12:33pm ET
Investing
The Number One Reason I’m Buying Microsoft Again
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Companies
/Technology
Microsoft Corporation
$493.69
▼ $3.43 (−0.69%) today
Markets open · 2:44pm ET
MSFT Coverage
Page 17
11:34am ET
Investing
Goldman Sachs Just Added Microsoft to Its Closely Watched ‘Conviction List.’ Broadcom and ServiceNow Were Removed.
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows…
11:30am ET
Investing
Price Prediction: Amazon Hits $3 Trillion, Here’s Where It’ll End The Year
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending…
11:23am ET
Investing
AI Spending is Only 15% Through, Says Dan Ives. If He’s Right, These Stocks Win Big
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest…
10:38am ET
Investing
Meet the Most Profitable Company in America Right Now (It’s Not Apple or Microsoft)
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with…
10:30am ET
Investing
Microsoft Price Prediction: After a 25% Three-Day Rally, Here’s Where The Stock is Headed
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
7:19am ET
Investing
I’m Hitting Buy On $20,000 of ServiceNow Stock Despite The Melt Down | NOW Stock
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
7:00am ET
Investing
3 Cloud Computing Stocks to Load Up on in August
The hyperscalers just proved AI infrastructure spending turns into real revenue, but each stock reacted differently, leaving three distinct entry setups with very different risk profiles heading into August.
6:04am ET
Social Security
Microsoft Offered Longtime Workers Up to 39 Weeks of Pay. The Bigger Decision Is When to Claim Social Security.
Microsoft's voluntary buyout offered longtime employees far more than a cash payout, and the most valuable piece had almost nothing to do with severance. For workers near retirement age, one overlooked benefit…
Gerelyn Terzo 5:11pm ET
Investing
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
3:49pm ET
Investing
Why Amazon Looks Better Than Microsoft After Each Jumped 15% Post Earnings
Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.
2:47pm ET
Personal Finance
Suze Orman: SpaceX IPO Buyers Are Down 44% in 7 Weeks and the Lesson Has Nothing to Do With Elon Musk
Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.
1:31pm ET
Investing
Amazon Tops $3T, Meta Rallies 7% as AI Hyperscalers Ride Earnings Momentum
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change…
1:30pm ET
Investing
Wall Street Raises Amazon Targets After Its AWS Surge. Here’s The Number.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the…
1:15pm ET
Investing
Goldman Sachs Says This Is Where Microsoft’s AI Investments Begin to Pay Off Big Time
Goldman Sachs just made a bold call that the biggest AI profits are no longer coming from chips and data centers, and one software giant sits at the center of that shift.
Rich Duprey