Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

By 2026, AI-related capex among top hyperscalers could surpass $700 billion. Read why stock-picking will have a larger impact ...

Alphabet delivered strong Q4 2025 results, but I maintain a 'Hold' rating due to valuation and capital expenditure risks.

Amazon (NASDAQ: AMZN) will spend more money this year than it makes. Meta (NASDAQ: META) is burning through its cash reserves. Oracle (NYSE: ORCL) just borrowed $25 billion to fund a deal with a ...

The business model tension is embedded in the usage curve. Google’s stock is on a tear and social media is ripping forecasts by talking heads such as Brad Gerstner from six months ago pointing to the ...

The spending planned by Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp., all in pursuit of dominance ...

Utica author and TEDx speaker Jermiko Thomas releases Adventures of Walter: Children’s ASL Alphabet & Numbers Workbook, ...

Sharp drops hit Wall Street on Thursday as technology stocks fell and bitcoin plunged again to roughly half its record price ...

NEW YORK (AP) — More drops for technology stocks are yanking the U.S. market lower on Thursday, while bitcoin's price dropped ...

NEW YORK (AP) — Dropping technology stocks are dragging the U.S. market lower again on Thursday, while prices for bitcoin, ...