Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

A new congressional trading form filed by Congresswoman Marjorie Taylor Greene disclosed that she recently acquired stakes in a number of several companies, including several technology firms. According to the form,

Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. She, or whoever is making her investment decisions, has had a knack especially when it comes to investing in technology stocks.

MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.

Calif., disclosed several new stock trades involving Big Tech names like Nvidia, Apple, Alphabet and Amazon that occurred in the last month.

According to the filing, Pelosi purchased 50 call options on Alphabet and Amazon with a $150 strike price and a Jan. 16, 2026, expiration date, each worth between $250,001 and $500,000. The trades took place on Jan. 14, 2025. Meanwhile, she sold 31,600 ...

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

For her portfolio, Pelosi bought 50 call options of both Alphabet and Amazon at a $150 strike price expiring in January 2026. Each position would be valued at between $250,000 and $500,000.

Tsai Capital, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here. Tsai Capital celebrated 25 years track record in 2024.

Boosted by strong demand and company forays into health care and digital transformation of government, Amazon stock moves into buy range.

Goldman Sachs is forecasting IaaS revenue to grow to $580 billion in 2030. This opportunity has already supercharged Oracle's cloud infrastructure business. Its IaaS revenue in the second quarter of fiscal 2025 (which ended on Nov. 30, 2024) increased 52% year over year to $2.4 billion.

It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors that next-big-thing technologies have an ominous early stage track record.