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Starboard Value’s Jeff Smith says Salesforce has ‘a lot more to go’

by Sipho Sepamla
Starboard Value’s Jeff Smith says Salesforce has ‘a lot more to go’

Jeff Smith, chief executive officer and chief investment officer of Starboard Value LP. Chris Goodney | Bloomberg | Getty Images Salesforce shares jumped 98% in 2023 in part after the …

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Nvidia stock up 25% in a month as stock closes in on new record

by Merchant Moller
Nvidia stock up 25% in a month as stock closes in on new record

Nvidia CEO Jensen Huang presents “Blackwell” at an event ahead of the Computex forum, in Taipei, Taiwan, on June 2, 2024. Ann Wang | Reuters Nvidia shares have surged 25% …

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Economic tailwinds boost Kamala Harris in election homestretch, economists say

by Merchant Moller
Economic tailwinds boost Kamala Harris in election homestretch, economists say

The surprisingly positive jobs report Friday has reinforced growing optimism about the U.S. economy, less than a month before the end of an extremely close presidential race between Vice President …

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AI-adjacent companies may be the next big play

by Merchant Moller
AI-adjacent companies may be the next big play

Inside one of Equinix’s internal operations at Equinix Data Center in Ashburn, Virginia, on May 9, 2024.  Amanda Andrade-Rhoades | The Washington Post | Getty Images This report is from …

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Time to look at AI-adjacent plays

by Merchant Moller
Time to look at AI-adjacent plays

An Amazon Web Services data center in Stone Ridge, Virginia, US, on Sunday, July 28, 2024.  Nathan Howard | Bloomberg | Getty Images This report is from today’s CNBC Daily …

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Nvidia shares pop as CEO may be done selling shares after hitting preset plan limit

by Merchant Moller
Nvidia shares pop as CEO may be done selling shares after hitting preset plan limit

Nvidia CEO Jensen Huang talks onstage with Salesforce CEO Marc Benioff during Salesforce’s Dreamforce on September 17, 2024 in San Francisco, California.  Justin Sullivan | Getty Images News | Getty …

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6 things from my San Francisco trip reveal AI stock winners

by Merchant Moller
6 things from my San Francisco trip reveal AI stock winners

It’s time for some of my reflections on a week in San Francisco talking to dozens of executives and workers in tech. It was a grueling trip, but a necessary …

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This man may become world richest person in 2025, not Mukesh Ambani, Adani, Elon Musk, Jeff Bezos, Anil Ambani

by Mark McDuffie
This man may become world richest person in 2025, not Mukesh Ambani, Adani, Elon Musk, Jeff Bezos, Anil Ambani

Home Business This man may become world’s richest person in 2025, not Mukesh Ambani, Adani, Elon Musk, Jeff Bezos, Anil Ambani This man who see his wealth through stock holdings …

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Constellation Energy to restart Three Mile Island and sell the power to Microsoft

by Shen Ridenbaugh
Constellation Energy to restart Three Mile Island and sell the power to Microsoft

Norma Field walks under power lines coming off of the nuclear plant on Three Mile Island (TMI), with the operational plant run by Exelon Generation, in Middletown, Pennsylvania. Andrew Caballero-Reynolds …

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Tesla, Nvidia lead tech stocks to one of best day of 2024 on rate cut

by Sipho Sepamla
Tesla, Nvidia lead tech stocks to one of best day of 2024 on rate cut

Nvidia CEO Jensen Huang presents the Nvidia Blackwell platform at an event ahead of the COMPUTEX Forum, in Taipei, Taiwan, on June 2, 2024. Ann Wang | Reuters Investors poured …

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