Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...
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Sky-high stock valuations, super-concentrated markets and the US government’s enormous interest bill — here are the charts ...
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Major technology companies are expected to ramp up their spending in 2025 as they continue to build out AI infrastructure.
Artificial Intelligence (AI) has clearly been the dominant investment theme of 2024 and is the next major technology wave.
Investment strategist Shay Boloor has identified five standout stocks he believes will dominate market conversations in 2025 ...
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Baron Funds, an investment management company ... we believe that they will better set expectations moving forward. Chart is ...
At quarter-end, the IT sector represented 39% of the portfolio, about three percentage points above the growth version of our ...
SoundHound (SOUN) stock price has moved sideways in the past few months as the momentum it had a few months ago has faded. It ...