One company holds more cash than most of the S&P 500; what that says about today's opportunity set.
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 Why Microsoft, Amazon, and Alphabet Are the Only Tech Stocks You Need The search for companies you can own for decades has gotten harder as technology disrupts entire industries overnight. The challenge isn't finding growth,it's identifying businesses that can ride multiple waves of innovation without losing their footing. Microsoft, Amazon, and Alphabet share a quality that makes them unusual in the technology sector: they're simultaneously building the infrastructure for AI and using that same technology to strengthen their existing operations. The Infrastructure Advantage Creates a Dual Revenue Stream Think about what's happening in cloud computing right now. Read More | |
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