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Is Passive Investing Sabotaging Fund Managers?
The Wall Street Journal16d agoneutral
Is Passive Investing Sabotaging Fund Managers?

Mutual-fund managers can’t catch a break, and maybe they never will. Hedge-fund manager David Einhorn  caused a stir two years ago when he called markets “fundamentally broken.” Money regularly comes out of paychecks and pours into index funds tracking the S&P 500, buying stocks with no regard to value—only their weighting.

Five market events investors should watch this week
InvestorsHub16d agoneutral
Five market events investors should watch this week

Investors face another busy week as major technology companies prepare to report earnings, central banks weigh inflation risks and geopolitical tensions continue to influence global markets. Developments surrounding artificial intelligence, the conflict in the Middle East and key economic data releases are all expected to shape investor sentiment in the days ahead.

Stocks to Watch: Alibaba, Ryanair, AMC Entertainment, Micron
The Wall Street Journal16d agoneutral
Stocks to Watch: Alibaba, Ryanair, AMC Entertainment, Micron

↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.

Bloomberg17d agoneutral
Big Tech Needs to Justify AI Spending as Investors Dump Stocks

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

Intel and Google deepen AI ties for chip design
TheStreet18d agoneutral
Intel and Google deepen AI ties for chip design

Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into its chip design process, according to an Intel Newsroom statement. The announcement should have read as an unambiguous ...