The AI Computing Stock That Big Money Managers Are Quietly Buying

Nvidia GPU chips illuminating a futuristic data center with AI computations in progress

Prominent hedge fund managers have been steadily increasing their stakes in Nvidia amid the ongoing AI boom, drawn by the company’s unmatched ecosystem and surging data center revenues, despite heightened competition and a lofty valuation; the stock has delivered extraordinary gains, positioning it as a core holding for forward-looking portfolios focused on technological disruption. In … Read more

The World’s Most Important Chipmaker Just Confirmed the AI Megatrend Is Real

Advanced semiconductor wafer with AI chip patterns

“Taiwan Semiconductor Manufacturing Company (TSMC) delivered record-breaking fourth-quarter results, with revenue climbing 20.5% to $33.73 billion and net profit surging 35% to $16.01 billion, driven by explosive demand for AI chips. Executives affirmed AI as a durable megatrend, projecting nearly 30% revenue growth this year and annual AI accelerator sales increases of at least 50% … Read more