Microsoft, Broadcom, and Oracle were among the portfolio’s top contributors for the quarter, appreciating +32.75%, +65.02%, ...

Beating the S&P 500 over the long run has become the yardstick for measuring truly outstanding investors. Most investors fail ...

Microsoft is excited to introduce two, first-of-their-kind reasoning agents in Microsoft 365 Copilot: Researcher and Analyst. Learn more.

CoreWeave stock’s valuation remains high and puts it at a higher risk profile. Check out why CRWV stock is upgraded to buy ...

AI Is the New Oil – and America Is Laying the Pipeline” was previously published in June 2025 with the title, “War, Tariffs, and the $500 Billion AI Buildout Happening Anyway.” It has since been ...