Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO) ...

Third Point's Q3 2025 13F portfolio rose to $8.99B, with the top three holdings—PG&E, Amazon, and SPY Puts—comprising ~22% of ...

Marvell's acquisition of Celestial AI positions MRVL to address critical data center bottlenecks. Read why MRVL stock earns a ...

Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the fund ...

Salesforce posted $10.3 billion in Q3 revenue with AI growth at 330%, but the stock fell 29% in 2025. Investors question scalability, Microsoft's lead, and reliance on acquisitions.

The successful hedge fund manager doesn't seem to think this stock is as magnificent as it once was.

Both companies operate in the AI infrastructure space, but one is a superior investment.

Since the Nov. 1 announcement that Berkshire had acquired $4.9 billion worth of Alphabet stock in Q3 2025, shares of GOOG ...

Two AI stocks especially stand out.

Alphabet's stock has surged in recent weeks. The post Better $3 trillion AI stock to buy now: Microsoft or Alphabet appeared first on The Motley Fool Australia.

GitLab (NASDAQ: GTLB) and Microsoft (NASDAQ: MSFT) both reported recent quarters with contrasting stories. GitLab beat estimates on December 2 with 25% revenue growth and expanding margins. Microsoft ...