However, Alphabet has long benefited from a massive level of liquidity and considerable free cash flows. In late 2024, it ...
One such firm that I monitor closely is Coatue Management, founded by Philippe Laffont. During the third quarter, Coatue reduced its position in Nvidia (NASDAQ: NVDA) by 14% -- selling 1.6 million ...
And with generative AI allowing each of the Magnificent 7 to eat into one another’s moats, each company becomes increasingly ...
Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the ...
Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.
Given the growth in front of the stock and its attractive valuation, the evidence suggests Nvidia is a stock to own in 2026.
Nvidia ( NVDA 2.21%) is the only company to reach the $5 trillion valuation threshold, but it has pulled back from that level ...
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and other artificial intelligence stocks. To learn more, check out the short video, consider ...
Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...
Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ stocks to buy according to Wall Street analysts. On November 18, Microsoft, NVIDIA, and Anthropic announced a series of new strategic ...
Microsoft's Q1 FY26 revealed higher-than-expected capex driven by AI infrastructure. Read why a negative market reaction for ...