8:27am ET
Investing
The AI Bubble That Isn’t
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
Jeremy Phillips
Companies
/Technology
Microsoft Corporation
$500.59
▲ $2.59 (+0.52%) today
Markets closed · 3:25am ET
MSFT Coverage
Page 60 Jeremy Phillips 6:35am ET
Investing
Microsoft Price Prediction: The Tech Stock Can Soar to $800 in 2030
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has declined 22% year-to-date from its highs, and our model prices the stock at $491.47 over the next 12 months. The price target for Microsoft is…
Vandita Jadeja 10:17am ET
Investing
Nvidia Chips Are Getting Stolen
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions…
10:15am ET
Investing
FELG’s Quant Edge Beats the Russell 1000 Growth Index, With a Catch
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries to beat it, using a quantitative multifactor model to tilt toward companies…
7:45am ET
Investing
Wall Street Sees 58% Upside in Microsoft (MSFT) After Selloff
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) currently trades at $372.29, while the average analyst price target sits at $587.31, a gap of roughly 58% between where the stock is and where Wall…
Thomas Richmond 11:51am ET
Investing
Gemini Falls Behind ChatGPT As Grok Disappears
Sensor Tower’s “Top Charts” for downloads from the Apple App Store shows OpenAI in first place, followed by Google’s Gemini and Anthropic’s Claude. xAI’s Grok doesn’t make the top 25. The Apple…
11:01am ET
Investing
Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Jeremy Phillips 8:08am ET
Investing
Wealth Manager: “Hard to See a World Where You’re Not Investing in AI” Buy These Dips Now
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
Jeremy Phillips 11:30am ET
Investing
Billionaires Are Buying up These 3 Stocks Like Hot Cakes
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy…
8:32am ET
Investing
Wedbush’s Ives: Palantir, Oracle, Microsoft to dominate defense AI integration
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the…
8:02am ET
Investing
Wedbush: Nvidia has 30-40% upside ahead
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from…
7:10am ET
Investing
Is This ETF the Safest Way to Benefit From AI?
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of…
12:52pm ET
Investing
The Top AI ETFs That Let You Invest In The Whole Trend At Once
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
12:15pm ET
Investing
After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) was last seen trading near $373, while the average analyst price target sits at $587.31. That gap exceeds 57%, a dislocation that demands explanation. The…
Trey Thoelcke 9:40am ET
Investing
Amplify’s QDVO Turned Magnificent Seven Stocks Into a 10.7% Income Machine
Monthly income checks from a portfolio of NVIDIA, Apple, Microsoft, and Alphabet sound appealing until you realize those same stocks have compounded at extraordinary rates for a decade. The investor’s dilemma is…