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Stock Selection

Tech Giants Advance AI Products and Build Data‑Center Power as Markets Lean In

Analysts call the wave of AI product launches and data‑center deals investment catalysts that could shift cloud compute economics and corporate growth prospects.

7 ARTICLES

4mo ago

Conestoga’s Smid-Cap Strategy Fell 10% in Q1, Lagging Russell 2500 Growth

19 ARTICLES

5mo ago

Conestoga and Wedgewood Detail Q1 Results and Portfolio Moves in Investor Letters

7 ARTICLES

5mo ago

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

58 ARTICLES

6mo ago

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

25 ARTICLES

6mo ago

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

134 ARTICLES

7mo ago

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

36 ARTICLES

7mo ago

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

36 ARTICLES

7mo ago

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

12 ARTICLES

7mo ago

Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

13 ARTICLES

7mo ago

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

26 ARTICLES

7mo ago

Microsoft Selloff Triggers Tech Repricing as AI Capex Soars

187 ARTICLES

8mo ago

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

180 ARTICLES

8mo ago

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

155 ARTICLES

8mo ago

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

70 ARTICLES

8mo ago

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

40 ARTICLES

8mo ago

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

37 ARTICLES

this yr.

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

104 ARTICLES

this yr.

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

66 ARTICLES

last yr.

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds

Stock Selection

Tech Giants Advance AI Products and Build Data‑Center Power as Markets Lean In

Conestoga’s Smid-Cap Strategy Fell 10% in Q1, Lagging Russell 2500 Growth

Conestoga and Wedgewood Detail Q1 Results and Portfolio Moves in Investor Letters

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

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Stock Selection

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

Microsoft Selloff Triggers Tech Repricing as AI Capex Soars

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds

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Stock Selection