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…

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.

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

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…

All three benchmark indexes surged, with the Dow and the S&P 500 on track to notch their best month…

"We estimate for every $100 of cloud Azure spend with MSFT the last few years there is an increment…

Tesla reached the top 10 holdings of the Church of Jesus Christ of Latter-day Saints' $47 billion s…

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…