Live: Will Cisco’s Q4 Earnings Tonight Continue the Stock’s 61% YTD Rally?

Investing

Microsoft : MSFT

All Microsoft Articles

6036 Articles

Ian Cooper | Jul 23, 2026 at 12:07 PM EDT

Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are…

Alex Sirois | Jul 23, 2026 at 11:49 AM EDT

I Can’t Stop Buying Microsoft Because It’s Turning This AI Bottleneck Into a Moat

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So…

Vandita Jadeja | Jul 23, 2026 at 11:00 AM EDT

Forget the Other Five: These 2 Mag7 Stocks Deserve Your Attention

Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group…

Joel South | Jul 23, 2026 at 9:55 AM EDT

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets…

Alex Sirois | Jul 23, 2026 at 9:50 AM EDT

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook…

Alex Sirois | Jul 23, 2026 at 9:25 AM EDT

Microsoft at $390: Irrational AI Capex Fear Is Your Opportunity

Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps…

Gerelyn Terzo | Jul 22, 2026 at 5:53 PM EDT

The Ultimate Bull Run for NVIDIA, Micron, and SanDisk May Be Closer Than Investors Think

A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA…

Marc Guberti | Jul 22, 2026 at 5:02 PM EDT

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals…

David Moadel | Jul 22, 2026 at 2:18 PM EDT

Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand

Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest…

Alex Sirois | Jul 22, 2026 at 2:14 PM EDT

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by…

Alex Sirois | Jul 22, 2026 at 2:03 PM EDT

Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Amazon and Microsoft are each spending close to $200 billion to solve the same AI electricity crisis, yet their strategies…

David Moadel | Jul 22, 2026 at 1:31 PM EDT

Move Over, Micron: Expert Predicts New Industry Will Soon Have Microsoft, Amazon, and Data Centers Over a Barrel

One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud…

Thomas Richmond | Jul 22, 2026 at 1:10 PM EDT

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly…

Alex Sirois | Jul 22, 2026 at 11:53 AM EDT

The Masses Will Ignore Amazon But I Am Me Buying More Now

Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something…

Rich Duprey | Jul 22, 2026 at 11:28 AM EDT

Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?

The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But…

1 … 8 9 10 11 12 … 403

Microsoft : MSFT

All Microsoft Articles

Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

I Can’t Stop Buying Microsoft Because It’s Turning This AI Bottleneck Into a Moat

Forget the Other Five: These 2 Mag7 Stocks Deserve Your Attention

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Microsoft at $390: Irrational AI Capex Fear Is Your Opportunity

The Ultimate Bull Run for NVIDIA, Micron, and SanDisk May Be Closer Than Investors Think

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Move Over, Micron: Expert Predicts New Industry Will Soon Have Microsoft, Amazon, and Data Centers Over a Barrel

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

The Masses Will Ignore Amazon But I Am Me Buying More Now

Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?

Live: Will Cisco’s Q4 Earnings Tonight Continue the Stock’s 61% YTD Rally?

Live: Will Coherent Crush Q4 Earnings After Soaring 9% Today?

3 Signs It’s Time to Break Up With Your Bank

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free

His Distillery Lost $100,000, Then Made $60,000. Social Security Counted the Profit as if the Loss Never Happened.

3 Signs It's Time to Break Up With Your Bank

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free

Elon Musk Tells SpaceX Town Hall ‘We’re Going to 100,000 Satellites.’ As SpaceX ‘Rebuilds the Internet in Space.’

3 Signs It’s Time to Break Up With Your Bank

Microsoft : MSFT

All Microsoft Articles

Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

I Can’t Stop Buying Microsoft Because It’s Turning This AI Bottleneck Into a Moat

Forget the Other Five: These 2 Mag7 Stocks Deserve Your Attention

Goldman Sachs Trust’s $2.4 Billion Portfolio: What 724 Positions Tell Us About Where Wall Street Is Betting

Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours

Microsoft at $390: Irrational AI Capex Fear Is Your Opportunity

The Ultimate Bull Run for NVIDIA, Micron, and SanDisk May Be Closer Than Investors Think

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Move Over, Micron: Expert Predicts New Industry Will Soon Have Microsoft, Amazon, and Data Centers Over a Barrel

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

The Masses Will Ignore Amazon But I Am Me Buying More Now

Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?

Live: Will Cisco’s Q4 Earnings Tonight Continue the Stock’s 61% YTD Rally?

Live: Will Coherent Crush Q4 Earnings After Soaring 9% Today?

3 Signs It’s Time to Break Up With Your Bank

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free

His Distillery Lost $100,000, Then Made $60,000. Social Security Counted the Profit as if the Loss Never Happened.

Featured Reads

3 Signs It's Time to Break Up With Your Bank

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free