Investing

Nvidia (NVDA) shares climbed Thursday, reversing earlier losses following an encouraging capital expenditure outlook from Microsoft (MSFT). The artificial intelligence chipmaking giant recently lost its position as the world’s most valuable company by market capitalization to Apple (AAPL), raising questions among investors about whether the AI trade has further room to run. Microsoft’s Capex Report … Read more

ASML Stock Plunge Leads Broad Semiconductor Sell-Off The artificial intelligence-fueled rally in chip stocks hit a significant roadblock on Monday, led by a sharp decline in shares of Dutch semiconductor equipment giant ASML (ASML). The stock tumbled on reports of emerging domestic competition in China, sparking a broad sell-off across the Philadelphia Semiconductor Index (SOX). … Read more

Globant S.A. Faces Pressure as Investors Reassess AI-Linked Growth Narratives WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter and pointed to a market backdrop shaped by two dominant forces: geopolitical conflict and strong enthusiasm for artificial intelligence. In that context, … Read more

Autodesk (NASDAQ:ADSK) Under Pressure as AI Narrative Reshapes Software Valuations WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter and used it to explain how market sentiment shifted during the period. According to the fund, second-quarter financial market performance was shaped … Read more

PTC (NASDAQ:PTC) Draws Attention as Investors Reassess Long-Term Value WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter and pointed to PTC Inc. (NASDAQ:PTC) as a company that may be misunderstood by the market. The fund said second-quarter financial market performance … Read more

Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) surged nearly 19% on July 21 following a regulatory filing with the U.S. Securities and Exchange Commission (SEC) revealing that Nvidia (NASDAQ: NVDA) holds a 9.3% equity stake in the company. This position is valued at just over $5 billion. The disclosure builds on Nvidia’s prior … Read more

The WS Amati Global Innovation Fund, managed by UK-based equity manager Amati Global Investors, recently released its financial update for the second quarter of 2026. The fund outperformed the MSCI ACWI benchmark during this period, capitalizing on the massive influx of capital into artificial intelligence infrastructure. While software and IT services faced temporary headwind due … Read more

The Class I railroad sector witnessed a significant development following the Q2 earnings release on July 23 for both Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC). The financial outcomes highlight a stark divergence in operational performance and strategic direction, positioning one company as a pure-play organic growth machine and the other as a … Read more