by ad demand and Google Cloud growth, signaling investor confidence despite recent market pullbacks in growt…
Rising AI adoption drives massive data center investments, benefiting major tech stocks like Google, Microsoft, Amazon, and Meta. ETFs are favored over single stocks due to volatility, with AI seen a…