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| Title | Published |
|---|---|
Billionaire Bill Ackman Trimmed This Big Tech Position to Back These 2 AI Contenders The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms. | about 2 hours ago |
Anthropic Locks Down $517 Billion in Compute Ahead of IPO — and It’s Still Not Enough Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet. | about 4 hours ago |
UPS Cut Amazon Volumes on Purpose. The Margin Data Says It Worked. Sometimes, the tough choice in the short run is the smart one in the long run. | about 4 hours ago |
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash? Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash? | about 5 hours ago |
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash? September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […] | about 5 hours ago |
Oklo vs. NuScale vs. TMC: 3 Speculative Bets, Ranked By Which One Pays Off First. If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC. | about 6 hours ago |
Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla | about 8 hours ago |
Billionaire Bill Ackman Trimmed This Big Tech Position to Back These 2 AI Contenders
The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.
Anthropic Locks Down $517 Billion in Compute Ahead of IPO — and It’s Still Not Enough
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
UPS Cut Amazon Volumes on Purpose. The Margin Data Says It Worked.
Sometimes, the tough choice in the short run is the smart one in the long run.
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash?
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash?
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash?
September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […]
Oklo vs. NuScale vs. TMC: 3 Speculative Bets, Ranked By Which One Pays Off First.
If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.
Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla
Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla