Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] - The firm's core expertise lies in disruptive technologies reshaping modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Microsoft Corporation (NASDAQ:MSFT) is one of the Top AI and Technology Stocks to Buy According to Hedge Funds. On December 9, Bloomberg reported that Microsoft Corporation (NASDAQ:MSFT) pledged to invest $17.5 billion in AI and cloud computing in India over the span of 4 years. The company highlighted that this investment would focus on 3 pillars, i.e., scale, skills, and sovereignty. Microsoft (MSFT) Pledges to Invest $17.5 billion in AI and Cloud Computing in India Overall, Microsoft Corporation (NASD ...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Top AI and Technology Stocks to Buy According to Hedge Funds. On December 5, Eric Sheridan, an analyst from Goldman Sachs, reiterated a “Buy” rating on the company’s stock. The associated price target was same at $290.00. The analyst’s rating is backed by a combination of factors associated with Amazon.com, Inc. (NASDAQ:AMZN)’s strategic positioning and growth potential. The recent AWS re:Invent conference showcased the company’s focus on leveraging its past ach ...

Group 1: Nvidia - Nvidia is currently the world's largest company with a market cap of nearly $4.3 trillion, requiring only a 16% increase in stock price to reach $5 trillion [3][6] - The company's future performance will be driven by rising artificial intelligence (AI) infrastructure spending, particularly from cloud computing companies [4] - Nvidia's GPUs are essential for AI workloads, supported by its CUDA software platform and NVLink interconnect system, creating a competitive advantage [6][7] - The stock is reasonably valued with a forward price-to-earnings (P/E) ratio of less than 24 and a price/earnings-to-growth (PEG) ratio near 0.6, indicating potential for growth [7] Group 2: Alphabet - Alphabet has a market cap of approximately $3.7 trillion and needs a 35% increase in stock price to reach $5 trillion [8][10] - The company is the most profitable globally, with a forward P/E of 27 and a PEG below 1, suggesting it is attractively valued [9][11] - Alphabet's cloud computing and AI businesses complement each other, providing a structural cost advantage through its custom tensor processing units (TPU) [11][12] - The company is expected to benefit from its Waymo robotaxi business and investment in SpaceX, contributing to its goal of reaching a $5 trillion market cap by 2026 [13]

Black Creek has chosen to trim its Baidu stake at an interesting time. After years of range-bound trading, the media stock had finally begun to break out in the third quarter of 2025, rising 54% in that quarter alone.Baidu, Inc. is a leading Chinese technology company specializing in internet search, digital marketing, and cloud-based services. The company leverages its strong AI capabilities and large user base to deliver integrated digital solutions across multiple platforms, including its flagship search ...

AirTrunk is investing as much as $8 billion to scale up its capacity in Japan amid increased demand for cloud computing and AI infrastructure in the country. https://t.co/ctZCPq9b4y (Photo: Getty Images) https://t.co/3sLXXwe2PX ...

At HashiCorp, Susan oversaw all aspects of the customer journey, from sales to initial deployment and into expansion, maximizing customer value across the company's infrastructure automation and security products. Before joining HashiCorp, she served as President of Worldwide Field Operations at Okta and at Splunk, where she helped the company more than triple its revenue, from approximately $700M to nearly $2.5B. SAN FRANCISCO--(BUSINESS WIRE)--Vercel, the AI Cloud platform, today announced the appointment ...

Key Takeaways Western Digital is seeing solid cloud-driven sales growth from rising demand for high-capacity nearline HDDs. Teradata is expanding Agentic AI platforms and analytics tools to boost ARR, productivity and free cash flow.Seagate Technology has nearline capacity largely booked through 2026 on strong cloud and AI demand.The computer storage devices industry players are likely to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and arti ...

Modern cloud platform streamlining government workflows, enhancing self-service, ensuring compliance, and accelerating approvals for economic growth AUSTIN, Texas, Dec. 17, 2025 /PRNewswire/ -- The City of Manhattan, Kansas, has selected OraclePermitting and Licensing (OPAL)to transform regulatory services, streamline review and approval processes, and foster local economic growth. The solution will provide residential and commercial developers with a modern, intuitive online application process that can gu ...

Core Insights - Google-parent Alphabet (GOOGL) has shown strong performance in 2025, with stock surging 69% and reaching an all-time high of 328.83 on Nov. 25, 2025, amid a focus on artificial intelligence [1][3] - Alphabet's valuation now exceeds $3.8 trillion, making it one of the top companies in the AI sector, alongside Nvidia and Apple [3] - The company is leveraging its AI capabilities across various sectors, including search, advertising, cloud computing, and self-driving technology [4][10] Financial Performance - Google reported Q3 earnings that exceeded expectations, with cloud-computing revenue climbing 33.5% to $15.16 billion, surpassing estimates of $14.70 billion [9][10] - The order backlog for Google Cloud increased by 82% year-over-year to $155 billion, indicating strong demand for its services [10] - Capital spending for 2025 has been increased by 8% to $92 billion, primarily directed towards AI cloud infrastructure [9] AI Developments - Google has introduced its latest AI system, Gemini 3, which enhances capabilities in coding, searching, and image creation, positioning it against competitors like OpenAI's GPT-5 [7][8] - AI Overviews have been deployed in the U.S., attracting over 1.5 billion monthly active users, which may impact Google's search ad revenue growth [6] Competitive Landscape - Despite competition from OpenAI's ChatGPT and other emerging platforms, Google maintains a dominant position, powering 90% of global internet searches [2][5] - The introduction of AI Overviews and the Gemini app aims to retain users and enhance engagement within Google's ecosystem [6][8] Strategic Moves - Berkshire Hathaway has disclosed a new position in Alphabet valued at approximately $4.3 billion, indicating confidence from major investors [5] - Waymo, Alphabet's self-driving unit, is expanding its services to new cities and integrating with public transit networks, which could enhance its market presence [14][15] Market Position - GOOGL stock holds a Relative Strength Rating of 95 and an Accumulation/Distribution Rating of A-plus, reflecting strong institutional buying [16][17] - The stock's IBD Composite Rating stands at 99, indicating exceptional strength in both fundamental and technical metrics [17]