Microsoft MSFT Among Top Holdings in Graham Stephans Portfolio as Cloud Revenue Surges Trump Delays AI Executive Order Signing Citing Concerns Over Potential Blocking Effects SoftBank Group Surges Nearly 20 as Nvidia Earnings Fuel AI Optimism NSPR Q1 2026 Earnings Loss Narrower Than Expected as InspireMD Advances Commercial Pipeline Palantirs 50m Met Police Deal Blocked The AI Dilemma for UK Public Services Sonida Senior Living Inc SNDA Q1 2026 Earnings WiderThanExpected Loss Amid Operational Headwinds Greif Inc GEF Q1 2026 Earnings EPS Beats Estimates Shares Edge Higher