Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. She, or whoever is making her investment decisions, has had a knack especially when it comes to investing in technology stocks.

A new congressional trading form filed by Congresswoman Marjorie Taylor Greene disclosed that she recently acquired stakes in a number of several companies, including several technology firms. According to the form,

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The

Calif., disclosed several new stock trades involving Big Tech names like Nvidia, Apple, Alphabet and Amazon that occurred in the last month.

According to the filing, Pelosi purchased 50 call options on Alphabet and Amazon with a $150 strike price and a Jan. 16, 2026, expiration date, each worth between $250,001 and $500,000. The trades took place on Jan. 14, 2025. Meanwhile, she sold 31,600 ...

MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.

Some industry observers told ABC News that the ostensible softening toward Trump by big-tech corporations reflects a new business landscape that is both heavily influenced by the president-elect and increasingly defined by the development of energy-intensive artificial intelligence products.

For her portfolio, Pelosi bought 50 call options of both Alphabet and Amazon at a $150 strike price expiring in January 2026. Each position would be valued at between $250,000 and $500,000.

The introduction of DeepSeek has caused a stock slump among major AI players, led by chipmaker Nvidia (NVDA) , since it could severely crimp demand for Nvidia’s pricey AI chips, which are crucial to its business.

The race to develop AI has already rewritten the traditional rules of finance, with Big Tech leading the charge.

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with its latest large language model, R1, released on January 20th. Consumers have flocked to DeepSeek’s chatbot,