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2024-04-25 08:10:00 ET Summary Global stock indices continued an upward trend in March, with both U.S. and non-U.S. stocks rising by 3%. Nvidia unveils groundbreaking Blackwell chip at GTC 2024, CEO predicts AI's influence will expand across all facets of life. Portfolio chang...
2024-04-25 06:52:41 ET Summary Nvidia is acquiring two Israeli startups to strengthen its position in the AI space. Meta Platforms disappointed investors with a lackluster revenue forecast for Q2. Rubrik, backed by Microsoft, priced its IPO above its indicated range. ...
2024-04-25 03:37:00 ET More on Nvidia Nvidia's Moat Remains Unchallenged Nvidia: No Reason For An AI Panic Nvidia Has Rarely Been Cheaper, Long-Term AI Trend Robust Nvidia confirms deal to acquire Israeli AI startup Run:ai Read the full article on S...
2024-04-25 03:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The Artisan Developing World Fund returned 11.09% for the quarter ended March 31, 202...
2024-04-24 23:05:32 ET Summary Nvidia faces emerging AI-specific competitors like Groq and Cerebras, challenging its market lead despite its strong GPU infrastructure and continuous development of AI-focused Tensor Cores. Upstart's focus on AI-specific chip efficiency might outper...
2024-04-24 17:30:49 ET Summary Meta Platforms, Inc.'s origin story sets it apart from other Silicon Valley companies, with its advertising engine being developed on Wall Street and by venture firms. Despite concerns about its valuation, Meta's strong stock performance and potentia...
2024-04-24 13:10:37 ET More on Intel Intel: No Good Reason To Turn Bullish Ahead Of Q1 Earnings Intel: Could Soar On Its AI Investments AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache S&P 500 stocks with the biggest estimated EPS increase ...
2024-04-24 12:41:22 ET Summary Micron Technology, Inc. is set to benefit from a U.S. government grant, which will boost its competitive stance in high-margin, high-demand areas such as AI applications. The company's recent developments in AI DRAM utilization and partnerships with ...
2024-04-24 11:59:13 ET More on S&P 500 Index: Advanced Durable Goods Shipments March 2024: Pushing Fed Further To Sideline The Soft Landing Narrative Reasserts Itself SP500: Sell The Rallies Nasdaq leads S&P, and Dow on Tesla bump Stock invest...
2024-04-24 11:50:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. Top relative contributors in Q1 included Taiwan Semiconductor Manufacturing Company, ...
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Stock markets worldwide are reaching record-breaking highs. This unprecedented rally, spanning from Tokyo to New York, has seen 14 of the world'...
2024-05-18 06:10:00 ET Nvidia (NASDAQ: NVDA) has been one of the hottest stocks on the market in recent months, and that's not surprising, as the company has played a critical role in the artificial intelligence (AI) revolution. Companies in the race to develop and deploy AI app...
2024-05-18 05:48:00 ET Interest in artificial intelligence (AI) has skyrocketed since the start of 2023, with the launch of OpenAI's ChatGPT kicking off a boom in the industry. As a result, many tech stocks have enjoyed significant gains over the last 12 months as investors have grown bulli...