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American Century Investments highlighted Netflix as a quarterly performance detractor following weak guidance, rising content costs, and a key executive departure. Hedge fund ownership fell from 144 …
Nvidia disclosed roughly $99 billion in equity investments, including stakes in Intel and CoreWeave. While the strategy accelerates its AI ecosystem and deepens customer moats, analysts warn of circu…
Billionaire hedge funds heavily accumulated data center infrastructure plays Vertiv and Equinix in Q2. Surging AI power and cooling demands, driven by Nvidia's transition to 800V direct current archi…
Bridgewater Associates reduced its Nvidia stake by 18% in Q2 while boosting power producer Vistra by 116%. The move highlights an emerging rotation toward AI energy bottlenecks, though broader hedge …