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Mar Vista's U.S. Quality strategy returned +0.20% net-of-fees in Q4 2025. The Russell 1000 Index and the S&P 500 Index returned +2.41% and +2.65%, respectively. Alphabet, Johnson & Johnson and Danaher Corp. were among the portfolio's top contributors for the quarter.
President Donald Trump announced on Monday that his administration is working with major U.S. tech companies, particularly Microsoft Corporation (NASDAQ: MSFT) to prevent Americans from bearing the brunt of data center power consumption.
Microsoft will "make major changes beginning this week" to make sure consumers don't see rising utility bills tied to AI data centers, President Trump said in a social media post. Technology companies have been racing to open up data centers, and utility prices in states with data centers have increased.
U.S. President Donald Trump said on Monday that Microsoft will make "major changes" this week to ensure U.S. consumers do not pay more for electricity because of data centers' power consumption, and his administration was working with other technology companies on the issue of high utility bills.
Meta's (META) artificial intelligence (AI) efforts are in focus after the company hired President Trump's former security adviser, Dina Powell McCormick, as its new president and vice chair. Meta also announced a new AI compute initiative.
Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.
On Jan. 12, 2026, a Bitcoin-linked data center operator's AI pivot and Microsoft deal put its growth strategy under the spotlight.
Making economic forecasts is difficult at any time. But in an age where investors have access to more data than ever, there seems to be more uncertainty than ever before.
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Rumors have been circulating online that Microsoft is preparing to cut tens of thousands of jobs. TipRanks reported that the company is “considering massive layoffs” this month, potentially eliminating between 11,000 and 22,000 roles across the Azure Cloud, Xbox, and global sales teams.
Analyst expectations for where Amazon stock is headed vary somewhat. However, Wall Street remains optimistic overall, especially in the short term..
LifeWealth Investments LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 30.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,724 shares of the software giant's stock after purchasing an additional 2,703 shares during the period. Microsoft
Plimoth Trust Co. LLC trimmed its position in Microsoft Corporation (NASDAQ: MSFT) by 2.6% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,957 shares of the software giant's stock after selling 1,386 shares during the quarter.
Mirova US LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 4.0% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,885,058 shares of the software giant's stock after selling 78,741 shares during the quarter. Microsoft accounts
Oak Harvest Investment Services grew its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 81.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,861 shares of the software giant's stock after purchasing an additional 11,195 shares during the period. Microsoft makes up
Walmart has announced a partnership with Alphabet Inc.'s Google Gemini, which will enable customers to easily discover and purchase products.
Apple remains, to use Warren Buffett's words, "probably the best business" in the world. Microsoft should have tremendous growth potential from AI over the next decade.
First American Bank lifted its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 0.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 200,474 shares of the software giant's stock after acquiring an additional 1,118 shares during the
Copeland Capital Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 4.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,423 shares of the software giant's stock after selling 2,466 shares during the
Farmers and Merchants Investments Inc. cut its stake in Microsoft Corporation (NASDAQ: MSFT) by 5.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 259,399 shares of the software giant's stock after selling 13,686 shares during the quarter. Microsoft makes up