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AI investing

2 articles
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia vs. TSMC: Which AI Chipmaker Offers Better Returns in March?

Nvidia offers higher AI growth potential but greater risk; TSMC provides safer, diversified exposure to $650B hyperscaler AI spending by 2026.
NVDATSMhyperscalersdata centers
The Motley FoolThe Motley Fool··Keithen Drury

Ackman's Pershing Square Targets AI Infrastructure With Value-Focused Strategy

Pershing Square targets AI infrastructure over software, emphasizing data centers and cloud computing. Ackman focuses on value investing, trimming expensive positions while adding undervalued AI plays.
METAAMZNGOOGGOOGLBN+2data centerscloud computing