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The Globe and Mail

The Globe and Mail offers the most authoritative news in Canada, featuring national and international news

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The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4326433 > this-was-situational-awareness-s-top-5-holdings-at-the-end-of-q2-they-re-all-on-sale-now

This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

2+ week, 1+ day ago   (707+ words) Leopold Aschenbrenner's Situational Awareness was a top-performing hedge fund until it blew up in late July. Recent 13-F filings show which AI stocks the fund held before it collapsed. The top five holdings offer a good balance of exposure to…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > motley > 4492664 > 2-undervalued-stocks-worthy-of-a-tfsa-investment-now

2 Undervalued Stocks Worthy of a TFSA Investment Now

5+ day, 41+ min ago   (513+ words) By Sneha Nahata at The Motley Fool Canada As the S&P/TSX Composite Index pushes higher,...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > motley > 3945149 > nvidia-s-63-billion-investment-portfolio-has-a-new-no-2-holding

Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding

3+ week, 3+ day ago   (419+ words) Although Nvidia is best-known for its dominance in artificial intelligence (AI)-accelerated data centers, it's also quite the investor. A sizeable investment in AI start-up xAI has paid significant dividends since the start of the year. However, Nvidia's second-largest investment…...

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theglobeandmail.com > investing > markets > markets-news > motley > 4466392 > meet-the-nvidia-backed-stock-that-s-growing-at-a-454-pace-it-s-a-screaming-buy-right-now

Meet the Nvidia-Backed Stock That's Growing at a 454% Pace (It's a Screaming Buy Right Now)

1+ week, 6+ hour ago   (360+ words) Nebius's neocloud business is booming thanks to a strong partnership with Nvidia. Nebius' growth rate is almost hard to believe. Nebius is one of the fastest-growing, publicly traded cloud computing companies, and it looks like a great stock to invest…...

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theglobeandmail.com > investing > markets > stocks > NUE > pressreleases > 4499737 > 3-top-rated-value-stocks-to-buy-now

3 Top-Rated Value Stocks to Buy Now

4+ day, 18+ hour ago   (768+ words) Finding the best value stocks to buy in this market is a delicate balancing act. Value investing is a religion to many folks, the same way bargain hunting at flea markets or coupon clipping is to others. There's a pride…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4381644 > amd-s-instinct-systems-are-now-live-in-saudi-arabia-here-s-what-the-next-250-megawatts-are-worth-to-the-stock

AMD's Instinct Systems Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock

1+ week, 4+ day ago   (617+ words) AMD, Cisco and HUMAIN said Monday that Instinct MI355X-based AI infrastructure is live in Saudi Arabia and serving customers. The partners plan up to 250 megawatts more beginning in 2027, on the way to as much as 1 gigawatt by 2030. AMD's data center…...

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theglobeandmail.com > investing > markets > stocks > WULF > pressreleases > 3992472 > applied-digital-vs-terawulf-which-ai-data-center-stock-is-the-better-buy

Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?

3+ week, 2+ hour ago   (676+ words) Applied Digital and TeraWulf have been signing long-term deals to lease compute to tech giants, which makes their future revenues more predictable and enables them to get financing at better terms. Applied Digital has more contracted power and a stronger…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4483611 > nvidia-palantir-and-meta-platforms-are-rattling-wall-street-with-this-18-6-billion-warning

Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning

5+ day, 6+ hour ago   (466+ words) Insiders at this AI trio have been decisive net sellers of their company’s stock over the last half-decade. Additionally, insider buying has been almost nonexistent, possibly indicating historical concerns about a brewing AI bubble. No trend has fueled Wall Street's…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Motley%20Fool > 4476092 > not-nvidia-not-micron-this-is-my-top-ai-infrastructure-stock-to-buy-right-now-hint-it-can-double-within-3-years

Not Nvidia. Not Micron. This Is My Top AI Infrastructure Stock to Buy Right Now (Hint: It Can Double Within 3 Years)

5+ day, 23+ hour ago   (818+ words) Dell recently delivered record results amid strong demand for AI servers. The company seems to be growing faster than the AI server market. Dell's impressive backlog and strong order inflows indicate that the stock is poised to jump significantly over…...

The Globe and Mail
theglobeandmail.com > investing > markets > markets-news > Tipranks > 4013205 > sigong-tech-wins-krw-73-25-billion-pavilion-deal-for-2027-beograd-expo

Sigong Tech Wins KRW 73.25 Billion Pavilion Deal for 2027 Beograd EXPO

2+ week, 5+ day ago   (84+ words) Sigong Tech Co., Ltd. ( (KR:020710) ) has shared an announcement. More about Sigong Tech Co., Ltd. Sigong Tech Co., Ltd. operates in the exhibition and pavilion construction sector, focusing on the design, production, and installation of large-scale exhibits and joint pavilions....

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