News

Hochtief: Unexpected Opportunity For AI Investment
Hochtief's 19.6% ROIC and 60% net income CAGR highlight strong management and growth, especially in AI and data center ...
Scale AI’s Wang Brings to Meta Knowledge of What Everyone Else is Doing
Scale AI co-founder Alexandr Wang is such an enthusiastic networker that his former roommate — OpenAI Chief Executive Officer Sam Altman — once jokingly told him to tone it down a bit.
This five-star fund manager says even smart investors have been missing the greatest theme of our time
The news these days is distracting even for Wall Street's best, like Alger Funds' star stock picker and portfolio manager Patrick Kelly, who kept watch on Iran-Israel headlines while sharing secrets ...
SMH: Chips Are Still Hot And Owning The Sector Could Outperform The Market Again
Risks include sector concentration, geopolitical tensions, and potential CapEx slowdowns, but projected earnings growth for ...