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Mar Vista U.S. Quality Q2 2025 Commentary

Mar Vista’s U.S. Quality strategy returned +12.40% net-of-fees in the second quarter of 2025...

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GOOGL

Wall Street Can’t Ignore This: Nvidia’s $6 Trillion Dream Is Back On Track

After a 67% surge, Nvidia reclaims its crown--and bulls say this is just the beginning...

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GOOGL

AES Whipsaws On Renewable Tax Cuts, Takeover Interest

AES stock jumps on reports of potential takeover interest. Solar, wind utilities to lose renewable tax cuts...

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GOOGL

Apple’s AI Approach Lags Rivals, But Acquiring Perplexity AI Could Be ‘Game Changer,’ Wedbush Says

Apple (AAPL) risks falling behind in the AI race and acquiring Perplexity AI could be the catalyst n...

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GOOGL

Microsoft Is Cutting 9,000 Jobs in the Latest Round of Layoffs. How Should You Play MSFT Stock Here?

Microsoft’s layoffs will not halt the stock’s uptrend...

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GOOGL

Apple Has Dropped the Ball on AI. Buying Perplexity Could Help It Catch Up, Say Analysts.

Apple is fresh out of luck. The iPhone maker must act fast to capitalize on artificial intelligence before it’s too late—an acquisition could be the answer. While hyperscalers like Alphabet Amazon.com and Meta Platforms have seized the opportunity to monetize AI, which the firm dubs “the biggest tech trend in the last 50 years,” Apple remains sidelined, “watching this 4th Industrial Revolution race go by at 100 miles an hour.”...

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GOOGL

5 Things to Know Before the Stock Market Opens

News of the day for July 9, 2025...

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GOOGL

Exclusive: Arm estimates a 14-fold increase in data center customers since 2021, company says

SAN FRANCISCO (Reuters) -The number of customers that use Arm-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas, chip technology maker Arm has been working to expand its business into the PC market and has made substantial gains selling its architecture for data center chips as well. Like other chip companies, Arm has benefitted from the frenzy around generative artificial intelligence computing and said a significant portion of its data center growth is due to AI...

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GOOGL

The Zacks Analyst Blog Highlights Microsoft, Alphabet, Amazon and Nvidia

MSFT surges ahead in AI and cloud, with $13B in AI revenue, Copilot adoption, and $80B in infrastructure fueling growth...

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GOOGL

The Zacks Analyst Blog Highlights Alphabet, Microsoft, Amazon and NVIDIA

GOOGL bets big on AI and cloud as it expands Google Cloud's reach with NVIDIA-backed tools and global enterprise deals...

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