The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $49.5 billion by market cap, the company provides trading, clearing, exchange tec…
Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Just as inference and agentic AI are rapidly becoming the next steps of the AI revolution, physical AI's day in the spotlight is also edging closer. In fact, one study by consulting firm PwC predicts that the physical A…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market. Gold stood out as a bright spot in 2024, deliveri…
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…
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Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Lisata Therapeutics Inc (NASDAQ:LSTA, FRA:8NE) has agreed to be acquired by privately held Kuva Labs Inc. for $4 per share in cash, plus a contingent value right worth up to an additional $3.00 per share tied to drug de…
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
AI vendors promote their enterprise products as if they’re turnkey solutions, but the chances are low that AI agents will hit the ground running right away. Unless you put in the effort to train a model on the specifics…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…