10:53am ET
Investing
SpaceX Has Already Lost AI Race
SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.
Companies
/Technology
Microsoft Corporation
$505.41
▲ $9.78 (+1.97%) today
Markets closed · 6:12pm ET
MSFT Coverage
Page 16
10:30am ET
Investing
Why Bill Ackman Poured $2 Billion Into a Stock His Peers Were Fleeing
While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a…
8:25am ET
Investing
Who Might Buy Snap If Its Founders Ever Decide to Sell
Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a…
3:14pm ET
Investing
Wall Street Short Sellers Piled Into Amazon and Microsoft at Historic Rates Before Earnings. Now They’re Rallying.
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the…
12:48pm ET
Investing
Expert Predicts a ‘Violent’ Repricing of Amazon, Google, and Microsoft Has Just Begun
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what…
12:38pm ET
Investing
NVIDIA Facing 12-to-1 Demand to Supply for its Chips, Says Expert—and It Might Be Time to Buy
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
12:33pm ET
Investing
Glaring Market Hypocrisy Gifted Us Wildly Discounted Alphabet, So Buy
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for…
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.
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.
