Small companies rising quickly to rival Big Tech as AI ‘s best trade
Artificial intelligence is no longer a narrow technology trade. It is reshaping energy markets, infrastructure spending, and portfolio construction. Investors…
Tag: Tech
China’s tech bet fall short of filling property hole, report says
A tower crane stands above residential buildings in an urban district in the afternoon light, on January 9, 2026, in…
Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about to buy…
A U.S-China trade truce means more localized tech. How to play it
As the U.S. and China settle into an uneasy one-year truce, the takeaway for investors is that each country will…
Hot tech stock ETFs are sitting on big gains. Is it time to sell?
Artificial intelligence has become one of the biggest investment stories in the market, helping drive a surge of assets into…
Bitcoin falls below $95,000 amid tech sell-off, bounces off lows on Friday
Representation of Bitcoin cryptocurrency in this illustration taken Sept. 10, 2025. Dado Ruvic | Reuters Bitcoin dipped below $95,000 on…
Investor Ron Baron says tech selloff an opportunity, won’t sell own Tesla stake
Billionaire investor Ron Baron isn’t flinching during the latest tech selloff, and he’s certainly not touching his own Tesla shares,…
AI, Big Tech bull case despite Nasdaq’s worst week since April
State Street is reiterating its bullish stance on the artificial intelligence trade despite the Nasdaq’s worst week since April. According…
Altimeter’s Brad Gerstner says market pullback is healthy, sees no bubble in tech
Altimeter Capital founder and CEO Brad Gerstner said Friday the recent pullback in technology shares is a healthy correction after…
China to bolster consumption, tech development as U.S. tensions simmer
Pictured here is the Great Hall of the People in Beijing, China, ahead of the 76th anniversary of the founding…