SpaceX is aiming to raise as much as $75 billion at a valuation of $2 trillion in its IPO. Alphabet was an early investor in SpaceX and stands to gain more than $100 billion.
Companies that were expecting cheaper capital to fund their AI investing efforts might now have to operate with greater efficiency. Higher-for-longer interest rates could pressure market sentiment, wh
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) top boss, Jensen Huang, went ahead and answered the question that many investors are asking about: When will AGI (artificial general intelligence) arrive?
Iran has already struck some of Amazon's data centers, meaning investors should take attack threats seriously. Several of America's largest tech companies have announced major investments in the regio
It's said that variety is the spice of life. That's true of investing as well.
The AI infrastructure buildout keeps accelerating.
A growing number of AI start-ups have emerged to provide virtual try-on technology, allowing potential customers to visualize fit and style before they buy. Online returns are a multibillion-dollar pr

Moat Index Leans Into Tech Opportunities

08:34am, Sunday, 05'th Apr 2026
The Moat Index added NVIDIA, Broadcom and new names following its quarterly review, as tech dislocations created opportunity, while maintaining a value tilt and notable discount to fair value. Key Ta
The infrastructure backbone of AI-accelerated data centers was founded on April 5, 1993. The superior compute capabilities of this company's AI hardware, coupled with demand overwhelming supply, have

Wall Street Week Ahead

06:42am, Sunday, 05'th Apr 2026
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
AI hyperscalers are forecast to spend nearly $700 billion on infrastructure this year -- a trend that could rise to multiple trillions over the next decade. Nvidia benefited from AI demand over the la
KMG Fiduciary Partners LLC cut its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 4.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchan
Stillwater Capital Advisors LLC cut its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 1.2% in the fourth quarter, according to the company in its most recent filing with the Securities an
Pallas Capital Advisors LLC lowered its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 1.3% during the undefined quarter, according to the company in its most recent disclosure with the Securities a
International Private Wealth Advisors LLC cut its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 57.1% in the undefined quarter, according to its most recent disclosure with the Securities
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