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.
Hedge fund billionaire Daniel Loeb reshuffled positions at Third Point LLC in the fourth quarter, adding several new consumer and international plays while trimming exposure to select mega-cap and semiconductor names.
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. [...]
In a watershed moment for the digital infrastructure sector, Equinix, Inc. (NASDAQ: EQIX) has set a new benchmark for the industry, forecasting a record $10 billion revenue outlook for 2026. The announcement, delivered during the company's early February earnings call, sent shares surging over 10% as investors pivoted their focus
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
The American consumer, long the undisputed engine of global economic growth, appears to have hit a significant roadblock. In a data release that sent tremors through Wall Street this mid-February 2026, the Department of Commerce reported that retail sales for the previous period were officially flat, coming in at a
