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Amazon AMZN and Alphabet GOOGL -owned Google are pursuing comparable strategies in the proprietary foundational model space.

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.

Beyond the war, Dell stock jumped 6% on Monday afternoon following a rumor that the PC maker and Nvidia were in buyout talks.