China's CXMT IPO and AI Spending Fears Deepen Chip Stock Rout
Markets

China's CXMT IPO and AI Spending Fears Deepen Chip Stock Rout

Semiconductor stocks extend losses as Chinese memory maker CXMT's blockbuster debut and doubts over AI data-center retur...

Yael Ben-David 👁 64 💬 0
Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks
Markets

Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks

A small-cap growth fund manager who has outperformed 99% of peers sees further upside in AI infrastructure names, despit...

Yael Ben-David 👁 51 💬 0