Shares of Oklo (NYSE: OKLO) soared last month as the Sam Altman-backed nuclear energy company benefited from two news events.

William von Mueffling’s 13F portfolio value increased to $16.55B. Check out the holdings of Cantillon Capital Management ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

American President Donald Trump signed an executive order on Monday to create a U.S. Sovereign Wealth Fund, which could ...

Nvidia - whose market capitalization dropped by $600 billion in a single day on the emergence of the Chinese AI chatbot DeepSeek - is actually going to be a beneficiary of the new service, according ...

AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how ...

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of ...

News from China upset U.S. markets this week and disrupted the frenzy that had built up around artificial intelligence. A company called DeepSeek announced that it had developed a large language model ...

It's Christmas in February for AI investors. Last night Alphabet (Nasdaq: GOOGL) reported earnings and investors weren't ...

US-China showdown has reached a critical point, with tensions escalating over trade policies and technology disputes. The focus now is on a potential TikTok-for-tariffs deal, where the future of ...

Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our ...

The bullish camp — tagged under JPMorgan's DeepSeek Positive Impact — is a who's who of AI titans and cloud leaders. Alphabet ...