The big hedge funds have been mostly net sellers of stocks in recent quarters. But the loaded up on these two stocks.

For context, AI server maker Super Micro Computer had a gross margin of just 13.1% in its most recent quarter. Micron's ...

That's great when the big names in those funds are trending higher, but if just one or two stumbles, a cap-weighted fund is ...

For him, the technology will only achieve its full potential when businesses — from startups to global enterprises — can ...