We are starting a position in former Club holding Alphabet , buying 95 shares at roughly $313. GOOGL will have a roughly 0.76% weighting in the portfolio. We’ve beaten ourselves up plenty over the exit of our long-held position in Alphabet earlier this year. At the time, Jim admitted to being “torn” on the stock…
The stock market broke records during the holiday-shortened trading week. The S & P 500 hit an all-time intraday high Friday but closed slightly lower. Nevertheless, the index rose 1.4% last week, padding an almost 18% year to date advance. Economic data last week lifted investor spirits, with weekly jobless claims, as well as third-quarter…
QTS’s data center in Cambois, North East of England When the U.K. announced its AI Opportunities Action Plan — a grand blueprint to deploy the tech across society — in January, Prime Minister Keir Starmer declared the strategy would make the country an “AI superpower.” One of the key pillars of this plan was a…
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20…
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Google just unveiled a Christmas gift for Gmail users who are still stuck with their embarrassing email addresses from High School. In a long-requested change, account…
Waymo autonomous taxis turns onto Post Street in San Francisco, California, US, on Wednesday, Dec. 17, 2025. David Paul Morris | Bloomberg | Getty Images Waymo temporarily paused its robotaxi service in the San Francisco Bay Area on Thursday, ahead of expected storms in the area, according to a customer notification in the company’s driverless ride-hailing…
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive,…
Thomas Fuller | Lightrocket | Getty Images Tubi hit profitability this year doing what other streaming services are trying to: attract younger audiences who are willing to sit through ads. The Fox Corp.-owned free streaming platform has long been among a sort of second tier of streaming services alongside lower-budget and less popular offerings like…
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI…
Thos Robinson | Getty Images Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce. In June, he told employees that AI agents will start to infiltrate aspects of everyday life, “from shopping to travel to daily chores and tasks.” Four months later, Jassy said on an earnings call that Amazon expects to partner with third-party agents, and has…
