Whale Rock Capital Management, led by Alex Sacerdote, reported another strong quarter driven by its unique investment mix, notably in AI-related stocks. Alphabet remains its top holding, benefiting from AI dominance and Berkshire Hathaway's increased stake. The fund trimmed some high-flyers like Sandisk and Corning but added Advanced Energy Industries, a mid-cap firm focused on power equipment essential for grid modernization amid AI expansion. This move highlights Whale Rock's strategic positioning in the evolving AI infrastructure space, suggesting continued strong performance ahead.
Nvidia's recent earnings reveal an unusual trend: older GPUs like the three-year-old A100 and the newer H100 are increasing in rental price due to soaring AI infrastructure demand. This contradicts the typical semiconductor cycle where older chips de...
The Schwab U.S. Large-Cap Growth ETF (SCHG) appears diversified with 197 stocks but is actually heavily concentrated, with its top 10 holdings—mainly mega-cap tech giants like NVIDIA, Apple, and Microsoft—making up 59% of the portfolio. This concentr...
Nvidia delivered an outstanding Q1 with an 85% sales surge and high profit margins, fueling its lead in AI data center technology despite a slight stock dip. Meanwhile, Alphabet unveiled advanced TPU chips that could disrupt the AI chip market by off...
Google unveiled new AI-powered advertising and shopping tools at its 2026 Marketing Live event, including conversational AI ads and native checkout via Google Pay. Bank of America analysts say these innovations could accelerate search monetization by...
Intuitive Surgical's da Vinci 5 surgical robot, powered by advanced AI computing from NVIDIA, exemplifies rapid progress in robotics and quantum computing. Three ETFs—Defiance Quantum (QTUM), Global X Robotics & AI (BOTZ), and ROBO Global Robotics & ...
