Discover our 3Q 2025 Co-Investor Letter insights on AI investment strategy, market dynamics, and strong portfolio performance ...

Ben Bajarin, CEO Creative Strategies, joins 'Closing Bell Overtime' to talk where Google and Nvidia are competing and where they aren't when it comes to AI chips.

Nvidia has dominated the artificial intelligence (AI) hardware market, but there are new competitors on the horizon.

As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between ...

I anticipate Nvidia (NVDA) and the broader AI trade will falter in 2026 due to capex cuts, leading to a 10%+ market ...

Ubisoft has unveiled its new prototype AI game which has voice-controlled AI teammates that is now in the playtest.

Steady payroll growth combined with rising unemployment offers a rare and confusing combination that, as it happens, ...

Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap earnings announcement. In today’s markets, emotion and narrative drive short term mo ...

The company sustained its streak of record revenue growth in Q3, propelled by massive AI infrastructure investments from ...

Adobe moves to buy Semrush in a $1.9 billion all-cash deal, aiming to boost brand visibility across traditional search, LLMs, ...