FY2025 results surpass estimates, driven by AI leadership, Google Cloud growth, and undervaluation. Click for my updated look ...

Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology ...

Harris Associates' Q1 2025 portfolio shifts reveal major stake changes in top stocks like ConocoPhillips and Airbnb.

Nvidia ( NVDA -2.09%), Taiwan Semiconductor Manufacturing ( TSM -2.04%), and Alphabet ( GOOG -0.70%) ( GOOGL -0.66%) are at ...

For perspective, the second-largest semiconductor foundry is Samsung, which has a roughly 7% market share.

Latest 13F filings reveal that the first quarter of 2025 saw institutional investors significantly retreating from the technology sector.

In Q1, gaming VC activity may have finally settled into a new normal — though it's a leaner, more selective market, PitchBook said.

Key Points Alphabet hasn’t been paying dividends for very long, and the annual yield isn’t impressive. Yet, Alphabet’s firm ...

Palantir is quickly becoming one of the biggest artificial intelligence (AI) winners. Nvidia, AMD, and TSMC are all set up to ...