10:27am ET
Investing
Tim Cook Sold 3.1 Billion iPhones
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms…
MSFT Coverage Page 34
9:30am ET
Investing
Amazon Is Firing on All Cylinders. This is Where The Stock Will Go.
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the…
10:55am ET
Investing
The S&P 500 Keeps Hitting Highs — But It’s Just Microsoft and Nvidia Carrying the Entire Market
The S&P 500 keeps setting records, but strip away two stocks and the picture underneath looks nothing like a healthy bull market. What Bespoke Investment Group's latest earnings data reveals about who…
9:53am ET
ETF
VUG vs. VOOG Is Not a Fee Fight | How the Cheaper Vanguard Growth ETF Is Losing
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
3:06pm ET
Investing
Microsoft Just Gained 14% in a Month: Take Profits, or Buy More?
Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
1:57pm ET
Investing
Amazon Jumps 4% on Expanded AWS Chip Deal: Why Is NVIDIA Falling 4%?
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
12:25pm ET
Investing
Google vs NVDA: Which Is The Most Profitable Company in America?
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
11:00am ET
Investing
Prediction: Microsoft Could Be the Next $5 Trillion Stock
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market…
10:31am ET
Investing
Over 100 Companies Say AI Cyberattacks Will Surge ‘In the Coming Months.’ Here’s What They’re Asking Governments to Do.
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions…
4:16pm ET
Investing
Live: Will IREN Smash Q4 Earnings After 12% 1-Month Rally?
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling…
12:12pm ET
Investing
When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
11:00am ET
Investing
Prediction: Oracle is Ready to Explode. Here’s Our Price Target.
Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or…
10:00am ET
Investing
Apple vs. Microsoft: One Mega-Cap Looks Like the Better Long-Term Bet
Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the…
1:00pm ET
Investing
Price Prediction: Microsoft Will Hit $650 on This Date
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about…
Vandita Jadeja 3:41pm ET
Investing
Microsoft Just Ripped 28% in a Month. What Would It Take to Get MSFT Stock Up to $600?
Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends…