Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.
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.
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.
That leaves one member of the elite group of stocks that Griffin no longer views as so magnificent. He sold 2.1 million ...
The artificial intelligence (AI) sector has dramatically boosted business for Nebius Group ( NBIS 4.63%) and Astera Labs ( ...
Since the Nov. 1 announcement that Berkshire had acquired $4.9 billion worth of Alphabet stock in Q3 2025, shares of GOOG ...
However, Alphabet and Nvidia were the most popular AI stocks with billionaire investors during the quarter. Both stocks ...
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 ...
CrowdStrike’s Q3 FY’26 results, published on Wednesday, not only disproved that argument; they obliterated it entirely.
Microsoft co-founder (NASDAQ:MSFT) Bill Gates once held the vast majority of his personal wealth in the company’s shares. Over decades, he gradually reduced his direct ownership through sales and ...