Investors are uncertain about tech companies because of AI spending, not the Iran war. Four major hyperscalers spent $410.2 billion last year, and there's concern about whether the returns will justif
Our largest portfolio company, Samsung Electronics, outperformed in 2025 after underperforming in 2024. Samsung was awarded HBM qualification with NVIDIA in 2025 and ramped production quickly. South K
Nvidia's GPUs are still the gold standard for artificial intelligence (AI) compute. Alphabet is developing a robust AI business and demonstrating incredible growth in its cloud business.
Alphabet's cloud computing segment is accelerating rapidly, driving immense profitability. The company is embedding its artificial intelligence models across its sprawling ecosystem.
Jasjeet Sekhon, a top Bridgewater Associates executive, is joining Google's artificial intelligence unit DeepMind as its chief strategy officer, DeepMind founder Demis Hassabis said on Wednesday.

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Alphabet's Google provides services that millions of people rely on every day. Marvell Technology provides essential components for tomorrow's artificial intelligence (AI) data centers.

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Seven companies remain leaders in their respective industries. But their elevated valuations and moderating growth metrics reduce relative appeal below their peak years. With only one of the Magnifice

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Google's revamped Stitch platform is being pitched as a tool that lets anyone, turn plain‑language ideas into high‑fidelity software interfaces. Google framed the shift as part of a broader transf
Alphabet boosts Google Cloud security with Wiz deal, strengthening AI-driven growth as it battles AWS and Azure in a fast-growing cloud market.
The tech giant has been rebuilding its relationship with the Defense Department and is poised to benefit as it sidesteps competitors' controversies.

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Nvidia is set to benefit from surging AI infrastructure spending. Alphabet has a long-term advantage by having a complete AI stack.
Google said on Wednesday it ​was developing new search controls to let websites opt out of ‌its generative AI features, as the U.S. tech giant sought to address the British competition regulator's
While Alphabet was perceived for a time as a laggard in the AI race, it's now seen as a leader. Its stock price climbed nearly 66% in 2025.
Alphabet is one of the newest Buffett stocks -- and one of the best. Amazon checks off multiple boxes of the Buffett playbook.
Billionaire Chase Coleman runs a hedge fund that crushed the S&P 500 over the last three years; he currently has 20% of his portfolio invested in Alphabet and Microsoft. Alphabet has reasserted itself
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