Capex plans, strategic stakes and sovereign funds placing bets on AI infrastructure and labs.
288 articles
A complex, long-overlooked segment of the semiconductor industry is fueling a lucrative AI trade worth billions. This niche is now accessible to retail investors for the first time.
Bloomberg Technology · 149d ago
Chinese optical stocks are seeing surging investor interest due to the AI boom. Demand for optical components vital to AI infrastructure is expected to fuel sector outperformance.
Bloomberg Technology · 149d ago
The article guides immediate investments in AI computing power stocks like GE Vernova. Despite high valuations and an overheated market, it views them as solid choices.
钛媒体 · 152d ago
Kia plans to invest 49 trillion KRW ($33B) in facilities and R&D through 2030 to bolster future mobility. This is a 7 trillion KRW increase from prior plan, with 43% allocated to EV, autonomous driving, and robots.
36氪 · 163d ago
On April 7, 24 active equity funds over one year old set new adjusted NAV highs, with 50 total since April. 32 funds exceeded 100% one-year returns, 10 over 200%, driven by AI compute and chip holdings.
36氪 · 164d ago
Goldman Sachs Asset Management urges investors to buy into semiconductor firms and AI infrastructure 'picks and shovels' as capex surges. Recommendation holds despite Iran war tensions.
Bloomberg Technology · 164d ago
Goldman Sachs strategists highlight attractive valuations in tech due to hyperscale data center capex concerns. Tech P/E ratios trail peers like consumer and industrial sectors despite robust growth.
36氪 · 165d ago
Tom Miles, global co-head of M&A at Morgan Stanley, appeared on Bloomberg Deals. He discussed global M&A trends.
Bloomberg Technology · 171d ago
UBS states China market adjustment is excessive, offering low-valuation entry for premium AI stocks. Internet sector P/E at 13x undervalues AI gains.
36氪 · 172d ago
JX Advanced Metals Corp. plans to boost investments in materials for chips and IT.
Bloomberg Technology · 174d ago
AI涨乐 has launched a 'financial little lobster' AI agent inside its app. This focused agent tackles the toughest 'last kilometer' in investments.
钛媒体 · 178d ago
Australia has a narrow window to become a regional AI infrastructure hub. It risks falling behind without accelerated investment and policy action.
Bloomberg Technology · 179d ago
BlackRock CEO Larry Fink warns the AI boom risks enriching wealthy companies and investors while worsening inequality. He urges individuals to invest to share in market gains.
Bloomberg Technology · 180d ago
ASML's stock fell 7% in the past month due to AI setbacks. TD Cowen views this dip as making the chip equipment giant a very attractive investment target.
钛媒体 · 183d ago
First Eagle Fund's manager states Alibaba's share price only reflects its e-commerce business, ignoring AI potential. This positions Alibaba's AI as a 'free call option' for investors.
Bloomberg Technology · 184d ago
Oaktree Capital Management co-founder Howard Marks states that investors are underestimating the impact of artificial intelligence. He warns that AI is making the world more unpredictable than ever before.
Bloomberg Technology · 186d ago
Cathie Wood of ARK Investment Management states AI is already raising labor productivity. She predicts even more significant gains over the next decade.
Bloomberg Technology · 186d ago
Under immense pressure from its first post-IPO loss, Yibin Technology invested 2.6 billion RMB in semiconductors within six months. This strategic bet aims to potentially serve as a lifeline for the struggling firm.
钛媒体 · 186d ago
Jefferies Global Head Laurie Goodman states the market is still early in the AI disruption story. Tech sector outperformed all S&P sectors, closing higher.
Bloomberg Technology · 187d ago
New Guodu will invest 16.2 million yuan for 54% stake in new subsidiary Jisuan Company. The sub launches Xalgo brand to explore AI tech in consumer scenarios.
36氪 · 192d ago
Qiangyi Shares signed a new investment agreement with Hefei Economic Tech Dev Zone for a 10 billion yuan semiconductor probe card manufacturing base, terminating the prior deal. Fixed asset investment totals 2.3 billion yuan to expand production capacity.
36氪 · 194d ago
AI growth drives global power shortages, lifting A-share power stocks like UHV, virtual/smart grids over 30% YTD. Gas turbines emerge as investment hotspot with funds exceeding 40% returns.
36氪 · 195d ago
Liao Kaiyuan, Tesla's third-largest individual shareholder, bought 1 million Nvidia shares and plans more. He affirms AI is just beginning with no bubble.
36氪 · 199d ago
Temasek CEO Dilhan Pillay Sandrasegara predicts AI will profoundly impact pharma and biotech. He shared this view during a Bloomberg Invest discussion with Lisa Abramowicz.
Bloomberg Technology · 199d ago
Avala Global CIO Divya Nettimi and Lone Pine Capital Co-CIO Kelly Granat discussed AI market opportunities and assessing long-term winners. They spoke at Bloomberg Invest 2026 in New York with Hema Parmar.
Bloomberg Technology · 200d ago
Goldman Sachs report positions China AI as undervalued investment independent of global tech stocks. China excels in power infrastructure and embodied AI with global edges.
36氪 · 201d ago
Paul Desmarais III, Sagard's chairman, CEO and co-founder, positions AI as one of three strategic pillars. He highlights AI's significant opportunities for the industry in a Bloomberg interview.
Bloomberg Technology · 208d ago
Samsung Electronics invested 27.3 trillion Korean won in R&D during the first half of 2026. The figure rose 51.5% year over year and marked the company’s highest-ever first-half R&D spending.
cnBeta (Full RSS) · 35d ago
The article discusses Lenovo's decision to increase its commitment after gaining positive momentum. The provided excerpt does not specify whether the move concerns AI, devices, infrastructure, or another business area.
钛媒体 · 36d ago
Financial reports from Horizon Quantum and Xanadu Quantum Technologies suggest that smaller quantum-computing companies could compete with larger, established players if they secure sufficient funding. The update highlights capital access as a key factor in the sector’s competitive landscape.
钛媒体 · 39d ago