AI Investment
The Trillion-Dollar Ghost: Why Singapore’s Sovereign Fund Cashed Out on Nvidia Too Soon
A deep dive into why Singapore’s sovereign wealth fund, Temasek, sold its Nvidia stock just before the AI boom, leaving billions on the table.
AI’s Trillion-Dollar Question: Is the Tech Boom an Echo of the Dot-Com Bubble?
Google’s CEO warns of “irrationality” in the AI investment boom. Is it a bubble? We break down the risks and what it means for tech professionals.
The AI Gold Rush: Are We Building on Bedrock or a Bubble?
Fund managers are sounding the alarm on the AI investment boom, with a majority believing companies are overspending on infrastructure. Is it a bubble?
The AI Spending Spree: Are We Building the Future or Just a Bubble?
Top fund managers fear a corporate AI spending bubble is forming. Discover what this means for tech professionals, startups, and the future of innovation.
Cashing Out on the AI Gold Rush: Why SoftBank Just Sold Billions in Nvidia Stock to Double Down on AI
SoftBank sells its $5.8B Nvidia stake, signaling a major strategic pivot from AI hardware to funding the next wave of AI software and SaaS startups.
A Tale of Two Titans: Why Wall Street Cheered Google’s AI Strategy and Jeered Meta’s
A tale of two tech titans: Why Alphabet’s stock soared on AI profits and dividends, while Meta’s huge AI spending spooked the market.
The $86 Billion Reshuffle: Inside OpenAI’s Landmark Deal and the New Rules of AI Investing
OpenAI’s $86B restructuring deal, led by Thrive Capital, solidifies a new board and provides liquidity for early investors, marking a pivotal shift.
Inside the $1.5 Trillion AI Ecosystem: OpenAI’s Playbook and the New Kings of Wall Street
Explore OpenAI’s $1.5T deal machine, how KKR & Apollo became Wall Street’s new saviors, and the risks lurking in the world of high-stakes finance.