The AI rotation is happening – here’s how to stay caught up

Hello, Reader. Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. We saw this in headline after headline… Last week, ...
Opinion

Weekly recap: The AI rotation, SaaS shakeout, and the paradigm shifts you can’t ignore

Editor’s Note: Every Sunday, we’ll publish a quick Weekly Roundup to connect the dots from the past five issues of Hypergrowth Investing and highlight the biggest themes shaping the market right now.

Alibaba introduces new AI model Qwen3.5 for agentic era

On Monday, Alibaba (BABA) unveiled a new AI model called Qwen 3.5, aimed at executing complex tasks independently.

Stocks see rotation out of momentum AI into spaces that benefit from broader AI integration – analyst

Stocks are experiencing a rotation out of momentum-driven AI trades as investors shift their focus from pure technology ...
Engadget

Meta is reportedly working on a new AI model called 'Avocado' and it might not be open source

Mark Zuckerberg has for months publicly hinted that he is backing away from open-source AI models. Now, Meta's latest AI pivot is starting to come into focus. The company is reportedly working on a ...