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 ...
OpenAI would eat Google’s lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL) was a lumbering giant about to ...
The "Magnificent Seven" stocks have produced the lion's share of the S&P 500 's long-term gains. This group of stocks represents 35% of the S&P 500, and if these seven stocks continue to outperform ...
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 ...
Box’s Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness ...
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 ...
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 ...
Both Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have a market cap of at least $3 trillion. But thanks to a recent surge, Alphabet is nearly a $4 trillion company. Still, ...