Heavy Investment Sustains NVIDIA’s (NVDA) AI Leadership
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded...
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The AI investment boom won't last forever, Goldman Sachs chief economist Jan Hatzius warns
A reality check on AI spending from Goldman Sachs.
Billionaire Stanley Druckenmiller Has Sold Micron, Broadcom, and Intel. Here's the Biggest AI Chip Designer Left in His Portfolio.
The famous investment manager is concentrating his AI chip bets on just a few names.