NVIDIA reached a major milestone last year. The leader in artificial intelligence (AI) chips became the world’s largest company when it reached $4 trillion in market value. But the company did not stop there. Nvidia has continued to advance and today remains the largest company, but now worth more than $5 trillion. In recent years,…
Quick reading Invesco QQQ Trust (QQQ): The top five holdings account for approximately 37% of assets, with NVIDIA alone having a 10% weight. QQQ’s entire outcome depends on whether hyperscale AI investment budgets continue to rise through 2026, making July earnings calls critical. QQQ has circular exposure to AI: NVIDIA sells chips to Microsoft, Amazon,…
Quantum computing promises to be one of the next big things in technology, and that has led many growth investors to get into the industry. But when we think about “the next big thing,” that doesn’t necessarily mean tomorrow or even a year or two from now. One thing that has kept some investors from…
Among the Magnificent Seven, Microsoft and Apple are not just heavyweights. They are the fight card. Both are trillion-dollar technology giants that significantly shape the way people live and work, and both remain major forces in the current AI-driven market trend. But while they often clash with each other, their businesses are actually very different,…
The Bill & Melinda Gates Foundation Trust revealed Friday that it sold its last 7.7 million shares of Microsoft (NASDAQ:MSFT) during the first quarter, an outflow of approximately $3.2 billion that ends a decades-long position in the company Gates co-founded (1). That morning a very different story had already been revealed. Hours before Gates’ filing…
Anthropic (ANTH.PVT) is expanding its presence in the legal software market as it continues to grow its enterprise presence. The latest offerings include integration with platforms already used by law firms, such as Box (BOX) and Thomson Reuters (TRI), add-ons designed for specific tasks and roles, such as corporate counsel, regulatory counsel and law students,…
Microsoft (MSFT) is a software giant, known for its Windows operating system and its Office software suite. It is also a hyperscaler. The biggest driver of the stock is artificial intelligence. The company’s revenue comes from three different business segments. These include productivity and business processes, intelligent cloud, and more personal computing. Microsoft’s cloud computing…
LONDON, April 21 (Reuters) – Microsoft must face a massive lawsuit alleging it overcharged thousands of British companies for using Windows Server software “in cloud computing services provided by Amazon, Google and Alibaba,” a London court ruled on Tuesday. Competition attorney María Luisa Stasi is bringing the case on behalf of nearly 60,000 companies running…
Demis Hassabis declared AI competition “wartime” in 2023, when Google (GOOGL) and Microsoft (MSFT) had fallen behind OpenAI, pushing both companies to transform their research and engineering operations into comprehensive competitive efforts. Google backs up its wartime stance with a CapEx forecast of between $175 billion and $185 billion by 2026 (nearly double the $91.45…
Worried about an AI bubble? Sign up to The Daily Upside to receive smart, actionable market news designed for investors. After years as stock market heavyweights, Big Tech stocks look a lot like an early Rocky Balboa: beaten up and on the ropes. The rout has been such that even members of the Magnificent Seven…
