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Nvidia is increasing AI server prices by over 15% next year to defend margins against rising memory costs. Concurrently, the chipmaker is investing heavily in AI startups Poolside and Perplexity to f…
Eagle Capital Management highlighted MercadoLibre and Amazon as major e-commerce beneficiaries of AI, advertising, and warehouse automation. The fund noted both platforms maintain massive scale advan…
Berkshire Hathaway disclosed a massive $17 billion investment in Alphabet, turning it into a core portfolio holding. The move highlights Alphabet's attractive valuation, 24% year-over-year revenue ex…
Databricks secured a new funding round valuing the company at $190 billion, up over 550% from late 2023. Early backers benefiting from the valuation surge include Nvidia, Nancy Pelosi, and Cathie Woo…
S&P 500 Q2 earnings surged 50% YoY, the highest since 2021, with 86% of firms beating EPS estimates. Amazon posted a $53.4B gain from its Anthropic investment, highlighting AI-driven corporate resili…
The Meridian Small Cap Growth Fund reported a strong Q2 2026 return of 21.54%, driven by a market rally led by tech, healthcare, and AI investments, though it slightly lagged its benchmark. The lette…
Blackstone posted a strong Q2 earnings beat, driven by AI-linked investment gains and record AUM, but shares stayed flat as investors await sustained growth and monitor retail redemption trends in pr…
Blackstone reported a strong Q2, beating earnings estimates due to successful AI investments and record inflows. While private credit growth slowed, their strategic AI partnerships and monetization a…
Pure Storage reported strong revenue growth but declining operating margins, while Nvidia is highlighted for significant long-term growth, indicating positive market momentum for NVDA amid broader te…