Accelerating investment in AI infrastructure will remain a strong tailwind for chip stocks -- and not just the GPU specialists.

Q4 2025 Management View CEO John J. Marchioni highlighted that "in 2025, we delivered an ROE of 14.4% and an operating ROE of 14.2%." He noted book value per share growth of 18% and $182 million ...

Looking ahead, BlockTech confirmed plans to continue expanding its global footprint through additional partnerships, regional initiatives, and portfolio investments over the coming year. The company ...

Short interest is the number of shares that have been sold short but have not yet been covered or closed out. Short selling is when a trader sells shares of a company they do not own, with the hope ...

This change represents 3.5% of reportable AUM. Post-trade stake: 177,265 shares valued at $5.03 million. The position now accounts for 0.79% of AUM, placing it outside the fund’s top five holdings On ...

Whenever new technology appears, investors immediately try to predict the effect it will have on existing businesses: which companies or industries stand to benefit, and which will see their business ...

AI-led market performance has been concentrated in the Magnificent Seven and a handful of core infrastructure beneficiaries. More concerning is that most of the gains in the S&P 500 Index for the past ...

Sandeep Gupta is a technology investment analyst and writer specializing in semiconductor companies, AI infrastructure providers, and enterprise technology markets, bringing a strategic business ...

Baron Funds, an investment management company, released its “Baron Technology Fund” third-quarter 2025 investor letter. US equities rallied in the third quarter following the previous quarter. In the ...