To The Moon

Nvidia was falling early on Tuesday as stocks exposed to the artificial-intelligence trend continued to suffer. However, analysts at UBS are dismissing fears of a bubble popping.Nvidia shares were down 0.5% at $175.50 in premarket trading. The stock has dropped 2.8% over the past month through to Monday's close.The move was broadly in line with the wider market. Among other chip makers, Advanced Micro Devices was down 0.8% and Broadcom was falling 0.3% in premarket trading. Broadcom has fallen 16% in the past five trading sessions."While we expect global AI capex to continue to rise over the coming years, we do not see evidence of an investment bubble," wrote Mark Haefele, chief investment officer at UBS Global Wealth Management, in a research note Tuesday."As AI adoption expands from consumer chatbots to broader enterprise and industry use cases, we estimate that the required compute capacity could be orders of magnitude greater than today's installed base," wrote Haefele.On Monday, N

Nvidia was falling early on Tuesday as stocks exposed to the artificial-intelligence trend continued to suffer. However, analysts at UBS are dismissing fears of a bubble popping.Nvidia shares were down 0.5% at $175.50 in premarket trading. The stock has dropped 2.8% over the past month through to Monday's close.The move was broadly in line with the wider market. Among other chip makers, Advanced Micro Devices was down 0.8% and Broadcom was falling 0.3% in premarket trading. Broadcom has fallen 16% in the past five trading sessions."While we expect global AI capex to continue to rise over the coming years, we do not see evidence of an investment bubble," wrote Mark Haefele, chief investment officer at UBS Global Wealth Management, in a research note Tuesday."As AI adoption expands from consumer chatbots to broader enterprise and industry use cases, we estimate that the required compute capacity could be orders of magnitude greater than today's installed base," wrote Haefele.On Monday, N

Tesla stock rose early Thursday—then fell. Investors can thank Nvidia for both things.

Concept stocks with no revenue have soaring valuations.Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology...

DBS Group Research, citing "market chatter", says that the Monetary Authority of Singapore is "close to shortlisting" investment managers to allocate the $5 billion fund that is put forward as part of

DeepSeek’s emergence roiled markets earlier this week, but investors see limited scope for the Chinese artificial intelligence startup to dent the performance of the Magnificent Seven, the latest Bloo

SummaryPalantir is a leading player in monetizing the AI revolution, serving nearly 630 customers consisting of large public and commercial organisations globally (mainly in the US).Founded in 2003, t