The S&P 500’s recent ascent has become inseparable from the runaway success of a handful of AI-focused technology giants, and that concentration is reshaping risk, return expectations, and portfolio construction for investors of all stripes. The analysis published by AInvest correctly highlights...
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The market’s obsession with a tight cluster of AI-exposed mega-cap stocks has shifted from curiosity to conviction, and in the latest earnings cycle that conviction was tested — sometimes rewarded, sometimes exposed — as Nvidia, Microsoft, Amazon and Tesla produced results that crystallize both...
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CoreWeave Debunks Microsoft Cancellation Rumors; IPO on the Horizon
In a twist characteristic of today’s fast-moving tech world, CoreWeave—the Nvidia-backed AI cloud startup poised for a blockbuster IPO—has come forward to refute reports of contract cancellations with its major partner...
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