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Nuveen's CIO expresses optimism on Alphabet's earnings growth and plans increased tech investments. Google pilots home listing boosts impacting Zillow and CoStar, highlighting AI sector competition a…
NVDA benefits from rising semiconductor sales driven by AI demand, with strong earnings growth forecasts. The semiconductor sector shows robust expansion expected to continue into 2026, fueled by maj…
Microsoft's strong cloud and AI demand boosts revenue 35% YoY, with robust future growth and $80B planned investment, positioning it ahead of AWS and Google Cloud.