Intel Selling $15 Billion In Stock To Fund AI Boom With AI capital expenditures exploding to $1 trillion this year, the financing mix is beginning to shift from free cash flow and debt toward equity. Among the megacap hyperscalers, Alphabet has been the mo…
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Roblox Corporation (NYSE:RBLX). Roblox Corporation (NYSE:RBLX), an online gaming and virtual experience platform, supported by AI-driven innovation and infrastruc…
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its st…
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its st…
The next boom could be in stocks of companies collecting recurring revenue from AI workloads.
