While Klarman was loading up on shares of e-commerce and cloud infrastructure service titan Amazon, he was sending shares of a trillion-dollar competitor to the chopping block.
Waymo told Congress it has never remotely driven its robotaxis on U.S. roads, defending its use of overseas support staff while lawmakers question safety and national security risks tied to remote assistance operations.
On February 17, 2026—just days after the launch of its flagship Claude Opus 4.6—Anthropic released Claude Sonnet 4.6, heralding it as the "most capable Sonnet model yet." This mid-tier powerhouse is now the default for Free and Pro users on claude.ai, Claude Cowork, and via APIs on platforms like Amazon Bedrock and Google Vertex AI. [...]
Apple rebounded after a high-profile analyst reiterated confidence in its AI outlook, but attention now shifts to Siri upgrades and the March product event as investors look for clearer proof of AI-driven growth.
Alphabet Inc. (NASDAQ: GOOGL) has officially entered uncharted territory, reporting a fiscal year 2025 that saw the tech giant surpass $400 billion in annual revenue for the first time in its history. This milestone was propelled by a staggering 48% year-over-year surge in Google Cloud revenue during the fourth quarter,
The "AI honeymoon" for Big Tech appears to have reached a turbulent conclusion as of February 17, 2026. Microsoft (NASDAQ: MSFT) has seen its stock price undergo a sharp 14% correction over the last three weeks, a direct response to the company’s Q2 FY26 earnings report released on January
MENLO PARK, CA — Meta Platforms (NASDAQ:META) stunned Wall Street this week, reporting a massive 24% year-over-year surge in advertising revenue that has silenced critics of the company’s aggressive pivot toward artificial intelligence. Driven by the full-scale deployment of its "Andromeda" ad delivery system and the deep integration of
The opening weeks of 2026 have witnessed a tectonic shift in global capital markets, marking what analysts are calling the "Great Sector Rotation." After three years of relentless dominance by artificial intelligence and cloud computing giants, the tide has abruptly turned. Investors are staging a massive exodus from high-multiple Software-as-a-Service
As of February 17, 2026, the American financial landscape is undergoing a tectonic shift. Following the landmark legislative analysis released on February 12, 2026, markets are finally pricing in the full magnitude of the One Big Beautiful Bill Act (OBBBA). This sweeping legislation, which many analysts initially viewed as a
NEW YORK — In a historic reversal of market dynamics, the utility sector, long the stolid and predictable "bond proxy" of Wall Street, has emerged in early 2026 as one of the most aggressive growth engines in the equity market. Driven by the voracious electricity demands of artificial intelligence (AI) data
The "Magnificent Seven" companies are pivoting aggressively toward a capital-intensive future dominated by artificial intelligence infrastructure. In a definitive signal of the insatiable appetite for high-quality corporate debt, Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion U.S. dollar bond offering on February 10, 2026. The sale, which
