The legendary investor rotated out of a Magnificent Seven leader and into the picks-and-shovels of the AI build-out. But ...
One company has a multipronged AI growth strategy; the other makes key hardware that's in short supply.
Stanley Druckenmiller's Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated ...
Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio ...
Apple, Meta, Alphabet, Amazon, and Microsoft all reported earnings. Here's what drove the reaction from investors after the results.