Corvex Management’s Q4 13F reveals key portfolio shifts—exits from CCL, DLTR, HSII, MDU and increased stakes in VSTS, ORCL, DIS, IAC.

Tech stocks delivered a choppy week, with the sector’s biggest names diverging sharply as AI spending debates intensified and bear market territory claimed two Magnificent Seven members.

The hyperscalers were quick to support AI agents and the Model Context Protocol. Use these official MCP servers from the major cloud providers to automate your cloud operations.

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read ...