Arm Holdings (ARM) said it will fold NVIDIA's (NVDA) NVLink Fusion into its Neoverse platform, deepening a tie aimed at speeding AI data-center builds and reduc
Amazon (AMZN) and Microsoft (MSFT) fell about two percent on Tuesday morning after the European Commission began reviewing their cloud businesses under the Digi
Amazon (AMZN, Financials) plans to raise $15 billion through a U.S. dollar bond offering, according to a filing released Monday. It marks the company's first U.
Amazon's self-driving unit Zoox opened its waitlist on Tuesday for users in San Francisco, offering free rides, just days after Alphabet's Waymo said it will provide robotaxi rides in the same market.
Bank of America, in a survey of global fund managers released Tuesday, found the largest perceived risk for markets is that AI stocks are in a bubble, with concerns some companies are over-hyped and d
Amazon's (AMZN) cloud empire just hit a moment that could reshape how investors think about hyperscale power in Europe. Brussels has opened a formal investigati
European Union regulators on Tuesday designated 19 technology companies, including Amazon Web Services , Google Cloud and Microsoft , as critical third-party computing providers for the bloc's finance
The bull case for generative AI may be losing steam. Analyst Alexander Haissl at Redburn is cutting his ratings on Microsoft and Amazon to neutral, saying the Gen-AI boom is NOT the next cloud.
While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one
Anyone who thought the surge in artificial intelligence spending might ease should look away now. UBS notes that America's big four cloud providers have unveiled yet another round of eye-watering inve
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Winn-Dixie expands Amazon return kiosks to 68 additional stores across Florida.
Anyone who thought the surge in artificial intelligence spending might ease should look away now. UBS notes that America’s big four cloud providers have...

Baron Opportunity Fund Q3 2025 Portfolio Update

10:06am, Tuesday, 18'th Nov 2025
This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter po
Zoox, Amazon's self-driving tech company, has begun offering rides to the public in its purpose-built robotaxis in San Francisco, following a similar launch in Las Vegas. For now, rides in the electri
Zoox on Tuesday began allowing select San Francisco users to hail its driverless vehicles, pitting the Amazon-owned robotaxi service against Alphabet's Waymo in the same market for the first time. Rid
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