SpaceX confirmed it will power Terafab, its $16.8 billion chip megafactory in Texas, with its own natural gas power plants and “very large battery arrays.” Tesla solar isn’t in the plan. That’s despite Tesla being a partner on the project, and despite Tesla s…
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.
