Quick Read Google (GOOG) fell 5.29% this week. Selling has accelerated amongst the Magnificent 7, with each stock in the group now down year-to-date. Google issued $20B in bonds to fund AI infrastructure. Google announced a $10B data center campus in Kansas City. EU regulators approved Google’s $32B acquisition of Wiz on February 12. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Alphabet (NASDAQ:G ...

Core Viewpoint - Most investors are not in favor of Amazon's $200 billion capital expenditure plan, primarily aimed at enhancing its Amazon Web Services (AWS) division, but the alternative of not investing could be more detrimental [2][3]. Investment Plans - Amazon plans to allocate $200 billion for capital expenditures, with a significant portion directed towards AWS, which is crucial for its AI business [2]. - In 2025, Amazon generated $717 billion in revenue, resulting in a net income of $77.7 billion, highlighting the scale of its operations [2]. Market Position - AWS is losing market share to competitors like Microsoft and Google, with its share dropping to a multiyear low of 28% [5]. - Despite a year-over-year revenue increase of nearly 24% for AWS, the growth rate is slower than that of its top competitors, and profit margins are decreasing [7]. Investment Justification - Amazon has demonstrated the ability to achieve respectable returns on its AI investments, such as its Trainium and Inferentia AI processing chips, which are competitive with Nvidia's offerings at lower costs [8]. - The introduction of Amazon Bedrock has facilitated the development of generative AI applications for cloud customers, with a reported 60% quarter-over-quarter growth in customer spending [9]. Future Outlook - The capital expenditures are expected to position Amazon favorably in the rapidly growing AI data center market, projected to expand at an average annualized rate of 35.5% through 2034 [9].

Core Insights - Akamai Technologies is a significant player in the cloud services and cybersecurity industry, providing solutions that enhance internet application performance and security [1] - The company is experiencing a notable increase in stock price, attributed to rising demand for its security solutions amid growing cloud computing and security concerns [2][3] Financial Performance - Akamai is expected to report quarterly earnings of $1.75 per share, reflecting a 5.4% increase from the previous year, with projected revenues of $1.08 billion, indicating a 5.6% growth [4] - The company's financial metrics include a price-to-earnings ratio of 32.15, a price-to-sales ratio of 3.89, a debt-to-equity ratio of 1.11, and a current ratio of 2.28, showcasing its ability to meet short-term liabilities [5] Market Position - Akamai's offerings are well-positioned to capitalize on the increasing demand for security solutions, particularly with the expansion of 5G and IoT devices [3] - Competitors in the market include Cloudflare and Amazon Web Services, which also provide cloud and security services [1]

We recently published 10 Market Beasts Leaving Wall Street in the Dust. Fastly Inc. (NASDAQ:FSLY) was one of the best performers on Friday. Fastly rallied to a new two-year high on Friday, as investors took heart from a strong earnings performance and a double-digit growth outlook for this year. At intra-day trading, the stock climbed to its highest price of $19.14 before trimming gains to finish the session just up by 13.84 percent at $18.26 apiece. Fastly Photo from Fastly website In an earnings cal ...

Mitigate Concentration Risk in Tech, Energy With RSPT & RSPGIn a market environment fraught with uncertainty, concentration risk should be mitigated when looking for sector-specific exposure. Two optimal moves in the tech and energy sector — the [Invesco S&P 500 Equal Weight Technology ETF (RSPT)] and the [Invesco S&P 500 Equal Weight Energy ETF (RSPG)]— give investors strategic, equally weighted exposure to these sectors. They do so by mitigating concentration risk that can come with funds tracking market- ...

Core Viewpoint - The U.S. Federal Trade Commission (FTC) is intensifying its investigation into Microsoft, focusing on the company's licensing practices and its impact on competition in the AI and cloud computing sectors [1][2]. Group 1: FTC Investigation - The FTC has issued civil investigative requests to multiple competitors in the enterprise software and cloud computing markets, with at least six companies reportedly receiving these demands [2]. - The investigation aims to gather information regarding Microsoft's bundling of AI, security, and identity software within its offerings [2][3]. Group 2: Market Power Concerns - In 2024, the FTC initiated an investigation into whether Microsoft abused its market power in productivity software by imposing restrictive licensing terms that hinder customers from migrating their data to rival cloud platforms [3]. - Competitors have accused Microsoft of practices that effectively lock customers into its Azure cloud service, raising concerns about competitive fairness [3]. Group 3: Competitive Complaints - Google has lodged a complaint with the European Commission, alleging that Microsoft is leveraging its dominant Windows Server operating system to stifle competition [4].

Oracle Corp (NASDAQ:ORCL) shares are trading lower Wednesday morning after initially surging in early trading after the Centers for Medicare & Medicaid Services (CMS) selected Oracle Cloud Infrastructure (OCI) to host key mission-critical systems. Here’s what investors need to know. CMS Chooses Oracle For Medicare, Medicaid Cloud Migration The federal health agency will shift select on-premises workloads to OCI as part of an IT modernization effort, leaning on Oracle's FedRAMP High-authorized cloud to mee ...

An updated edition of the Dec 24, 2025 article.The global drone technology market is entering a new phase of expansion, driven by advancements in artificial intelligence (“AI”) and cloud computing.The embedding of AI has made modern drones faster and more versatile than ever. AI incorporation is driving the autonomous navigation functionality of drones, enabling them to autonomously plan their flight paths based on real-time data, such as environmental terrain. The integration of 5G and advanced Wi-Fi techn ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...