Big tech companies, particularly Microsoft and Meta, are investing heavily in AI infrastructure with capital expenditures potentially reaching $1 trillion soon. While this raises concerns about a possible AI bubble, these firms have strong growth and earnings to support their spending. Investors remain cautious but early signs of AI-driven revenue growth from platforms like Meta's ads and Microsoft's Azure suggest the investments could pay off. The coming years will be critical to see if returns justify the high CapEx, but the potential rewards may surprise skeptics.
The Bill & Melinda Gates Foundation completed its exit from Microsoft by selling its remaining 7.7 million shares worth about $3.2 billion in early 2026. This move follows a phased reduction starting two years ago, with the largest sale in late 2025....
Whale Rock Capital Management, led by Alex Sacerdote, quietly acquired five niche technology stocks in Q1 2026, focusing on AI infrastructure rather than headline names like Nvidia or Microsoft. These include companies specializing in semiconductor t...
Two unconventional ETFs use alternative data to guide investments: the Unusual Whales Subversive Democratic Trading ETF (NANC) tracks stock disclosures by Democratic Congress members, while the VanEck Social Sentiment ETF (BUZZ) analyzes social media...
CoreWeave expects to exceed a $30 billion annualized revenue run-rate by fiscal year 2027, supported by a $99.4 billion backlog and over 75% contracted capacity for 2027. The company's growth is driven by increasing power capacity and higher pricing ...
The S&P 500 achieved its seventh consecutive weekly gain, driven by strong performances in large cap growth stocks, energy, commodities, and cybersecurity sectors. Key contributors include major tech companies like NVIDIA, Apple, and Microsoft, which...
