There are plenty of reasons to be concerned about the direction the market is heading right now. Whether it's GDP, jobs reports, or various measures of CPI, most key indicators suggest we could be due
American Express is a cornerstone of Berkshire's portfolio, representing about 15% of its total equity holdings. Alphabet's cloud computing business is growing rapidly and driving significant expansio
Alphabet has performed very well since its stock split, generating a fantastic return of 167%. Netflix has struggled in the months following its stock split, largely due to its bidding war with Paramo
CoreWeave has a couple of important competitive advantages over its data center peers. Taiwan Semiconductor Manufacturing's lead in the chip foundry business is essentially insurmountable.
AWS just delivered its best quarter in more than three years. Google Cloud grew at nearly a 50% pace in Q4.
Google announced a commitment to a $1 billion investment to expand its data center expansion in Lenoir, North Carolina, over the next two years.
The leaders of Meta's AI division have also discussed temporarily licensing Google's Gemini model to power its products.
Quantum computing stocks as a class have beaten the market over the last year. Nvidia is quietly integrating some of its core product lines into quantum computing systems.

The Big 3: PLTR, NVDA, GOOGL

12:34pm, Friday, 13'th Mar 2026
Tim Bohen (@Stockstotrade) braves wintry weather in Michigan to join the latest Big 3 segment on @SchwabNetwork. He and Jenny Horne discuss the fundamental setups for a trio of notable AI names: Palan
Linde was purchased due to its essential and resilient business model, anchored by long-term contracts and leadership in industrial gases. We sold Oracle due to concerns about downside risk as its inv

Amazon: Just Like Google In 2023

11:01am, Friday, 13'th Mar 2026
Amazon is aggressively investing in custom silicon and AI infrastructure, driving AWS revenue acceleration but raising concerns over capex and free cash flow. AMZN's AWS backlog reached $244B, and cus
The fee reduction is part of broader global scrutiny of Apple's "Apple Tax," which has been a focal point of antitrust discussions worldwide.
Meta Platforms has reportedly delayed the release of its next artificial-intelligence model.
Form 13Fs let investors track which stocks Wall Street's preeminent money managers bought and sold in the latest quarter. Billionaire Stanley Druckenmiller jettisoned his fund's entire stake in NAND f
First Trust Advisors LP trimmed its stake in shares of Alphabet Inc. (NASDAQ: GOOGL) by 9.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securiti
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