Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
Two stock picks to capitalize on Wall Street’s misguided AI fears


Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
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Bitcoin Magazine Strategy (MSTR) Pauses Bitcoin Buying and Spends $205 Million on Preferred Stock Strategy skipped bitcoin buys for the week of October 19–25 and spent $204.9 million buying back its STRC preferred stock. This post Strategy…
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The NBA just handed Kalshi and Polymarket a coveted seat at the table, naming both platforms preferred prediction-market exchanges on Oct. 26, 2026, while securing something traditional betting partnerships rarely offer: direct oversight o…
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Bitmine is closing in on an extraordinary milestone, controlling nearly 5% of all ether while spending almost $400 million so far this year buying back its own shares. The company’s expanding crypto empire now holds $15 billion in assets a…
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Arthur Hayes wrote in August 2025 that ENA “can 51x from the current levels.” Saturday, he said he dumped it 98% below his profit target. The post Arthur Hayes sold ENA 98% below his profit target appeared first on Protos.