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Anthropic plans a public debut at an estimated $2 trillion valuation in the coming weeks. While investors seek early access through various ETFs, analysts caution against pre-IPO premium risks and ho…
Top mutual funds purchased nearly $14 billion worth of Apple stock in the latest monthly period. Following recent earnings, strong institutional demand has positioned AAPL shares for a potential brea…
The inaugural Roundtable 100 ranking places tech giants Nvidia, Apple, Broadcom, and Tesla near the bottom due to limited remaining growth upside compared to smaller peers. Mid-cap growth stocks and …
Apple shares rose 3% as hardware engineering veteran John Ternus officially succeeded Tim Cook as CEO. Investors viewed the transition as smooth and orderly, turning attention to upcoming catalysts i…
OpenAI CFO Sarah Friar announced plans to postpone the company's IPO until 2027. Backed by a substantial recent funding round and strong revenue runway, management is taking time to scale compute cap…
Stanley Druckenmiller and Cathie Wood both substantially boosted positions in Amazon and Alphabet during Q2. Amazon saw accelerated AWS revenue growth of 37% and expanding margins, while Alphabet off…
Microsoft, Alphabet, and NVIDIA report explosive AI-driven growth. Azure crossed $100B in revenue, Google Cloud surged 82%, and NVIDIA projects $1 trillion in Blackwell and Rubin chip sales through 2…
Apple shares rose nearly 3% following revamped EU App Store terms and bullish commentary highlighting its underappreciated AI potential via Siri. Despite near-term pressures and rotational shifts tow…
Anthropic's annualized revenue is projected to top $65 billion, positioning it to potentially rival SpaceX for the largest IPO of 2026. Anthropic's private market valuation has climbed to approximate…
Vanguard's core ETF lineup highlights strong year-to-date performance across tech, broad market, and dividend strategies. Mega-cap leaders like Nvidia, Apple, Microsoft, Broadcom, JPMorgan, and Exxon…
Alphabet's 2015 $900 million investment in SpaceX has surged to nearly $78 billion, representing a massive balance sheet asset. However, analysts caution that the stake accounts for under 2% of Alpha…
Baupost Group increased Alphabet stake by 16% in Q2, reflecting confidence in Google Cloud's 82% revenue surge and tripled operating income, despite heavy AI capex plans for 2026.
Norway's sovereign wealth fund revealed a $499B kroner stake in Alphabet, its third-largest holding. Stock rose 1.1% but trades 38.53% above GF Value, raising valuation concerns despite strong AI/clo…
Alphabet fell 7% despite a 199% EPS beat, 24% revenue growth, and Cloud growth of 82%. Author views the selloff as mispricing versus MSFT/AMZN rallies on similar AI capex, citing GOOGL's low PEG and …
Microsoft posted a strong Q4 FY26 beat with 31% net income growth, 45.6% operating margin, Azure surpassing $100B revenue, and $678B backlog, reinforcing a bullish AI-monetization thesis versus Amazo…
Hyperscalers Meta, Microsoft, Alphabet, and Amazon are driving record AI-related debt issuance, pushing IG spreads to historic tights. Analysts warn spreads offer little cushion if AI returns disappo…
Meta soared nearly 9% after raising revenue and capex forecasts. Tesla rose 2.4% on plans to double capital expenditure. Microsoft dropped 7.5% as cloud revenue disappointed, raising concerns over AI…
Meta soars 7.9% on strong revenue forecast and 73% capex increase; Tesla rises 2.9% with record capex plans; Microsoft drops 6.4% due to cloud revenue concerns and doubts over AI investment returns.
Alphabet shares rose over 7% this week, boosted by Berkshire Hathaway's large purchase and strong AI positioning, while Microsoft lagged amid sector-wide pressure on mega-cap tech stocks.