As Goldman decreases its recession odds, portfolio manager Zehrid Osmani is increasing his from 20%…

The Baron Durable Advantage Fund is up 136% in the last half-decade, dwarfing the S&P 500's 93% gai…

A mega-cap AI stock entered the top 10 holdings of the Church of Jesus Christ of Latter-day Saints'…

"With H100 lead times falling and H200 and GB200 products now in the mix, Nvidia has more levers to…

The Church of Jesus Christ of Latter-day Saints added exposure to mega-cap tech stocks during the f…

Gross said in a post on X to avoid tech, but if you have to invest in the sector, one name stands o…

Microsoft sees tech spending staying strong even if the economy slows, as software that boosts prod…

The portfolio is unique in that it owns concentrated positions in less-heard-of companies, like Coc…

Goldman Sachs' VIP hedge fund basket is up 8.7% year-to-date, outpacing the S&P 500's 5.1% return.

The Church of Jesus Christ of Latter-day Saints pared back its exposure to mega-cap tech stocks dur…

"This was another masterpiece quarter and guidance from Nadella that will send a major ripple impac…

"In a nutshell we view this as Microsoft's "iPhone Moment" with AI set to change the cloud growth t…

Apple could still become the first company to reach a $3 trillion valuation in the coming years, on…

Microsoft turned in 19% revenue growth and 45% EPS growth year-over-year in its fiscal Q3 earnings …

Wedbush's Dan Ives said strong fundamentals will boost US tech stocks up another 7%-10% for the rem…

A permanent shift to telework will bolster the cloud product's growth, and the trend is still "in e…

Wedbush estimates Microsoft is only about 35% through "penetrating its unparalleled" installed base…

Goldman Sachs analysts added Microsoft to their "Conviction List" on Monday, citing the company's b…

Wedbush analyst Daniel Ives sees Microsoft's Azure gaining market share in the cloud services battl…

Microsoft will benefit as cloud computing becomes a "transformational secular trend," said Dan Ives…