Shell Asset Management Co., which manages pension funds for London-based Shell, bought more shares of Nvidia, Apple, and ...

“I can’t wrap my head around it," says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.

Despite hitting the $500 mark, Microsoft remains a strong buy in my book. While critics argue it’s “too expensive” or “priced for perfection,” the company’s bold $80 billion investment in AI alongside ...