In the second quarter, family offices increased their stock allocations from 34% to 37%, driven by bullishness on AI and equities despite market bubble concerns. This shift was largely due to market gains, with the S&P 500 rising about 15%, rather than active trading. Meanwhile, allocations to private markets, including real estate, private equity, and private credit, fell by 3 percentage points, mainly due to markdowns in private credit fund valuations. Family offices are maintaining higher stock exposure, signaling a long-term positive outlook on public equities, with top holdings in Microsoft, Amazon, Alphabet, Apple, and Nvidia. Looking ahead, interest rates and bond markets will be key areas to watch.
Over 100 leading tech companies, including OpenAI, Google, Microsoft, and cybersecurity firms like Crowdstrike, have signed an open letter calling for joint efforts between private and public sectors to combat increasing AI-enabled cyber threats. The...
Dan Ives highlighted six AI stocks—Microsoft, Alphabet, Amazon, Palantir, CrowdStrike, and NVIDIA—as leaders in the next AI growth phase during a CNBC broadcast. All these stocks were already held in his Dan Ives Wedbush AI Revolution ETF, but this w...
Nvidia is enhancing its hardware support for Chinese AI models like DeepSeek and Alibaba's Qwen to stay competitive against domestic chipmakers and maintain its lead in AI infrastructure. This move comes as US lawmakers grow concerned about the risin...
Apple posted its best June quarter ever with strong iPhone 17 sales and $109.42 billion revenue, but faces supply constraints and one-time tariff benefits. Microsoft reported $90.01 billion revenue with Azure growing 43% and a massive $678 billion co...
Palo Alto Networks CEO Nikesh Arora predicts a collapse in most AI cloud companies once GPU scarcity ends but identifies Nebius as a rare 'neoscaler' with durable advantages. Nebius boasts $575 million in AI cloud revenue, a 50% adjusted EBITDA margi...
