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ZBIO jumps 167% YoY! ENAVATE adds $5.19M, making it 28% of AUM. Pipeline news is key.
NVDA partners with Groq, boosting inference speed & efficiency. Investors eye lower costs & faster AI.
TSMC's AI chip CAGR: 50%+! Geopolitical risks loom, but global expansion mitigates. Buy now?
10-yr yields hit 4.39%, 30-yr 4.96% as bond market fears Fed rate cuts are off the table.
Big Tech's AI boom fuels data center energy use, raising emissions. Carbon credits offer a costly, questionable fix.
Public firms pile into ETH, some with billions in unrealized losses. Valuations soar on lofty price targets.
MSFT's valuation is historically low despite 39% Azure growth. AI tailwinds suggest a 50%+ gain potential.
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