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
Big tech's historic spending spree on AI infrastructure is creating opportunities across the entire technology stack.
The futures are trading lower for the fourth straight day as we start the week, following deep selling on Monday, especially in some of the big technology names, such as NVIDIA Corp.
Stock News Home Depot trims outlook after Q3 miss: Home Depot (HD) posted its third straight quarterly EPS miss, citing weaker home-improvement demand and fewer
Investors are starting to worry about too much AI-related debt issuance
Amazon and Microsoft cloud services could face stricter EU competition rules as Brussels probes their market power, the bloc's tech chief said Tuesday.
Bitcoin (BTC-USD) briefly slid below $90,000, erasing 2025 gains and reflecting weakened risk sentiment amid economic pressures and rate cut uncertainty. Amazon (AMZN) raised $15B in its first U.S. bo
Amazon's (NASDAQ: AMZN) stock has taken a notable hit following a downgrade from Rothschild Redburn.
The European Commission has launched market investigations on cloud computing services by Amazon and Microsoft under the digital markets act (DMA), which aims to curb the power of Big Tech and ensurin
Blue Sky Capital Consultants Group Inc. raised its position in Amazon.com, Inc. (NASDAQ: AMZN) by 3.6% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 2
Quarterly-filed Form 13Fs allow investors to look over the proverbial shoulders of Wall Street's smartest money managers to see which stocks they've been buying and selling. Billionaire Stanley Drucke
Amazon (AMZN, Financials) is preparing to raise roughly $12 billion from the U.S. corporate bond market, according to a Bloomberg report on Monday, as the compa
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