Nvidia remains the company best positioned to benefit from the continuing AI infrastructure buildout. Alphabet’s search and cloud growth are being driven by AI. Microsoft’s close relationship with OpenAI positions it to... Read more »
Crypto market participants may be underestimating how aggressive the US Federal Reserve will be in shifting its policy direction, according to an economist. “Markets are underpricing the likelihood of rapid rate cuts... Read more »
At a press conference today, Nvidia (NVDA) CEO Jensen Huang once again took the opportunity to heap praise on foundry giant Taiwan Semiconductor (TSM). “They are a world-class foundry and support customers... Read more »
Key points: Bitcoin fails to close above $117,200, opening the door to support retests. A giant $4.9 trillion options expiry event adds further friction for Bitcoin bulls on Friday. Order-book liquidity shows... Read more »
Michael Nagle / Bloomberg / Getty Images Shares of Netskope surged Friday, extending gains after making their debut on the Nasdaq Thursday. The cybersecurity firm sold 47.8 million shares at $19 each... Read more »