‘It’s Done’: Investor Warns Warren Buffett’s Berkshire Can’t Beat the S&P 500 — Bets on PayPal and Intel Instead
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Masayoshi Son Has 67% of SoftBank’s U.S. Stock Portfolio in Intel. He Didn’t Buy a Single Share Last Quarter.
SoftBank Group(OTC:SFTBY) disclosed last week that Intel(NASDAQ:INTC) now makes up 67% of its U.S. stock portfolio. That works…
The Intel wager: Billionaire Masayoshi Son puts 67% of SoftBank’s US portfolio behind an AI revival
Masayoshi Son has made one of his most concentrated single-stock bets in recent memory, with SoftBank Group directing…
SoftBank’s Intel bet dominates US equity portfolio at 67%; Masayoshi Son doubles down on AI
Masayoshi Son-led SoftBank Group has made Intel its largest disclosed US equity holding, with the chipmaker accounting for…
Billionaire Masayoshi Son Put 66% of Its $18 Billion US Portfolio Into 1 Stock
Quick Read SoftBank (SFTBF) poured 67% of its $18B US portfolio into Intel (INTC), a $12B single-stock bet…
Billionaire Masayoshi Son Put 66% of His $18 Billion US Portfolio Into 1 Stock
Quick Read SoftBank (SFTBF) poured 67% of its $18B US portfolio into Intel (INTC), a $12B single-stock bet…
Fortune Tech: Tim Cook’s last Apple earnings, Amazon boosts capex, Anthropic testing breach
Good morning. Fortune is launching a snappy new video daily show called, appropriately, Fortune Daily. It’s hosted by…
Nvidia Underscores Support for Open-Source AI, a Boon for Hardware Spending
The emergence of frontier artificial intelligence is the new front in Silicon Valley’s open- vs. closed-model Forever Wars,…
Commentary: The Trump administration’s investments in corporate stocks raise fears of ‘crony capitalism’
The Trump administration’s investments in corporate stocks make it a significant shareholder in an unprecedented 30 companies. Voters…
SoftBank books lower Q1 profit, gain on Intel stake
TOKYO: SoftBank Group posted a smaller-than-expected 18% drop in first-quarter profit on Thursday, buoyed by a gain on…
Musk’s Exclusive Nvidia Bet Shatters AMD’s Earnings Glow; Cramer Urges: AI Market Is Big Enough, Buy All Three Chip Giants — BigGo Finance
In an era of exploding artificial intelligence (AI) demand, how should investors understand “competition”? Jim Cramer, host of…
AMD’s shares fall as investors seek bigger AI payoff
AMD signed deals with Anthropic and Core Scientific to bolster its AI infrastructure ambitions. (EPA Images pic) NEW…