Generation Investment Management co-founder David Blood has increased the firm’s position in Amazon.com, Inc. (NASDAQ: AMZN), signaling a notable strategic tilt back toward large-cap technology within its sustainability-focused portfolio. The move was disclosed in the firm’s latest Form 13F, filed with the U.S. Securities and Exchange Commission. The report details portfolio holdings as of the … Read more
Shares of NVIDIA (NVDA) are under pressure again this week, falling roughly 2% ahead of the company’s highly anticipated Feb 25 earnings report, while rival AMD continues to climb. NVIDIA Corporation (NVDA) closed at $182.81, down $4.13 (-2.21%) at 4:00 PM EST. Advanced Micro Devices, Inc. (AMD) closed at $207.32, up $1.38. The two stocks … Read more
Netflix (NFLX) dropped 3.77% over the past 24 hours to $75.86, with its market cap (intraday) now at $321.79 billion, as concerns over a potential rival bid for Warner Bros. overshadowed broader market declines. The Communication Services sector fell 1.82%, and the S&P 500 dropped 1.6%, but Netflix’s decline reflects specific pressures from the Warner … Read more
The U.S stock market experienced a rough decline on Thursday, February 12. The Dow Jones Industrial Average fell over 600 points, down 1.34% to close at 49,451.98, marking its third consecutive day of loss. The S&P 500 also dropped 1.57% to 6,832.76, entering a negative territory for the year. While the Nasdaq Composite was the … Read more
Institutional interest in Alphabet Inc. ($GOOG) continues to build after a16z Perennial Management L.P. disclosed a new position totaling 27,858 shares, according to its latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC) for the current quarter. Meanwhile, Alphabet Inc. (GOOG) closed at $309.37, down $1.87 (-0.60%) at 4:00 PM EST, and … Read more
ARK Investment Management has reduced its position in Tesla, Inc. (TSLA) by 675,130 shares, according to its latest trading disclosures, marking one of its largest Tesla trims in recent months. The move, reportedly valued at an estimated $290 million to $300 million based on February 2026 price averages, reflects what the firm describes as a … Read more
Amazon shares have entered a Technical Bear Market, falling more than 20% from recent highs and triggering a wave of short-term selling. Yet beneath the headline-grabbing decline lies a far more complex story: a historic $200 Billion AI Capex plan that could redefine the company’s long-term competitive moat. Amazon.com, Inc. (AMZN) closed at $199.60, down … Read more
Micron Technology (MU) shares rose after Morgan Stanley lifted its price target on the memory giant to $450, up from $350, reinforcing bullish sentiment around MU stock. Micron Technology, Inc. (MU) closed at $413.97, up $3.63 (+0.88%) at 4:00 PM EST, and continued higher in after-hours trading, gaining another $2.76 (+0.67%) to $416.73. Moreover, Micron … Read more
SCS Capital Management LLC, under the leadership of Tony Abbiati, made a few portfolio adjustments, including reducing the Amazon.com, Inc. stake by 3,784 shares on February 12, 2026. This transaction marks the investment advisory firm’s most recent adjustments to its Amazon holdings, reflecting a minor trimming of its position in the e-commerce and cloud computing … Read more
SoftBank Group Corp. reported a sharp turnaround in its latest quarterly earnings, fueled by a massive $4.2 billion valuation gain on its investment in OpenAI. The surge helped lift SoftBank’s Vision Fund (SVF2) back into profitability and underscored CEO Masayoshi Son’s aggressive “AI-first” strategy. The Japanese conglomerate posted a quarterly net profit of $1.62 billion … Read more
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