Monopolies, we’re told, are bad things. With excessive market power, they can raise prices, reduce innovation, lower product quality, and offer less consumer choice. This is why they often draw antitrust scrutiny…
1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market…
Enterprise software companies are racing to capture the AI automation opportunity, but exposure varies dramatically. We looked at Pegasystems (NASDAQ:PEGA | PEGA Price Prediction), ServiceNow (NYSE:NOW), Microsoft (NASDAQ:MSFT), and Accenture (NYSE:ACN) to…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is on pace to spend around $500 million annually on artificial intelligence (AI) models from Anthropic, according to a report from The Information. The company has…
Rich Duprey Live Updates APP Stock in Spotlight 12:09pm ETAppLovin (Nasdaq: APP | APP Price Prediction) is shaving 9.5% off its value today despite a bullish sign out of Wall Street. Evercore ISI analysts…
Live Updates Microsoft's Data Center Push12:20pm ETBig Tech companies have increasingly come under scrutiny as local communities push back against the rapid expansion of massive data centers across the U.S. In response,…
Apple has fallen behind rivals in the artificial intelligence race because CEO Tim Cook failed to launch an advanced AI product of its own.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is seen as one of the few companies that has gone all in on AI, spending tens of billions in capex and to integrate it across…
Rich Duprey With its dominance in productivity, business solutions, and cloud computing, 24/7 Wall St. projects strong upside for Microsoft stock through 2030.
Joel South Sometimes, the best value picks are the ones that have been hiding in plain sight all along. And while Morgan Stanley has more than a handful of top picks for the new…
Joey Frenette Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability…
Live Updates Stryker While the Iron Is Hot11:45am ETRaymond James upgraded Stryker (NYSE: SYK | SYK Price Prediction) to outperform with a $418 price target this morning. Stryker calls Stryker “one of the…
Oracle (NYSE:ORCL | ORCL Price Prediction) looked set to be the newest addition to the $1 trillion club just a few months back in September, where its valuation topped $877 billion. Things…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) founder Bill gates is best-known for his founding of the most valuable company in the world (on multiple occasions, just not now). And rightfully so. That said,…
Ray Dalio’s Bridgewater Associates is one of the top hedge funds today. It has over $100 billion in assets, and the fund has made solid moves despite market uncertainties. Following the steps…
