Jim Simons' Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Jim Cramer Recommends Microsoft, Praises American Water Works For Being 'Consistent'
Broadcom Inc. (AVGO) Positioned for 2025 Recovery Amid Semiconductor Market Selloff, Says Citi
Express News | Form 13f report shows that Deutsche Bank increased its shareholding in Apple, Broadcom, Meta Platforms, Tesla, and other stocks in the third quarter. They decreased their shareholding in Nvidia, Google C, Merck Pharmaceuticals, Bank of America, and other
Top 10 Market-cap Stocks on Wall Street Ranked by SA Quant Metrics
Check Out What Whales Are Doing With AVGO
Nutanix Catalysts Include HCI Growth, VMware Market Share Shift, And AI Demand: Analyst
Nvidia Stock Slips. Why Missing Earnings Expectations Wouldn't Be a Disaster. -- Barrons.com
3 Reasons Broadcom Stock Is a Buy: Beyond the 81% Jump in a Year
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips. -- Barrons.com
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
Broadcom Inc. (AVGO) Falls More Steeply Than Broader Market: What Investors Need to Know
Broadcom Options Spot-On: On November 12th, 130.73K Contracts Were Traded, With 2.12 Million Open Interest
On November 12th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 130.73K options for the day, of which put options accounted for 38.96% of the total transactions,
Significant Portfolio Shifts in Ronald Muhlenkamp's Q3 2024 13F Filing Highlighted by Broadcom Exit
Broadcom (AVGO) Q4 & FY 2024 Results Schedule: GuruFocus Value and Potential Price Movement
10 Information Technology Stocks Whale Activity In Today's Session
Will the chip stocks that lead the US stock market into a bull market soon see a new round of 'crazy bull run'?
After Citibank encountered a sell-off in chip stocks, it's almost time to buy chip stocks again.
Wells Fargo's 'Focus List' – GOOGL, TJX, XOM, JPM