While AI is one of the structural themes informing our investment thinking, as ever, we remain firmly committed to diversification. Our clients’ portfolios are spread across thousands of securities, ...

The Ten Titans already make up 38% of the S&P 500, but their share could grow if companies keep delivering on investor ...

Amazon › Investors searching for long-duration compounders don't need to overcomplicate things. One approach is to look for ...

Against its 2040 goal of net-zero pollution, Amazon increased its carbon footprint. The retail-tech giant's artificial ...

Sometimes, AI feels more like magic than technology. But like any other tool, it can be as useful as it is often dangerous, ...

Every investing era has its defining moment. In the 1980s, Apple squared off against IBM. In the 1990s, Amazon reshaped retail. And now, it’s AI transforming industries at a breakneck pace. It’s a ...

Meta has reportedly inked a $10 billion deal with Google for the use of its cloud services.

The Allen Institute for AI (Ai2) received a significant funding boost of $152 million. This money is earmarked for building ...

Amazon.com, Inc. (NASDAQ: AMZN) is among the best stocks to buy now according to AI. On Monday, it was revealed that Arm ...

The former Adept CEO said he hopes to be "remembered more as "an AI research innovator" than a "a deal structure innovator." ...

Its second quarter was a blowout, with a 31% increase in revenue and a 21% increase in operating income. Free cash flow rose by 27%, and it delivered a 16% margin.

UW professor Jeff Shulman joins the GeekWire Podcast to discuss Seattle’s role in the AI era, the city’s startup challenges, ...