Latest news

The software giant's competitive advantages may be more threatened than I previously thought.

Investing.com -- The global personal computer market is bracing for a significant contraction in 2026 as rising component costs and a cooling replacement cycle take their toll on shipments. According to a new report from Goldman Sachs, global PC shipments are now expected to decline by 10% year-on-year in 2026, a steeper drop than previously anticipated, as the industry grapples with the fallout from the Windows 10 "end-of-life" transition.

Loeb's top AI stock is positioned to benefit from the current and next stages of growth.

Microsoft is expanding its AI footprint in Africa, with plans to train 3,000,000 people in AI skills. The company is partnering with MTN Group to bring Microsoft 365 and Copilot AI tools to 300,000,000 subscribers. Microsoft has announced a US$330 million investment to grow cloud and data center capacity in Africa, including exploring renewable powered infrastructure in Kenya. For investors tracking Microsoft (NasdaqGS:MSFT), the AI push in Africa comes as the stock trades at a recent close...

As the dividend grows, your yield over time grows, too.

Taiwan Semiconductor makes most of the hardware companies like Microsoft use to run their artificial intelligence (AI), making it the ultimate pick-and-shovel play for the tech industry.

Artificial intelligence is still the best growth sector in the market.

MP Materials (MP) has drawn fresh attention after confirming plans for its 10X rare earth magnet facility in Northlake, Texas, supported by U.S. government backing and long-term offtake agreements with General Motors and Apple. See our latest analysis for MP Materials. The share price has cooled recently, with a 1 day share price return of a 4.7% decline and a 30 day share price return of a 5.6% decline. This comes even as the 1 year total shareholder return of 113.2% and 3 year total...

Some recent artificial intelligence darlings have been crushed this year.

Steady returns of 10% (or even less) can create life-changing wealth over the long term.

These three companies are well-positioned to be critical enablers of the AI economy.

Microsoft has integrated its AI into its office productivity suite apps while raising its subscription price.

Comparing Apple’s new budget laptop to the new M5 MacBook Air plus a comparable Chromebook and Windows PC.

NVIDIA (NasdaqGS:NVDA) has co founded the Optical Compute Interconnect (OCI) Multi Source Agreement to define open standards for optical links in AI data centers. The consortium includes AMD, Broadcom, Meta, Microsoft, and OpenAI, aiming to create interoperable, high density optical interconnects. The group intends to address copper connectivity bottlenecks and support much larger AI clusters for future workloads. NVIDIA enters this effort with a strong market profile and a current share...

Himax Technologies (HIMX) is back in the spotlight after reports linked it to Taiwan Semiconductor Manufacturing Company’s co packaged optics for Nvidia AI data centers, as well as possible Apple smart glasses exposure and recent Embedded World 2026 product showcases. See our latest analysis for Himax Technologies. That sudden attention has been reflected in the share price, with a 7 day share price return of 32.97% and a 30 day gain of 19.27% building on a 90 day rise of 13.36%, while the 3...

Investing.com -- The software sector, once the primary engine of global digital transformation, is facing a significant challenge as "agentic" artificial intelligence tools threaten to disrupt established business models. According to a new Goldman Sachs "Top of Mind" report, the rise of AI capable of autonomous software development has fueled investor fears that the technology may "eat" the very industry that pioneered it, leading to a sharp re-rating of software stocks.

As the conflict between the US, Israel and Iran heads towards its third week, the world of sport is beginning to feel the impact. Iran’s sport...

Broadcom (NasdaqGS:AVGO) has introduced a 400G/lane optical DSP and is leading the new Optical Compute Interconnect, or OCI, open standard alongside AMD, Meta, Microsoft, Nvidia, and OpenAI. The company is also working with JetCool and Flex to bring production-ready liquid cooling solutions into AI data center deployments. These developments aim to support hyperscalable AI clusters with multivendor optical connectivity and advanced thermal management. Broadcom is widely known for its...

Angel Studios Inc (ANGX) reports a 254% revenue increase and significant guild membership growth, despite facing challenges in profitability and rising marketing expenses.

Apple has reduced its standard App Store commission in mainland China from 30% to 25% following regulatory pressure. Certain fees will be cut further to 12% for small business and mini app developers, reshaping the economics for many app makers. The move affects Apple in its second largest market and could influence how regulators and platforms approach app store fees elsewhere. For investors watching NasdaqGS:AAPL, this update relates to one of Apple's key service lines rather than its...

Apple (AAPL) closed at $250.12 in the latest trading session, marking a -2.21% move from the prior day.

Microsoft (MSFT) closed the most recent trading day at $395.55, moving 1.57% from the previous trading session.

These companies are built for long-term sustained success.

Microsoft launched Copilot Health, a new personal healthcare feature within Microsoft Copilot that combines health records and wearable data to help users manage their health. The company announced a partnership with HealthEx to support Copilot Health as it moves deeper into highly regulated healthcare use cases. Microsoft also disclosed an upcoming leadership transition, with Rajesh Jha, EVP of Experiences + Devices, planning to retire after more than 35 years at the company. New EVPs and...

BOSTON, March 13, 2026--Liberty All-Star® Equity Fund February 2026 Monthly Update