Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story…
Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
Apple shares have lapped analyst price targets while memory costs quietly eat into margins, and a $1,999 folding phone debut is about to test whether the market's goodwill toward a new CEO…
Palantir just posted its strongest quarterly gain in over a year, but the valuation now demands flawless execution and leaves almost no cushion if growth stumbles even slightly. Here is how it…
Microsoft has beaten earnings estimates six quarters running while its stock sits roughly where it did a year ago, and Jim Cramer thinks he knows exactly why the market is finally starting…
Alphabet just posted 40% gains and trades at a cheaper multiple, so why does one analyst still reach for Microsoft when building a retirement position that has to last decades?
Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
AMD's data center business exploded while Microsoft rents the very racks AMD fills, yet one of these stocks looks dangerously priced for anything less than a perfect Helios launch. Here is what…
Microsoft and Amazon reported earnings a day apart, and their AI bets look nothing alike. One is selling into workflows it already owns, the other is racing to fill racks fast enough…
At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club…
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies. That includes Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Google…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
