ARK Invest's Cathie Wood has aggressively added to her position in Broadcom (AVGO) this month, signaling strong conviction in the chipmaker's AI and datacenter prospects despite recent share price weakness, as analysts also turn bullish on the stock's long-term trajectory.
As XRP hovers around $2, a stark divide emerges between institutional and algorithmic forecasts for its 2026 value. Standard Chartered's bullish $8 target contrasts with more cautious AI projections, with the outcome likely hinging on ETF inflows, regulatory clarity, and real-world adoption.
As tech giants design their own AI processors, Broadcom's design expertise and TSMC's manufacturing might are creating a lucrative second front in the semiconductor boom, diversifying the winners beyond the GPU market leader.
Global commodity markets opened the new week and month deep in negative territory, with the energy sector plummeting an average of 7.3% and grains facing headwinds from shifting trade flows and seasonal pressures.
Wall Street's top analysts made waves Monday with revised ratings on key stocks, highlighting a growing divergence in tech and retail outlooks as earnings season approaches.
While Apis Capital's flagship fund posted stellar 2025 returns, its latest investor letter spotlights the ongoing divergence of opinion on AI pure-plays like C3.ai, where heavy investment needs clash with market expectations for profitability.
Russia's premier cryptocurrency miner, BitRiver, faces insolvency proceedings as its CEO is placed under house arrest, marking a dramatic fall for a firm already crippled by international sanctions and mounting legal disputes.
Nvidia's reported plan for a massive $100 billion investment in OpenAI is encountering significant internal resistance, according to a Wall Street Journal report, casting doubt on one of the most anticipated partnerships in the AI arms race and unsettling markets.
CFOs are no longer just funders of AI experiments but central architects of its enterprise-wide deployment, navigating a critical shift from promise to production.
Rosenblatt Securities raised its rating on cybersecurity firm Fortinet ahead of its Q4 earnings, citing a favorable hardware refresh cycle, effective sales strategies, and supportive tax incentives as key growth drivers.
Amphenol Corporation (NYSE: APH), a key player in electronic connectors, received concurrent price target increases from Seaport Research and Citi. While analysts highlight growth potential, the stock's post-earnings dip underscores a cautious market stance toward the company's traditionally conservative guidance.
Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.
TD Cowen reaffirms its Buy rating on Dynatrace (DT) while adjusting its price target, anticipating stronger-than-expected performance driven by its new AI-powered observability platform, Dynatrace Intelligence.
The renewable energy firm's latest quarterly results, described as a 'beat and raise,' have prompted major banks to lift their valuations, signaling strong confidence in its growth trajectory within the clean energy sector.
The International Monetary Fund projects average growth in sub-Saharan Africa at 4.6% for the year, edging ahead of Asia's 4.1%, signaling a potential turning point driven by demographics but tempered by significant investment challenges.
Africa's largest conglomerate secures a strategic gas supply agreement with Nigeria's state oil firm, a key move supporting national ambitions to leverage vast gas reserves for industrial growth and investment.
Africa's used vehicle market is on track to expand at nearly 7% annually, approaching a $200 billion valuation by 2033, as demand for affordable personal transport surges across the continent.
As Pzena Investment Management's latest commentary highlights a challenging quarter for value strategies, one of its holdings, freight giant Knight-Swift, comes into focus. We examine the investment case for KNX amidst shifting economic currents and a market dominated by AI hype.
As housing costs squeeze employees nationwide, a new wave of benefits is emerging. Fintech startup Oro has raised $3 million to help employers offer housing assistance, signaling a major shift in corporate wellness strategies.
Hilton is deepening its investment in Utah's premier Deer Valley Resort with a new Waldorf Astoria hotel and branded residences, signaling a major push into high-end, experience-driven mountain hospitality as competition for affluent travelers intensifies.
