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Stock Pickers Reel as AI Trade Leaves Just 1 in 4 Beating Market
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Stock Pickers Reel as AI Trade Leaves Just 1 in 4 Beating Market

Bloomberg.com·Alexandra Semenova·18 days ago
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Active managers who briefly looked like they might finally have their moment earlier this year are once again confronting a familiar problem: a market rally driven by a tiny group of tech megacaps that diversified portfolios simply can’t keep up with.

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AI Chipmaker Cerebras Expects to Price Its IPO at $185 Per Share
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AI Chipmaker Cerebras Expects to Price Its IPO at $185 Per Share

Cerebras Systems Inc. expects to price its US initial public offering at $185 per share, according to people familiar with the matter, as the artificial intelligence chipmaker seizes on the surging demand for semiconductors.

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AI Wins Have Alphabet Poised to Become World’s Biggest Company
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AI Wins Have Alphabet Poised to Become World’s Biggest Company

Bloomberg.com·Ryan Vlastelica·22 days ago
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Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp.…

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US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand
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US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd.…

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AMD Earnings Need to Justify Rally After Best Month in 25 Years
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AMD Earnings Need to Justify Rally After Best Month in 25 Years

Bloomberg.com·Ryan Vlastelica·27 days ago
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Advanced Micro Devices Inc. is coming off its best month in the stock market since the dot-com era, and with the chipmaker’s first-quarter earnings due after the bell, investors will get a chance to see whether its shares have gotten ahead of its…

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