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MSFT

Top US senator calls out supply-chain risk with DoD contractors

The Senate Intelligence Committee chairman questioned the security of Microsoft’s “digital escort” arrangement with its Chinese employees...

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AAPL GOOGL MSFT

Alphabet Is Not A Victim And Seems Ready To Fight

Alphabet Inc. is a Strong Buy amidst AI competition. Learn about its unique AI strengths, data moat, and undervalued market position. Click for my GOOG update...

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AMZN

Amazon buys land in Champlain for development

CHAMPLAIN — A rural Amazon delivery station is coming to the Champlain Industrial Park after the company bought over 17 acres of land to develop there. The sale was announced Wednesday afternoon in a news release from TDC — a key driver of economic growth and business development in the North Country — which sold the 17.76 acres of undeveloped land to Amazon for the anticipated development of .....

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IBM

Rigetti Computing: Irrational Exuberance Has Returned Again

Rigetti stock soars 1,300% amid quantum computing milestones, but is investor optimism overblown with a 450x forward revenue multiple? Read more insights.....

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GOOGL

Alphabet (GOOG) Surged Amidst Generative AI Disruption and Antitrust Challenges

Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm does not focus on short-term outcomes, whether positive or negative, and believes it can enhance the potential long-term returns and reduce risk. In the quarter, the Large Cap Composite returned 7.0% net of […]...

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AAPL AMZN GOOGL MSFT

Is Europe losing the AI race? Magnificent Seven widen gap over Europe’s giants

The US ‘Magnificent Seven’ have pulled far ahead of Europe’s corporate giants, driven by massive AI growth. While US tech surges, Europe’s top firms—mostly in traditional sectors—struggle to keep pace in the new innovation-driven economy.View on euronews...

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TSLA

Here’s Why Joby Aviation Stock Took Off Vertically This Week

Air taxis moved one step closer to commercialization this week. Joby Aviation has heavyweight backers, including Toyota, which is helping ensure the commercial viability of its growth plans. The expansion is a key part of its growth plan as it prepares to scale up production of its air taxis in anticipation of entering the market...

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AMZN

Takeaways from the AP’s reporting on Trump’s business deals

From crypto coins to bibles, overseas development deals to an upcoming line of cellphones, President Donald Trump's family businesses have raked in hundreds of millions of dollars since his election. The sums collected are far greater than those made by the family during Trump's first term, when patronage of his hotels and other properties was de rigueur to curry favor with the famously transactional commander-in-chief. Trump made money during his first term by turning his hotels and resort properties into destinations for his MAGA allies — and those who sought to curry favor with him...

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AMZN

Amazon Hits an Artificial Intelligence Milestone. And It Could Signify Huge Profit Growth Ahead.

The e-commerce and tech titan now has more than 1 million robot workers. The company is working to make its robots smarter and more efficient. Amazon's profitability has risen over the years and that trend is likely to continue...

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AAPL

Here’s Why MP Materials Blasted Higher Again This Week

The necessity to secure a reliable domestic supply of rare earth materials is driving MP Materials stock higher. A deal with Apple followed a landmark agreement with the Department of Defense. Shares in rare-earth materials and magnets company MP Materials (NYSE: MP) blasted higher by 33.6% in the week to Friday morning...

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