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Andvari Associates added Microsoft and Amazon to its portfolio, highlighting their strong diversified revenue streams across software, e-commerce, and cloud infrastructure. The firm emphasizes their …
The AI boom is broadening across energy and legacy tech infrastructure. Hyperscalers Microsoft, Amazon, Alphabet, and Meta have committed over $700 billion in combined capital expenditures, driving s…
Oracle's RPO backlog surged 363% YoY to $638B, driven by AI cloud demand, despite stock down 40%. Oracle's Multicloud strategy embeds datacenters inside AWS, Azure, and Google Cloud, benefiting regar…
The S&P 500 has shown strong returns, driven primarily by major technology companies deeply involved in the AI boom. While long-term prospects remain bullish, short-term market performance is highly …
Nebius (NBIS) reports explosive AI infrastructure growth, securing $775M debt facility, expanding GPU capacity to 4GW, and posting 684% revenue growth, outperforming peers NVIDIA, Microsoft and CoreW…
Western Digital (WDC) surges 582% YoY and 203% YTD, driven by AI-fueled hyperscaler demand for storage, margin expansion, and planned HDD/NAND split. Analysts remain bullish with 'Strong Buy' consens…
Analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, countering Burry's bearish bets. Meta and Oracle's hyperscaler pivots broaden Nvidia's customer base, supporting continu…
US stock futures rally ahead of Big Tech earnings from Microsoft, Meta, Apple, Amazon, and Qualcomm. Analysts debate whether soaring AI capex hurts margins, though record 43% earnings growth and 13.5…
Wedgewood Partners' Q2 2026 letter cites Visa, Alphabet, and Apple as top quarterly contributors, highlighting strong revenue growth and AI-driven opportunities, though the fund overall underperforme…
Wedgewood Partners' Q2 2026 letter praises Microsoft's asset growth, cash flow, and OpenAI stake as a hedge against inflation, despite fund underperformance versus benchmarks and momentum-driven mark…
On MSFT Q4 fiscal 2025 call, Nadella called quantum the next cloud accelerator, boosting interest in quantum firms and partnerships; IonQ and Rigetti gains highlighted, with Rigetti favored for execu…