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The easiest decision for institutions is to buy Microsoft and Apple for tech and growth exposure.
It's probably no coincidence that BAC is Berkshire Hathaway's second-largest position behind Apple.
The entertainment giant got rained on after Netflix's sour outlook, but parks and more should bring back the smiles for investors.
After years of missteps, there are signs that the chipmaker is at the beginning stage of a recovery.
The big bank's investment in technology and retaining talent dinged earnings but should pay off in the long run.
Carnival, Royal Caribbean and Norwegian have fully returned to their pre-pandemic valuations -- but the waters are far from safe.
If Cisco was in a bubble back then, arguably Zoom's recent bubble was an even bigger one.
Boom and bust cycles may be a thing of the past for the semiconductor capital equipment group.
Wall Street is cautious about the low-end consumer in an inflationary environment, but it may be underestimating the retail behemoth.
In the heat of battle, when the influence peddlers have the upper hand, it isn't easy to get traction refuting a story that makes little sense.