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Investors are looking for something new from Nvidia and other AI companies in 2026, says Anna Rathbun, CEO of Grenadilla Advisory. She discusses what markets are...
AI is turning to supersonic jet engines to power its sprawling data centers. We talked to the company making these engines to learn about the symbiotic...
Overexuberance and complacency dog the market and the AI trade going into next year, says Ted Mortonson, managing director of Baird. He discusses the headwinds he...
Tomasz Tunguz, general partner at Theory Ventures, says AI innovation isn’t showing signs of slowing down, but state-level regulation like the one recently passed in New...
Tiffany Wade, senior portfolio manager at Columbia Threadneedle, says the fact that investors are focusing on free cashflow and return on AI investment is a sign...
Amy Webb, CEO of Future Today Strategy Group, says China has the edge in the AI race because it’s ahead of the US in building out...
JP Morgan Global Market Strategist Stephanie Aliaga discusses how investors are reacting to AI spending and private market fundraising. She joins Caroline Hyde on “Bloomberg Tech.”...
The US needs to have a “leap-ahead” strategy to take on China in the AI race, says James Proud, founder and CEO of chip-foundry startup Substrate....
Tony Wang, portfolio manager for the T. Rowe Price Science & Technology Fund, says AI remains a strong place to deploy capital and that areas like...
Carol Schleif, chief market strategist at BMO Private Wealth, says investors are being discerning by putting money into both the public and private side of the...
