We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...

Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones ...

The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner ...

Global investors staged a broad selloff in technology stocks on Monday, wiping out a staggering $593B in market value from ...

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...

Meta Platforms CEO Mark Zuckerberg revealed plans to build a massive artificial intelligence data center, but Nvidia dipped ...

One consequence of Russia’s invasion of Ukraine has been the unwinding and eventual sale of Yandex, the “Google of Russia.” ...