Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
As AI data centers expand, the need for reliable and scalable power sources is becoming a significant focus.
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March 5 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Real Estate Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 27 - Hedge Fund Investor Letters, News
As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
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February 19 - Hedge Funds, News
CNBC reported that the U.S.
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February 13 - Hedge Funds, News
Equinix, Inc. (NASDAQ:EQIX) Q4 2024 Earnings Call Transcript February 12, 2025Equinix, Inc. misses on earnings expectations.
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February 13 - News, Transcripts
The rapid expansion of AI has started an unexpected growth in energy demand, which raises concerns about power availability, grid capacity, and sustainability.
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February 11 - Hedge Funds, News
In the past few days, the reintroduction of tariffs by the US government has been a significant factor influencing market dynamics.
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February 4 - Hedge Funds, News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
Investors are pulling back from the artificial intelligence trade.
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January 29 - Hedge Funds, Industries, News, Tech
In September 2024, Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to...
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January 29 - Hedge Funds, News
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
While the mortgage rates have risen despite the Fed cutting rates, potential homebuyers are left with the choice to either postpone the homebuying or resort to current mortgage...
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January 28 - Hedge Funds, Industries, News
DeepSeek, a Chinese AI startup, claims to have developed a GPT-4-level model at a fraction of the usual cost, spending just around $6 million.
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January 27 - News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
President Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
In the third quarter of 2024, investment titan Blackrock released a commentary on the market outlook for artificial intelligence heading into the closing months of the year, stressing...
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January 18 - Hedge Funds, Industries, News, Tech
As the US housing market headed into 2025, it witnessed good as well as bad news.
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January 14 - Hedge Funds, Industries, News
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
As we look toward 2025, the AI investment landscape is evolving from a focus on general-purpose computing to custom-built solutions tailored to specific needs.
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December 25 - Hedge Funds, Industries, News, Tech
At CNBC’s 'Money Movers', Jack Hidary, CEO of Sandbox AQ, emphasized the shift towards B2B-focused AI, positioning it as the next major evolution in artificial intelligence.
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December 24 - Hedge Funds, News
Data storage involves systematically archiving digital information to ensure its availability and security for future use.
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December 18 - Hedge Funds, Industries, News, Tech
As artificial intelligence continues to reshape industries, experts are increasingly focusing on how its integration will impact investment strategies.
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December 11 - Hedge Funds, News
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi.
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November 27 - Hedge Funds, Industries, News, Tech
Uber, the ride-hailing company that has yet to catch onto the AI boom, is reportedly expanding its fleet of gig workers for a new project aimed at AI annotation and data labeling...
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November 27 - Hedge Funds, Industries, News, Tech
Even as the United States pursues a tougher trade policy towards China, the latest indication being the tightening of export restrictions on advanced AI chips, companies from ...
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November 27 - Hedge Funds, Industries, News, Tech
As reported by Realtor, America’s newly elected president Trump has blamed illegal immigration for the country’s housing affordability crisis since these immigrants are in...
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November 24 - Hedge Funds, Industries, News
News agency Reuters recently reported that the rise of artificial intelligence is reshaping investment strategies, driving massive capital demands that challenge traditional tech...
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November 24 - Hedge Funds, News
The AI revolution has disrupted the technology industry, propelling memory chip firms into the spotlight after decades spent in the shadows of semiconductors and software giants...
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November 22 - Hedge Funds, News
AI themes have dominated stock markets around the world over the past few months.
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November 21 - Hedge Funds, Industries, News, Tech
Merely days after Donald Trump won a tightly-contested election for the top office in the US, Elon Musk, one of his most prominent backers, received further good news as xAI, ...
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November 21 - Hedge Funds, Industries, News, Tech
AI stocks are soaring and AI startups are receiving billions in funding from venture capital firms as the new technology sweeps investors off their feet.
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November 21 - Hedge Funds, Industries, News, Tech
The advent of artificial intelligence has shaken up the Search business on the internet, a domain where Google has long reigned supreme.
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November 19 - Hedge Funds, News
The release of ChatGPT by OpenAI, now the most valuable private firm in the world, back in November 2022 had widespread implications for the technology industry.
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November 11 - Hedge Funds, Industries, News, Tech
A lot has been made of the recent efforts by the United States government to tighten chip exports to China.
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November 11 - Hedge Funds, Industries, News, Tech
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
Operator: Good afternoon and welcome to the Equinix Third Quarter Earnings conference call. All lines will be able to listen only until we open for questions.
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November 1 - News, Transcripts
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
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October 12 - Hedge Funds, Industries, News, Tech
Two years after the public debut of ChatGPT, the generative AI landscape has evolved rapidly, igniting substantial investments in artificial intelligence and lifting valuations...
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October 11 - Hedge Funds, Industries, News, Tech
The AI industry is constantly evolving and investors are keeping a close eye on investments, advancements in AI capabilities, and new partnerships to keep pace with the continued...
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October 10 - Hedge Funds, Industries, News, Tech
As reported by Redfin, buying a home has gotten affordable for the first time since 2020 as homebuyers need to earn $115,000 to afford the typical home.
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September 30 - Hedge Funds, Industries, News
The Federal Reserve finally decided to cut rates beginning with a half-percentage point reduction on September 18.
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September 23 - Hedge Funds, Industries, News
In the ever-evolving landscape of technology, data centers have emerged as the unsung heroes that underpin our digital world.
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September 16 - Hedge Funds, Industries, News
Data storage refers to the systematic process of archiving digital information, ensuring its availability and security for future use.
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August 13 - Hedge Funds, Industries, News
The boom in the interest surrounding artificial intelligence has not only affected semiconductor stocks, even though they're the biggest beneficiaries.
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August 13 - News, Tech
Soaring mortgage rates and sky-high home prices have pushed American homebuyers out of the market for long.
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August 10 - Hedge Funds, Industries, News
Operator: Good afternoon, and welcome to the Equinix Second Quarter Earnings Conference Call [Operator Instructions].
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August 8 - News, Transcripts
With the first half of 2024 nearly over, artificial intelligence continues to play a dominant role in the stock market.
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June 16 - News, Tech
With the passage of time, the role of women in the modern day workplace has slowly started to grow.
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June 14 - Hedge Funds, News
Operator: Good afternoon, and welcome to the Equinix First Quarter Earnings Conference Call [Operator Instructions].
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May 13 - News, Transcripts