Business ❯ Finance ❯ Investment Strategies ❯ Hedge Funds

Stock Picks

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Multi-year compute commitments are propelling the buildout despite rising concerns over customer concentration and supply constraints.

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Dominion and Duke Land on Dividend List as Analysts Lift Price Targets

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

AI Momentum Lifts Google Cloud and Alphabet’s Outlook as Nvidia Leads, AMD Makes Inroads

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds