The tech sector is a dominant force in the market, largely due to the widespread growth of artificial intelligence in the ...
Market concentration has reached levels not seen in decades. The three largest U.S. stocks now represent over 20% of the S&P ...
Microsoft India and South Asia President Puneet Chandok asserts that AI will not eliminate jobs but "unbundle" them, ...
The Magnificent 7 make up around a third of the S&P 500 by weight. But along with outsized returns, these stocks come with ...
Third Point's Q3 2025 13F portfolio rose to $8.99B, with the top three holdings—PG&E, Amazon, and SPY Puts—comprising ~22% of ...
Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the ...
Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.
Microsoft India and South Asia President Puneet Chandok, speaking at the Microsoft AI Tour in India, has said that the ...
Life sometimes throws curveballs, and there are changes that should be factored into financial decisions. Here’s what to tell ...
Microsoft shares have gained 11.9% over the past 12 months and 116.9% over five years. Of the analysts covering the stock, 71 ...
From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.
Hyperion, Loftus Peak and Munro Partners are nursing heavy losses following a brutal sell-off that intensified last week.
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