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Companies like Nvidia (NVDA), the fund's biggest holding, have "a decent amount of cash on their balance sheet, which allows them to be less susceptible to any sudden drops in demand," Sivaraman told ...
Giroux also has a portfolio underweight to Nvidia (NVDA) on concerns about growth in the company's Blackwell 200 chipset sales. Instead, he favors Advance Micro Devices (AMD) because the thinks it ...
It's surely no surprise that a lot of companies at NAB are talking about including AI or Gen AI in the latest product releases. The challenge is to find companies whose AI implementations are driving ...
State-linked funds stepped in to rescue Chinese stocks this week as the battle with the US intensified. But it’s an expensive ...
Stocks like TARC, Bharti Hexacom, Infosys, Aurobindo Pharma, Bharat Heavy Electricals, Bank of India, Tata Steel, Sanofi ...
Learn more about whether AvePoint, Inc. or UiPath Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.
QKS Group, a premier market intelligence and advisory firm, has released its latest in-depth analysis of the global Data Governance Market, signalling a strong growth phase ahead. The new reports - ...
With Donald Trump still engaged in a trade war with China and tariff hikes for the rest of the world on hold for the next 90 ...
The most important commercial highlights to point out are the first trades in nickel sulfate and lithium carbonate futures during Q1, including the world's first trade of a non-Chinese U.S. dollar ...
The ClearBridge Growth Strategy underperformed its Russell Midcap Growth Index benchmark in the first quarter. Read more here.