Whale Rock Capital Management, led by Alex Sacerdote, quietly acquired five niche technology stocks in Q1 2026, focusing on AI infrastructure rather than headline names like Nvidia or Microsoft. These include companies specializing in semiconductor tools, network test equipment, and DevOps platforms, reflecting Whale Rock's strategy of investing early in foundational tech enabling AI growth. This approach has delivered strong returns, with Whale Rock posting 54% gains in 2024 by anticipating tech shifts ahead of the market. The firm's latest buys signal confidence in the ongoing expansion of AI-related infrastructure and semiconductor manufacturing over the coming years.
A report by Global Witness reveals that conflict minerals, specifically coltan from the Democratic Republic of the Congo, have infiltrated the supply chains of major tech companies including NVIDIA and Microsoft. Coltan, essential for electronics cap...
Nvidia has appointed Bruce Andrews, a seasoned Washington lobbyist and former Intel government affairs head, as Chief External Affairs Officer to manage its relations with US policymakers amid tightening export controls on AI chips to China. This mov...
The Dan Ives Wedbush AI Revolution ETF (IVES) has delivered a 17% gain year-to-date as of June 9, 2026, outperforming the S&P 500's 8% gain despite a recent 11% drop in one week. The fund's concentrated portfolio focuses on leading AI infrastructure ...
Invesco offers two ETFs tracking the Nasdaq-100: QQQ and the cheaper QQQM. Both hold the same stocks and track the same index, but QQQM charges a lower fee of 0.15% compared to QQQ's 0.18%. Over time, this fee difference can add up to significant sav...
NVIDIA announced its 2026 Annual Meeting of Stockholders will be held virtually on June 24 at 9 a.m. PT. Stockholders can participate online using a control number to vote and ask questions, while non-stockholders may attend as guests by registering ...
