Stanley Druckenmiller and Bill Ackman were buying shares of these tech giants in the second quarter.Buying and holding shares of the best businesses in the world is the easiest way to build wealth over the long term. Some of the largest, most profitable companies in the world also just happen to be in a prime position to benefit from global adoption of artificial intelligence (AI), which is expected to add $15.7 trillion to the global economy by 2030, according to PwC.Investors wondering where to place thei ...

Broadcom is scheduled to report earnings on Sept. 4.Over the past several weeks, investors have been bombarded with a wave of updates as companies reported earnings results for the second calendar quarter. For technology investors, artificial intelligence (AI) remains the dominant theme fueling the sector higher.As I write this (mid-day on Aug. 27), all of the "Magnificent Seven" have posted earnings -- with the lone exception being Nvidia (NVDA -3.38%), which reports later today. Still, the breadcrumbs lef ...

Nvidia stock has taken one particular direction following past earnings reports...Nvidia (NVDA -3.38%) has been one of the stock market's biggest winners over the past few years, thanks to its strength in one game-changing area: artificial intelligence (AI). The company is the world's No. 1 AI chip designer, generating billions of dollars in revenue from sales of these items along with related products and services.What keeps Nvidia ahead is the power and efficiency of its chips, known as graphics processin ...

BOCA RATON, FL, Aug. 29, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company” or “DeFi Dev Corp.”), the first US public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced the launch of DFDV UK, the first Solana-focused public treasury vehicle in the United Kingdom. DFDV UK will be formed through the recent acquisition of Cykel AI (LSE: CYK.L) by a group of investors, with DeFi Dev Corp. holding an approximate 45% equity stake alongside ...

Nvidia (NVDA 0.01%) shares fell roughly 2% following its fiscal 2026 second-quarter earnings release on Wednesday despite delivering revenue of $46.7 billion that beat guidance of $45 billion and issuing Q3 guidance of $54 billion. Wall Street's muted reaction reflects unrealistic expectations for a company that has consistently outperformed. However, this pessimism creates an opportunity for investors who understand the bigger picture unfolding across the artificial intelligence (AI) landscape. Supply cons ...

文章核心观点 - PCB产业在AI算力、新能源汽车等需求推动下迎来爆发式增长 高端化转型成为行业核心趋势 [3] - 珠海凭借产业基础和政策优势吸引深圳等地的PCB企业迁移和扩产 正崛起为全国重要的PCB产业集聚地 [1][6] - 全球PCB产业格局加速重构 中国保持制造中心地位但面临区域竞争和产业链外溢挑战 [9][10] PCB行业发展趋势 - 全球PCB产值预计2025年达786亿美元 AI服务器和高性能计算成为核心增长点 [3] - 2024-2029年全球PCB产值年均复合增长率预计达5.2% 高端产品占比持续提升 [9] - 行业从消费电子向AI算力、汽车电子、人形机器人等高端应用场景转型 [3] 珠海PCB产业现状 - 集聚PCB企业超174家 年产值444亿元 占全国15.2%和全球8.5% [6] - 年产量达2700万平方米 拥有国家级单项冠军企业越亚和省级冠军方正 [6] - 形成40多家专精特新企业和4家"小巨人"企业矩阵 规模居广东第三 [1][6] 企业投资与产能扩张 - 景旺电子投资50亿元建设AI算力与高端汽车HDI项目 达产后珠海基地年产值将突破100亿元 [1] - 沪电股份启动43亿元AI芯片配套高端PCB项目 奥士康发行10亿元可转债扩产高多层板 [3] - 崇达技术2017年布局珠海工厂 兴森科技2020年启动封装基板项目 2025年再加码3亿元扩产 [6] 技术升级与产业联动 - 景旺珠海基地积累93项专利 800G光模块PCB技术达国际先进水平 [4] - HDI技术成为PCB高密度化代表 景旺新项目将形成年产80万平方米高阶HDI产能 [9] - 产业链向上游延伸 容大感光2021年在珠海新建半导体光刻胶生产基地 [7] 区域产业转移趋势 - 深圳PCB企业加速"西迁"珠海 形成"深圳研发+珠海生产"协同模式 [6][7] - 苏州和深圳出现明显产业外溢 珠海、黄石、吉安等地成为企业扩张目的地 [10] - 部分中国企业向东南亚转移产能 泰国成为最集中目的地以降低生产成本 [10] 珠海产业升级挑战 - 当前PCB产业集中于消费电子等中端领域 AI算力和智能汽车高端市场存在提升空间 [4] - 高端制造产能不足 新能源汽车电驱系统等精密产品仍需依赖深圳制造商 [9]

Hardly for the first time in this "year of the chip stock" on the back of eager artificial intelligence (AI) adoption, Broadcom (AVGO +0.03%) was the subject of an analyst's price target raise on Thursday. This was compounded by the disappointment about a peer company's recent performance, resulting in some investors fleeing to Broadcom.Ultimately, Broadcom stock closed Thursday's trading session nearly 3% higher, easily trouncing the S&P 500 index's 0.3% increase.A $20 changeThursday's Broadcom booster was ...

The Waste Management industry is experiencing positive trends in government regulations, advanced technologies and a rising awareness of environmental issues. Despite increasing operating costs, the industry is pro-swift industrialization and urbanization. Per MarketsandMarkets, the global waste management sector reached $1.2 trillion in 2024 and is expected to undergo substantial growth, reaching $1.6 trillion by 2029. The potential expansion of the global waste management sector can be attributed to impro ...

WISeKey’s WISeSat Subsidiary Expand its Ground Segment Network in Switzerland Lausanne, Switzerland – August 28, 2025 - WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces that its subsidiary WISeSat AG, which focuses on space technology for secure satellite communication, specifically for IoT applications, has successfully installed its third ground station, located near Ecublens, in the Lausanne region of Swi ...

Vitesse (VTS) FY Conference August 27, 2025 03:00 PM ET Company ParticipantsJeff Elliott - Partner & President - IRJames Henderson - CFOBen Messier - Director - IR & Business DevelopmentConference Call ParticipantsNone - AnalystJeff ElliottWelcome everyone. Jeff Elliott with Three Part Advisors. Thanks for coming to check out Vitesse Energy. VTS is the ticker. They're based out of Denver, Colorado.With us here from the company today, we have Jimmy Henderson, CFO and Ben Messier, VP of Corporate Development ...