Winning Trade of Buying Chips, Selling Software Is Falling Apart

AI bubble fears climb to top market risk in BofA fund manager survey

IBM shares set to plunge 23% as customers shift spending to AI

Chief executive Arvind Krishna says large deals slipped as clients redirected money into chips, servers and memory

American Resources scores $25M Department of War investment

Virtu Financial posts preliminary Q2 outlook, expects $285M net income

Quantinuum, Rolls-Royce to explore quantum computing for turbine design

Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager

Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.