Hedge fund manager Philippe Laffont has a large percentage of his portfolio invested in Meta Platforms, Microsoft, and Amazon ...
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
Some prominent investors who have successful track records of calling other market declines have become vocal critics of the ...
Wall Street has quietly become the financial engine behind America’s AI expansion, pouring massive amounts of money into giant data centers, power-hungry chip farms, and next-gen computing campuses.