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All figures quoted in US dollars unless otherwise stated. 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When unforeseen market-moving events heighten investors' anxiety, the best thing an investor can do is find discounted stocks to own for the long term, as conditions stabilize.This mindset has helped Needham Aggressive Growth Fund NEAGX manager John Barr keep calm during troubling times - and significantly outperform the stock market. \"As bad as things may seem, if you look out five years, things will be all right,\" he says.Simple - but not easy. Yet over the past five years, Barr's fund is up more than twice as much as its rival funds and benchmark index, according to Morningstar Direct.Since Barr's record is so unusually good, I recently checked in with him to learn about other strategies that help him produce those results. 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Why Microsoft and Meta Are Top of the Heap. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2546392197","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546392197?lang=en_us&edition=fundamental","pubTime":"2025-06-26 21:55","pubTimestamp":1750946100,"startTime":"0","endTime":"0","summary":"The so-called Magnificent Seven megacap tech stocks are starting to separate in terms of performance this year, based in part on how investors see their position in the global race to dominate artificial intelligence technologies.AI has been the undisputed investment theme of the tech sector, and in large part the broader global economy, for much of the past year. Total spending in 2024 was pegged at around $235 billion, according to International Data Corporation figures, and is likely to rise past $630 billion by 2028.Spending on agentic AI, which is focused on task automation, is likely to hit $155 billion by 2030, according to Bank of America. Bloomberg Intelligence estimates, meanwhile, see the broader global market for generative AI, the consumer-facing portion of the technology, rising to $1.3 trillion by 2033.Wedbush analyst Dan Ives, meanwhile, boosted his Microsoft price target by $85, taking it to $600 a share. 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