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Cathie Wood's Ark Invest bought $14.5 million of SpaceX and $20.1 million of TSMC Wednesday, July 29, 2026.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolhttps://www.theinformation.com/articles/anthropic-considers-letting-shareholders-sell-ipo-departing-spacex-playbook
Read original at benzingaNvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzingaAmazon stock fell nearly 2% despite bullish analyst forecasts predicting AWS revenue will top $335 billion behind surging AI cloud demand.
Read original at benzingaOn Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Read original at benzingaArk Invest bought roughly $17 million in Cerebras shares Tuesday, Aug. 25, 2026, while trimming its Tempus AI and AMD positions
Read original at benzinga