AI
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Micron vs. Nvidia: Wall Street’s New AI Darling Has Soared 18-Fold Since ChatGPT
Key takeaways Micron shares have surged more than 1,800% since ChatGPT’s launch in November 2022, outperforming Nvidia over the same…
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The AI trade powers on, as luxury stocks surge
Key takeaways ASML eases fears about sustainability of AI trade The two-tier AI trade The US’s Goldilocks moment China growth…
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TSMC Shows That Companies Are Still Investing Billions in AI
TSMC is once again providing investors with evidence that the artificial intelligence boom still has strong foundations. The Taiwanese semiconductor…
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Louis Roche: The Entrepreneur Building Octalas One Company at a Time
In a startup landscape often defined by billion-dollar funding rounds, rapid hiring and headline valuations, Louis Roche has taken a…
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Meta Flex Its Own AI Chips Muscles. Is the Era of Full Dependence on NVIDIA Slowly Coming to an End?
Meta is once again attracting market attention, this time not because of another artificial intelligence model, but because of a…
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Apollo Global warns on AI – Has the market become too optimistic?
Key takeaways Apollo argues that the market may be overly optimistic about the pace of AI monetization, with consensus expecting…
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Another poker play by Michael Burry
Michael Burry, the investor known for correctly betting against the U.S. housing market ahead of the 2008 crisis, has revealed…
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AI boom fuels inflation fears, complicating Fed’s next rate move
Federal Reserve officials were split last month on whether to increase interest rates or keep them steady, with many seeing…
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Octalas Expert AI: AI Software Platform Transforming SaaS, Automation & Enterprise Intelligence
Octalas Expert AI: A New Generation of AI Software Infrastructure The rapid evolution of artificial intelligence is reshaping how businesses…
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Huge SK Hynix sell-off. Has the AI bubble just burst? A bargain or a return to reality?
The rise in stock prices on the exchanges, driven by artificial intelligence, resembled an uncompromising, hands-off ride on the world’s…
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