Appaloosa's billionaire boss reversed course in the second quarter by becoming a big-time buyer of Nvidia stock and a seller of the hottest AI-networking company.
OpenAI, a leader in artificial intelligence research and development, has openly acknowledged significant challenges related to the supply of Graphics Processing Units (GPUs). While the company has indeed faced and continues to grapple with GPU shortages, impacting the rollout and accessibility of its advanced AI models, it is simultaneously implementing
Sam Altman says AI spend will be “trillions” … he also says that some will get “burned” … bull/bear cases on AI… how to thread the needle with Luke Lango and Eric Fry
Hedge funds boosted holdings in leading tech firms in Q2 2025, including Apple, Amazon, Nvidia, Microsoft, Meta, Alphabet, Tesla, and Broadcom. SPY was top ETF pick. Strategists note concentrated interest in these firms drives broader market behavior.
When it comes to Arista Networks and Broadcom, what's good for the goose is good for the gander. ANET's big Q2 beats are sending strong signals Broadcom's way.
Curious about the top performers within the S&P500 index in the middle of the day on Friday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
The global economic landscape is currently grappling with a significant escalation in trade tensions, as the United States, under President Donald Trump, has extended tariffs on a vast array of Chinese goods and imposed new duties on key trading partners including Brazil, the European Union, and India. This aggressive trade
Arista Networks' strong earnings and raised forecast show its essential role in building the high-speed networking superhighways for the AI revolution.
