Position

Billionaire Philippe Laffont Just Increased His Position by 139% in This Data Center Opportunity (Hint: It’s Not Nvidia) | The Motley Fool

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Billionaire Philippe Laffont Just Increased His Position by 139% in This Data Center Opportunity (Hint: It’s Not Nvidia) | The Motley Fool

Philippe Laffont’s hedge fund, Coatue Management, just made a major purchase in a non-traditional data center stock. Philippe Laffont is a billionaire investor best known for founding the hedge fund Coatue Management. While hedge funds are widely… Article Source https://www.fool.com/investing/2024/10/20/billionaire-philippe-laffont-just-increased-his/

What Microsoft’s financial disclosures reveal about Azure’s market position – SiliconANGLE

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What Microsoft’s financial disclosures reveal about Azure’s market position – SiliconANGLE

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more closely aligning with how Amazon Web… Article Source https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/

DOJ Targets Google’s AI Position After Search Monopoly Ruling

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DOJ Targets Google’s AI Position After Search Monopoly Ruling

The Justice Department is taking aim at Google’s position in the generative AI field as it tries to leverage a court ruling that the tech giant is an unlawful monopolist in online search. Any potential remedies stemming from the August ruling… Article Source https://news.bloomberglaw.com/antitrust/doj-targets-googles-ai-position-after-search-monopoly-ruling