MSFT Microsoft
- Official Name: MICROSOFT CORPORATION
- Headquarters: One Microsoft Way, REDMOND, WA, 98052 US
- CEO: Satya Nadella
- Website: microsoft.com
- Key Investor: VANGUARD GROUP INC | 9.3%
- Dedicated Investor: SANDER CAPITAL ADVISORS INC | 44.68%
Match Results
| Date | League | Week | Opponent | Result | Score |
|---|---|---|---|---|---|
| 2025-07-16 | 1 | Lost by 4.341 | 0.483 - 4.824 | ||
| 2025-07-23 | 2 | Won by 0.540 | 0.143 - (0.397) | ||
| 2025-07-29 | 2R | Won by 0.705 | 1.118 - 0.413 | ||
| 2025-07-30 | 3 | Lost by 3.287 | 2.498 - 5.785 | ||
| 2025-08-06 | 4 | Lost by 0.497 | 3.152 - 3.649 | ||
| 2025-08-12 | 3R | Lost by 1.133 | 1.383 - 2.516 | ||
| 2025-08-13 | 5 | Won by 0.628 | 0.115 - (0.513) | ||
| 2025-08-20 | 6 | Lost by 1.340 | (0.732) - 0.608 | ||
| 2025-08-21 | 2R | Won by 0.219 | 0.322 - 0.103 | ||
| 2025-08-27 | 7 | Won by 0.538 | 0.185 - (0.353) | ||
| 2025-09-03 | 8 | Won by 0.268 | (0.270) - (0.538) | ||
| 2025-09-04 | 3R | Lost by 0.084 | 0.518 - 0.602 | ||
| 2025-09-10 | 9 | Lost by 2.923 | (1.077) - 1.846 | ||
| 2025-09-17 | 10 | Won by 0.461 | 1.895 - 1.434 | ||
| 2025-09-17 | 1R | Lost by 1.569 | 0.192 - 1.761 | ||
| 2025-09-24 | 11 | Won by 0.608 | 0.024 - (0.584) | ||
| 2025-10-01 | 12 | Lost by 0.707 | 1.982 - 2.689 | ||
| 2025-10-08 | 13 | Won by 1.450 | 1.009 - (0.441) | ||
| 2025-10-15 | 14 | Lost by 0.646 | (2.219) - (1.573) | ||
| 2025-10-22 | 15 | Lost by 6.999 | 1.443 - 8.442 |
Latest News
Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?
Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million. The Form 4 covered eight transactions at weighted aver...
AI hiring boom could turn into a surprise tailwind for software: Bernstein
Investing.com -- Artificial intelligence could prove a surprise tailwind for software companies if productivity gains spur businesses to hire more wor...
ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?
ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 syste...
What Will Microsoft (MSFT) Reveal With Its New AI And Cloud Reporting?
Microsoft (NasdaqGS:MSFT) announced plans to restructure its financial reporting and segment disclosures from fiscal 2027 to highlight AI and cloud ac...
The Only Account the IRS Never Taxes Going In, Growing, or Coming Out: 3 ETFs That Belong Inside It
One account legally strips taxes from contributions, growth, and withdrawals all at once, and most people who have it are leaving the compounding powe...
Dividend Champion, Contender, And Challenger Highlights: Week September 6
Explore this weekâs dividend updates for Dividend Champions, Contenders & Challengersâsee dividend changes, upcoming ex-dividend and pay...
Midea SMART MASTER at IFA 2026: From AI Agents to Embodied Intelligence
Midea has placed SMART MASTER at the centre of its IFA 2026 showcase. Guided by this year's "Simply ideal" philosophy, SMART MASTER is ...
The Gap Between CRWD Stock And Its Own Numbers
CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or...
Why IBM, Microsoft Back Move for Quantum Policy Czar
A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.
Stifel Revamps Microsoft Target With a Catch
Microsoft's AI story is improving, but one crucial doubt remains
Magnificent Seven Flash Strong Signal Never Seen Before
A historic split challenges the market's most powerful leadership trade
Microsoft Drops 1.6%, Opens Azure's $101.9 Billion Door
Quarterly sales become visible, but cloud profitability remains buried inside Microsoft's reorganized reporting structure.
Stock Market Today: Dow Sinks As Inflation Report Looms; Oracle Up On OpenAI Buzz (Live Coverage)
Stock Market Today: The Dow Jones index falls Friday on a surprise August jobs report. Lululemon stock plunges on earnings.
Microsoft Stock Gets Jaw-Dropping Price Target Hike From Stifel
Microsoft Gets Major Wall Street Vote as Stifel Lifts Target to $530
3 REITs Getting Paid as Big Tech Builds Out AI
Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every s...
Which dow jones stocks are moving on Friday?
Let's have a look at the top dow jones gainers and losers one hour before the close of the markets of today's session.
Cramer Says the Magnificent Seven Are Finally Cheap and Most Investors Will Miss It
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinct...
Nvidia Is Acting Like an Underdog. OpenAI and Anthropic Should Be Worried.
Nvidia sees a fast-changing landscape for artificial intelligence, and it’s wisely using its resources to stay on top.
NuScale Just Turned AI on Itself. Here's What That Means for the Stock.
The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.
Satya Nadella Has Delivered a More Than 10X Return for Microsoft Shareholders Since Becoming CEO in 2014, a 30% Annualized Growth Rate. Is That Pace Still Achievable From Here?
Nadella's run as Microsoft's CEO has been an incredible success.
Should You Worry That IBM Has Gone Quiet On Its AI Total?
International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the gene...
Commvault (CVLT) Triples Its Cloud Safety Net While Wall Street Cools
On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and rec...
What Pays Adobe Stock Owners While The Freemium Bet Waits
Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally d...
Does Google Stock's Cloud Margin Justify Its AI Bill?
Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter...
After A Microsoft Stock Price Spike, An Options Strategy Aims For A Robust Profit In Weeks
Microsoft stock may consolidate after a price run-up. An options strategy could return 41% in around six weeks.
Western Computer Achieves the 2026/2027 Microsoft AI Business Solutions Inner Circle Award
Western Computer, a Microsoft solutions partner delivering Dynamics 365 ERP, Microsoft 365, and AI-powered business applications, today announced its ...
Nvidia Is Backstopping AI Boom as 'Buyer of Last Resort,' Prominent Economist Tells 'Prof G'
Nvidia (NASDAQ:NVDA) is investing billions across an AI industry that ultimately buys its chips. Prominent economist Tyler Cowen says that could make ...
Wall Street Is Misreading Alphabet’s Supposed Achilles Heel
Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt t...
OpenAI Has Launched GPT-6 Astra. These Stocks Will Benefit.
Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a...
SCHG Owns More Apple Than Tesla, Meta and Palantir Combined. Is That Why Growth Investors Are Falling Behind?
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk m...
Microsoft CEO Makes Major $43 Million Stock Move
The headline looks dramatic, but context changes the signal
Market Chatter: Abu Dhabi AI Firm G42 Held Talks to Sell Majority Stake to US Companies
Abu Dhabi's AI firm G42 has held talks over potentially selling a majority stake to US companies, in
2 Reasons Why Microsoft Can Deliver on Its Massive AI Spending
Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.
Will Nebius Group's Mega AI Deals Power Its 2027 Growth Story?
NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook...
Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
Jim Cramer says Big Tech’s AI spending is starting to pay off as traders give Nvidia a 77% chance of ending 2026 as the world’s largest company.
Industry-Leading Email Signature Platform Crossware Is Now Available Through Ingram Micro's Xvantage Platform as Part of the Microsoft Marketplace Private Offers
Crossware, a global leader in enterprise-grade email signature management, today announced an expanded agreement with Ingram Micro, a leading technolo...
This Week In Cloud AI - Opti9 Expands Canadian Reach with Strategic Hut 8 Acquisition
Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This tra...
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transac...
Arista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Satya Nadella Just Sold $43 Million of Microsoft Stock
Microsoft's CEO sold 86,525 shares in his first stock sale of 2026, but the transaction was arranged months in advance.
Google Cloud Trails Azure by $4.6 Billion--But Growth Still Has Leverage
Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.
Chevron’s Dividend Looks Great at $104 Oil—What Happens When Oil Falls?
Chevron has raised its dividend 39 straight years, but the real test was never a bull market in crude. Find out what the 2020 stress test and two new ...
Goldman Sachs Warns AI Stock Investors of New Risk
Falling AI prices are creating an unexpected infrastructure risk
Dow Jones Futures Fall, Techs Rise After Market Rally; Tesla Cybercab, Jobs Report In Focus
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. T...
Microsoft Reorganizes Its Reporting: No Change To Our Hold Rating (Downgrade)
Microsoft is rated Hold with a $558â$605 target range; it has strong fundamentals, but its valuation looks stretched. Click here to read more abo...
Microsoft's Cloud Gaming Push Just Picked Up a New Limit
The company is ending unlimited cloud gaming for Game Pass subscribers as usage and infrastructure costs rise.
Stifel Maintains Hold on Microsoft, Raises Price Target to $530
Stifel analyst Brad Reback maintains Microsoft (NASDAQ:MSFT) with a Hold and raises the price target from $450 to $530.
Jim Cramer says it's time to buy the Magnificent Seven again
The "Mad Money" host argues that months of underperformance have made most of the group too cheap to ignore
Microsoft inks long-term PPA for Washington solar project
Cypress Creek Energy said Microsoft will receive electricity and environmental products from its Ostrea Solar project, which is now ready to begin ope...
Microsoft Stock: Why Satya Nadella's $44 Million Sale May Not Spook Investors
Satya Nadella's planned $44M Microsoft stock sale may not rattle investors. Here's why the market could look past the SEC filing.
'Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe' - The Information
https://www.theinformation.com/articles/anthropics-house-payments-tech-push-chip-away-stripe
Update: Market Chatter: Nvidia Increases Equity Investments to $99 Billion
(Updates with Nvidia's response in the fifth paragraph.) Nvidia (NVDA) has increased its equity i
Ciena: The Business Is Better Than Ever, But The Stock Isn't Cheap
Ciena rides AI/hyperscaler demand with a record backlog and higher margins, but premium valuation and risks support a Hold. Click for this CIEN stock ...
What We’ve Learned Since 9/11
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in d...
3 Japanese Hidden Gems With At Least 12% Net Margins
Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on la...
Does XRAY’s Profit Recovery and Reaffirmed 2026 Outlook Shift the Dentsply Sirona Thesis?
Dentsply Sirona recently reported second-quarter 2026 results showing a 4.1% year-over-year net sales decline but a return to net income, with higher ...
Why Nvidia's 'defensive move' to acquire Hugging Face is about much more than chips
Nvidia’s $12.9 billion Hugging Face deal could protect its open AI ecosystem, deepen ties with developers and keep the platform from rivals.
MSFT Stock Heads For Weekly Drop: CEO Satya Nadella Says Azure Customers Are Already Using OpenAI’s New Astra AI Model
Early support for Astra on Azure beefs up the cloud platform’s appeal among users.
Waller Cracks the Door to a September Pause and the Tape Rewards the AI Software Layer
Wall Street closed sharply higher on Thursday as Fed Governor Christopher Waller opened the door to a September rate pause and long yields eased. Snow...
Assessing Microsoft's Performance Against Competitors In Software Industry
In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observe...
Mark Zuckerberg Opposes Federal AI Watchdog in Call With Trump: Report
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an A...
OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed Open...
Asian benchmarks mostly rise after tech stocks lead rally on Wall Street
Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big techn...
Dow Jones Futures Await Jobs Report After Bullish Market Move; Tesla Cybercabs Hit The Road
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. T...
Microsoft drops $101.9 billion surprise as AI reshapes company
Microsoft’s latest disclosure reveals how much is riding on AI
Microsoft Has Proven That An ROI Is Possible
Microsoft is driven by robust AI monetization, resilient ROI on hyperscaler capex, and unmatched enterprise moats. Find out why MSFT stock is a Buy.
CDT Insider Sentiment August 2026 - An AI Mountain Of Worry
Behind closed doors, the AI mania is no longer discussed as a possibility, but an accepted truth.
Dow Jones Futures: Tesla Cybercabs Hit The Road, Jobs Report Looms
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. T...
Crusoe reportedly raises $3B at a $30B valuation
The round came together after the data center developer reportedly secured a $13 billion contract with Jane Street.
Intuit Stock Still Carries The Same Swing It Just Delivered
Intuit (INTU) stock trades at about $342.94, down 47.6% over the trailing twelve months. The options market has now priced how far it can travel from ...
Market Chatter: Crusoe Raises Over $3 Billion At $30 Billion Valuation
Crusoe, a cloud-computing provider and data center developer doing business with OpenAI, Microsoft a
S&P 500, Dow End Best Day In A Month On Calmer Yields As Rate Hike Bets Wane — SPCX, VSXY, NVDA, TSLA In Focus
Federal Reserve Governor Christopher Waller advocated leaving rates unchanged, provided inflation showed signs of cooling off.
Snowflake (SNOW) Stock Soars 16% After Q2 Earnings: Is It Still a Buy?
Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its...
Dow Jones Futures: Stocks Jump On Fed's Waller; Tesla Cybercab Event Private, Jobs Report In Focus
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.
Microsoft Finally Reveals Azure's $29.4 Billion Core
The disclosure exposes Azure's real scale while making future market-share changes impossible to hide behind percentages.
IQVIA's Predictive Clinical Development Provides Sponsors With Significant Efficiencies to Get Treatments to Market Faster
RESEARCH TRIANGLE PARK, N.C., September 03, 2026--IQVIA (NYSE:IQV), a leading global provider of clinical research services, commercial insights and h...
Amazon vs. Microsoft: 1 Key Metric Identifies the Superior Artificial Intelligence (AI) Cloud Stock
Amazon's revenue growth may be slower, but it's accelerating quickly.
SpaceX Reclaims $2 Trillion Market Cap As Tech Rally, Cybercab Ties Boost Investor Confidence
SpaceX surpassed a $2 trillion market valuation for the first time in nearly two months, driven by strong analyst forecasts, integration with Tesla�...
Snowflake Stock Is Soaring. How the Software Giant’s Earnings Silenced AI Skeptics.
The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.
The market pulled ahead of the Mag 7, just when the group could reap the rewards, says Jim Cramer
'Mad Money' host Jim Cramer talks what impacted today's tape.
Microsoft CEO Nadella Sells $43 Million of Stock
Microsoft CEO Satya Nadella sold over $43 million worth of company stock under a pre-arranged trading plan, marking his first sale of the year. A Fo...
The Market Marked ZM Down. The Numbers Push Back
The video platform that defined an era now trades at a fraction of the market's price, forcing investors to decide if the markdown is a miscalcul...
Discover which dow jones stocks are making waves on Thursday.
Stay informed about the performance of the dow jones index one hour before the close of the markets on Thursday. Uncover the top gainers and losers in...
Wall Street Nears Record Highs With Help From Mag 7
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF ...
The $3 Trillion AI Footnote: What Big Tech Isn't Telling You On Page 1
Big Techâs AI spending hides massive obligationsâAlphabet $798B, Meta $696Bâraising debt and cutting buybacks. Click to read the detail...
Elastic To Bring OpenAI GPT Cyber Models Into Elastic Security
Elastic (NYSE:ESTC) today announced plans to bring OpenAI GPT cyber models into Elastic Security. By integrating these models directly into Elastic Se...
SentinelOne Announces An Expanded Set Of Offerings For Wayfinder Frontier AI Services, Powered By OpenAI Daybreak Models Through The Daybreak Defense Network
SentinelOne® (NYSE:S), the AI Security leader, today announced an expanded set of offerings for Wayfinder Frontier AI Services, powered by OpenAI Day...
How Far Can Amazon Stock Fall When The Business Is Fine?
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was...
Microsoft, Amazon and 8 More Stocks Set to Win in a $26 Trillion AI Market
Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.
Dow Adds 650 Points in Midday Rally
Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500...
OpenAI Introduces Daybreak For Frontline Defenders; Committing $1B In Subsidized Daybreak Access, Training, Technical Support, And Partnerships To Help Frontline Defenders Protect Essential Services
https://openai.com/index/daybreak-for-frontline-defenders/
Canva’s productivity push is starting to gain traction—and in Southeast Asia, it’s happening on phones
Canva's users have made 4.5 billion presentations and 1.4 billion documents, the first hard numbers on its push into Microsoft and Google's ...
OpenAI's Sam Altman Posts On X "We Are Working Towards Getting Astra In Everyone's Hands As Quickly As We Can; I Know It Is Frustrating And I Appreciate The Patience. It Should Be Quick."
https://x.com/sama/status/2095601211869421726
Google Was Found to Hold an Illegal Monopoly and Kept It Anyway. Is the Antitrust Nightmare Finally Over?
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet i...
Microsoft's AI Shake-Up Changes What Investors See
The new structure could reveal more about AI economics
This Is The Biggest Reason I Keep Accumulating Amazon Stock After Jumping 10% This Year
AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter'...
Who Really Got Rights to Venezuela’s 65 Billion Barrels Of Oil Prize?
Washington just handed a 100-year lease on tens of billions of barrels of Venezuelan oil to a private company nobody has heard of, while Chevron quiet...
Microsoft Spotlights AI and Cloud With New Reporting Structure. It’s a Big Deal.
Microsoft will provide more visibility into its Azure cloud-computing business with its new reporting structure.
Cypress Creek Energy's Ostrea Solar Reaches Commercial Operation, Helping Power Nation's Fastest-Growing State Economy
Cypress Creek Energy's Ostrea Solar project in Yakima County, Washington has reached commercial operation, adding a new source of locally generat...
Microsoft Corporation (MSFT) Generates Revenues and Profits Beyond AI Theme
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s po...
Market Chatter: Anthropic, OpenAI Take Different Positions on Massachusetts AI Safety Bill
Amazon-backed (AMZN) Anthropic is supporting AI-safety language in a Massachusetts Senate bill that
Microsoft: Doing The Opposite Of The Market Really Paid Off Here
Microsoft (MSFT) Strong Buy: robust earnings and AI growth justify CapEx, expanding ROIC and Copilot adoptionâget the latest outlook and what to ...
Assessment of the U.S. Nuclear Power and Small Modular Reactor Market 2026 Now Available — Reveals Why Big Tech Is Becoming an Active Force in Nuclear Project Formation, Not Just a Power Buyer
44-Page Report Assesses Restarts, Uprates, and SMR Deployment as Microsoft, Meta, Google, and Amazon Shape Project Economics, Site Selection, and Risk...
3 of Wall Street’s Safest High-Yield Dividend Stocks With Over 25-Year Increase Streaks
Not all Dividend Aristocrats are created equal, and three companies spanning payroll processing, supplemental insurance, and integrated energy have qu...
Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very diffe...
Senteon and SPECTRA Announce Partnership to Strengthen Cyber Resilience for MSPs and Their Customers
Partnership connects continuous endpoint hardening with independent certification and business-focused security and financial outcomes.Peachtree Corne...
Wall Street Rallies as Fed’s Waller Hints at September Rate Hold: Stock Market Today
Stocks rallied and Treasury yields retreated from three-year highs after Fed Governor Waller signaled he could back a rate hold, sending bitcoin above...
Tim Cook’s final words of warning as Apple CEO: US now at risk from ‘hundred-year flood’ — even Elon Musk is worried
“I’ve never seen anything like it in any area in over 40 years.”
ePlus (PLUS) Expands Its Microsoft Footprint Even As Profit Margins Slip
On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services pro...
Something Is Happening With Alphabet Stock That Wall Street Isn’t Talking About
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the c...
The $100M Signal: Why AI Agent Security is Becoming Its Own Category
For years, enterprise security has been a game of perimeter defense and identity management. But as companies move from simple chatbots to autonomous ...
Why Microsoft Investors Should Fear Amazon More Than Google
Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire inve...
Moody's: AAA Business, Highly Valued
AMD is Quietly Eating Intel’s Lunch
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt...
Microsoft Follows Amazon and Alphabet on Cloud Disclosure
AWS revenue has been disclosed since 2015, Google Cloud since 2020
Microsoft, Amazon, Google Circle $50B Chinese AI Upstart as It Files for IPO
Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the...
Microsoft Is Rewiring Its Business for the AI Era
Total Q1 revenue guidance remains $89.85 billion to $90.95 billion
Microsoft to impose time limits on Xbox cloud gaming subscribers as costs continue to climb
Xbox Game Pass subscribers will have cloud gaming capped starting in November.
askpolly Raises $3 Million to Turn Social Chatter Into Rigorous, Representative Market Research
Funding will fuel product development and GTM expansion for the AI-powered self-serve platform that filters out bias to deliver verified insights from...
Snowflake Signals Surging AI Data Cloud Demand; Broadcom Sees Strong Chip Demand Through 2028; Yen Strengthens
AI Trade Please click here for an enlarged chart of Snowflake Inc (NYSE:SNOW). Note the following: This article is about the big picture...
'Nvidia’s New RTX Spark Laptops Launch In October With Two Different Configs; Nvidia’s N1X Laptop Will Ship In Two Different Configurations For Laptops And Mini PCs' - The Verge
https://www.theverge.com/news/989133/nvidia-rtx-spark-laptops-n1x-specifications
Microsoft Changes Reporting Structure To Reflect Shift From AI
Microsoft says it will reorganize its reporting structure from three segments into two: Agents and Infra, and Devices and Consumer.
Microsoft restructures reporting segments around AI in fiscal 2027
The company is moving from three segments to two, and will disclose Azure cloud revenue on a quarterly basis for the first time
OpenAI Says It Is Investigating Elevated Errors Across ChatGPT And Codex; Status Page Shows Degraded Performance With 15 ChatGPT Components And 4 Codex Components Affected
https://status.openai.com/
'User Reports Indicate Problems At OpenAI, Claude, Grok, Cursor For Users In The U.S.' - DownDetector
https://downdetector.ca/
Microsoft Consolidates Business Into Two Segments in Sweeping AI-Driven Overhaul
Microsoft (MSFT) stock jumps nearly 3% as the tech giant overhauls its financial reporting into two AI-focused business segments.
QuantumCore to Participate in IEEE Quantum Week 2026 in Toronto
Toronto, Ontario--(Newsfile Corp. - September 3, 2026) - QuantumCore Ltd. (CSE: QNCR) (OTCQB: QNCRF) (FSE: K1Y) ("QuantumCore" or the "...
Jensen Huang Says AI Is a 'Five-Layer Cake.' Nvidia Is Just One Slice
Jensen Huang's "five-layer cake" AI framework reveals how companies beyond Nvidia could benefit from the next phase of AI inve...
Zscaler Earnings Prediction Market Preview: Will Anthropic’s Claude Be a ‘Tailwind’?
Zscaler reports earnings after a 31% plunge as traders bet on breach, AI tailwinds and Claude while investors watch for a growth rebound.
Anthropic and OpenAI's revenue chasm, explained
Anthropic is racing toward an IPO with a headline revenue number that will likely look bigger than that of its rival, OpenAI.
The Bond Market Is Changing Fast. Investors Need a New Playbook.
As interest rates rise, bonds are becoming a drag on investment portfolios. There is no quick fix for the problems bedeviling the bond market, whethe...
How Investors Are Reacting To BorgWarner (BWA) Sustainability Push Amid Insider Sale And Analyst Support
BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base an...
Euromonitor Introduces Passport Intelligence Through Microsoft 365 Copilot
LONDON, September 03, 2026--Euromonitor International, a leading global market intelligence company, announced the Euromonitor Passport agent, a new a...
Inquiry Into Microsoft's Competitor Dynamics In Software Industry
In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and in...
Did Ford's New Energy Chief and NATO Ranger Push Just Shift Ford Motor's (F) Investment Narrative?
Ford Motor recently named Dave Carroll as president of Ford Energy, succeeding retiring executive Lisa Drake, while also pushing to expand Ranger pick...
Kimi K3 Operator Moonshot Reportedly Files For Hong Kong IPO As China’s AI Advances Weigh On OpenAI, Anthropic
China’s fast-rising AI models are combining strong performance with lower costs and greater accessibility, raising the stakes for U.S. AI leaders.
AGIX Vs. CHAT: I'm Buying The Loser
AGIX and CHAT offer broad AI ecosystem exposure but differ in holdings and risk profiles. Read why I lean on AGIX ETF despite the fee and the performa...
Nvidia's 8% Grip on the S&P 500 Is Unlike Anything Wall Street Has Seen: Jensen Huang-Led Chipmaker is 'Making History,' Says This Commentator
Nvidia accounts for roughly 8% of the S&P 500's total market cap, outweighing five of the index's 11 sectors combined.
Bank of America resets Microsoft stock price target for 2026
A powerful cloud trend is reshaping Microsoft’s investment case.
US Stock Futures Rangebound After S&P 500, Dow Snap Three-Day Losing Streak As Oil Steadies — MSFT, DELL, UBER, ASTS, AVGO In Focus
Dell Technologies tops the S&P 500 following robust quarterly earnings.
Microsoft Discloses Exact Azure Sales Figures For The First Time Following Longstanding Investor Demand
Microsoft used to publish only the percentage growth rate for its Azure cloud computing division, its key growth driver.
Microsoft to detail quarterly Azure sales in sweeping reportable segment revamp
Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure...
MSSQLTips to Host Live Webinar, "Simplify SQL Server HA/DR on Kubernetes"
DH2i®, a leading provider of always-secure and always-on IT solutions, today announced MSSQLTips will host its webinar titled, "Simplify SQL Ser...
Microsoft is touting a water claim critics say misses the point
The comparison sounds reassuring. The number it leaves out is the one Wisconsin keeps asking about.
The Real Question Behind CrowdStrike Stock's Premium Price
The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.
Steve Ballmer banned, Clippers fined $30M over Kawhi Leonard scandal
Asking for a Trend, Host Josh Lipton breaks down the latest bombshell in the NBA scandal involving Los Angeles Clippers owner and former Microsoft (MS...
How To Bank 8.8% A Year On IBM Stock Before Buying A Single Share
Get paid a healthy income upfront for simply agreeing to buy this tech stalwart at a deep discount, an income you keep even if the stock never drops t...
Get Paid 12% A Year To Wait For INTU Stock To Go On Sale
Here is a way to collect a steady income stream from Intuit right now, which you keep no matter what, while lining up a chance to own this financial-t...
Tracking Chris Hohn's TCI Fund Management 13F Portfolio - Q2 2026 Update
Track TCI Fund Managementâs Q2 2026 13F: top holdings (GE Aerospace, Visa, Moodyâs, S&P Global, Alphabet), new buys, and exits. See more...
Sector Update: Tech Stocks Mixed Late Afternoon
Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR
The $277 Billion That GOOGL Stock Quietly Paid Its Owners
For five years, one of tech's biggest names operated a cash-return machine of astonishing scale. Now, an all-in bet on artificial intelligence is...
Is Microsoft Stock Winning The Move To The Cloud Or Just The AI Boom?
The engine driving one of the world's largest companies has quietly changed, and management's new story is a more honest signal of where you...
NVIDIA & 4 Stocks Beyond Pure Plays to Gain From Quantum Boom in 2026
NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.
Sandisk Stock: Buy, Sell, or Hold?
Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.
GitLab Stock Rises After Earnings. It’s Still Not a Buy, Analyst Says.
GitLab stock advances after the company beat earnings expectations. Be wary of chasing the rally, with shares already up 46% over the past three month...
Discover which dow jones stocks are making waves on Wednesday.
Get insights into the dow jones index performance on Wednesday. Explore the top gainers and losers within the dow jones index in today's session.
Is Oracle Stock A Hedge Or A Downside Trap?
The tech giant's sudden swings can be disorienting, but its true significance for your portfolio lies in its distinct, high-octane behavior.
Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy
Jim Cramer called the September market open unholy, rattled off geopolitical chaos, and then named exactly one stock worth buying above $200. Whether ...
How Wide Is the Range of Possibilities for Adobe Stock?
The options market is pricing a sizable year-long swing for the software giant, and if you hold the shares, you are already exposed to the full ride.
Sector Update: Tech Stocks Mixed Wednesday Afternoon
Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
The AI Engine That Re-Accelerated Snowflake
You watched the stock nearly double in six months. The reason was a new class of AI tools that just turned into a powerful growth accelerant.
Something Is Wrong With Meta
Meta's stock is down 13% YTD as AI spend hits $130Bâ$145B with weak ROI. Click for more on META stock.
What's the Real Fuel for Apple Stock's Next Climb?
The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.
CrowdStrike Unveils the Next Evolution of the Agentic SOC
AUSTIN, Texas & LAS VEGAS, September 02, 2026--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today unveiled the next evolution of the agentic SOC. AI a...
Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing...
Sezzle Grows Merchant Network: Can New Brands Drive Wider Adoption?
SEZL expands its merchant network with Gymshark, Debenhams Group and Follett, aiming to turn broader checkout access into wider adoption.
Introducing the CrowdStrike Agentic Identity Provider, the Foundation for AI Agent Identity Security
AUSTIN, Texas & LAS VEGAS, September 02, 2026--Fal.Con 2026– CrowdStrike (NASDAQ: CRWD) today introduced the CrowdStrike Agentic Identity Provid...
Ford’s Garage Earns Recognition of 2026 Inc. 5000 List
Ford’s Garage, the prime burgers and craft beer restaurant inspired by the heritage of The Ford Motor Company, announced it has been recognized on t...
CrowdStrike Extends Its Endpoint Advantage to Secure the Software Supply Chain
AUSTIN, Texas & LAS VEGAS, September 02, 2026--Fal.Con 2026-- CrowdStrike (NASDAQ: CRWD) today introduced Real-Time Supply Chain Attack Protection...
Update: Microsoft's Edge Remains Exempt From Gatekeeper Designation in European Court Ruling
(Updates with Opera's response in the second last paragraph.) Microsoft's (MSFT) web browser Edge
NOW Broadens Aramco AI Footprint as CRM & MSFT Expand AI Ambitions
ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.
DigitalOcean to Participate in Citi’s 2026 Global TMT Conference
BROOMFIELD, Colo., September 02, 2026--DigitalOcean Holdings, Inc. (NYSE: DOCN), the AI-Native Cloud, purpose-built for inference and agentic workload...
Visier Expands Workforce Intelligence with the Launch of New Integration with Microsoft Viva Glint
Visier, the award-winning industry leader and creator of Visier Workforce AI, has brought a new data connector to market in collaboration with Microso...
Stuut Deepens Microsoft Relationship to Bring Autonomous Order-to-Cash to Enterprise Customers
NEW YORK, September 02, 2026--Stuut today announced an expanded relationship with Microsoft, combining an investment from M12, Microsoft’s Venture F...
3 Mega-Cap Stocks with Solid Fundamentals
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is t...
NBA suspends Clippers owner Ballmer for one year in Kawhi Leonard salary cap probe
The NBA also fined the Los Angeles Clippers $30 million and said the team will forfeit five first-round picks, one in each year in drafts starting in ...
Which dow jones stocks are moving on Wednesday?
Join us in exploring the top gainers and losers within the dow jones index in the middle of the day on Wednesday as we examine the latest happenings i...
Microsoft Restructures Financial Reporting Into Two Segments For FY27: Agents & Infra And Devices & Consumer
On September 2, 2026, Microsoft Corporation (the "Company") posted presentation materials to its Investor Relations website titled &a...
Microsoft to start disclosing Azure quarterly revenue as company consolidates business units
Microsoft will begin reporting quarterly Azure revenue in dollars for the first time, providing more clarity about its business that competes with AWS...
Next Phase Of AI–Elon Musk’s 1 Billion Robots
One Billion Robots Please click here for an enlarged chart of Tesla Inc (NASDAQ:TSLA). Note the following: This article is about the big...
The Future of Website Building with Wix.com (WIX)
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”. The let...
GitLab Stock Soars After Earnings. It’s Still Not a Buy, Analyst Says.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
NetApp (NTAP) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
NetApp (NTAP) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward tren...
Sirius XM upgraded, Toast downgraded: Wall Street's top analyst calls
Sirius XM upgraded, Toast downgraded: Wall Street's top analyst calls
Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?
MSFT's Saudi datacenter launch and $175 billion 2026 capex plan highlight how its AI infrastructure push is reshaping growth and capacity.
Bond yields still high as investors weigh rate hike risk: AlphaCheck
Stocks were little changed as Treasury yields stayed elevated.
4 Stocks to Buy Now to Ride the AI Data Center Spending Boom
NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.
MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.
MongoDB reported strong second-quarter earnings Tuesday, but the document database company’s stock fell on Wednesday. The company also raised its ...
Why Palo Alto Stock Is Getting Crushed After a Huge Earnings Beat
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
Stock Market Today: Dow Rises On Surprise Jobs Data; AI Name Credo Dives On Earnings Report (Live Coverage)
Stock Market Today: The Dow Jones index rises Tuesday after surprise jobs data. AI stock Credo plunges on earnings.
Palo Alto Networks earnings beat as CEO cites $1 trillion AI security gap
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
GitLab tops second-quarter estimates on AI-driven demand
GitLab Inc (NASDAQ:GTLB) reported second-quarter revenue and profit that beat analyst estimates, as the company's shift toward consumption-based ...
Amazon Stock Could Surprise Investors Over the Next 12 Months
AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 mon...
Compared to Estimates, Gitlab (GTLB) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Gitlab (GTLB) give a sense of how the business performed in the quarter ended July 2026, it could be worth ...
Bet on These 3 AI ETFs to Beat the September Curse
AI ETFs offer diversified exposure to a booming industry, giving investors a way to navigate September volatility while staying invested in AI's ...
Apple’s New CEO Has 8 Days to Answer the AI Question That Could Redefine Computing
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder th...
MongoDB Stock Tumbles Despite An Earnings Beat. Here's Why.
MongoDB stock fell sharply Wednesday after the database software company reported fiscal second quarter results. MongoDB beat estimates, but analysts ...
Akamai Technologies (AKAM) After The Deloitte Canada Alliance Is The Bull Case Already Priced In
Akamai Technologies (AKAM) shares are back in focus after the company announced an alliance with Deloitte Canada to support platform-based cyber resil...
SHOPLINE Selects Splitit to Bring Card-Linked Installments to Hundreds of Thousands of Merchants Worldwide
Splitit, the global leader in card-linked installment payments, today announced that SHOPLINE, one of the world's leading commerce Software-as-a-...
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transac...
SCD: High Midstream/Low Bond Exposure Is A Good Combination
LMP Capital & Income Fund yields 9.23% with MLP/midstream exposure for inflation-hedged income, now at 11.4% NAV discount. Read to know why it is ...
BlackRock: AI Boom Still in Phase 1 as Amazon, Google, Microsoft Fuel 'Massive Build-Out'
BlackRock’s Wei Li says AI is still in Phase 1 despite nearly $600 billion in Big Tech spending, with adoption and productivity still ahead.
Top 25 High-Growth Dividend Stocks For September 2026
The September 2026 Top 25 High-Growth Dividend Stocks list targets quality companies trading below intrinsic value with strong long-term return potent...
CrowdStrike Expands Collaboration With OpenAI To Extend Access Of CrowdStrike Enterprise Security To Codex Agents, Roll Out GPT-5.6 Cyber To Falcon Platform
CrowdStrike (NASDAQ:CRWD) today announced an expanded partnership with OpenAI to extend CrowdStrike enterprise security to Codex agents, and bring Ope...
Investors Are Missing Microsoft’s Biggest AI Edge, Analyst Says
BofA raises MSFT price target to $600 with a Buy rating. Discover how Microsoft leverages Copilot to orchestrate enterprise AI models.
Opera Once Helped Trigger a €561M Microsoft Fine. Now It Just Lost Its EU Antitrust Fight Over Edge
Opera lost its antitrust challenge against Microsoft as an EU court upheld Edge's exemption from Digital Markets Act gatekeeper rules.
Comparing Microsoft With Industry Competitors In Software Industry
In the fast-paced and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this artic...
CoreWeave's Interest Expense Hit $640 Million Last Quarter, 2.4 Times What It Was a Year Ago
The AI cloud provider's borrowing rate fell over the past year. The bill got bigger anyway -- and it isn't done growing.
Dow Jones Futures Fall, Oil Prices Keep Rising; Dell, Credo, Palo Alto Are Earnings Movers Late
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
ORCL Stock Extends Fall Overnight After Analyst Cuts Price Target, Flags Analyst Day As Key Catalyst: Retail Watches Cautiously
Investors are looking for Oracle to prove that its massive AI infrastructure bet can translate into profitable cloud growth.
MongoDB (MDB) Stock Looks Above Fair Value On Cash Flow And Sales
MongoDB has delivered a strong 36.4% one year return, yet both its market multiples and intrinsic value checks currently point to an expensive stock t...
Wix (WIX) Stock May Still Be A Bargain On Cash Flow
Wix.com stock has fallen sharply over the past few years, yet on current checks it screens as one of the cheaper options in its peer group. The recent...
Palantir Is Priced for Perfection. These 2 Defense Stocks Are Priced for Pessimism.
AI defense spending is booming, but not every stock reflects that optimism. Two contractors trade at low multiples and may have more upside.
Rezolve (RZLV) Q2 2026 Earnings Call Transcript
Revenue surged 1,970% year over year as enterprise customers nearly doubled.
Palo Alto Networks Q4 Earnings Call Highlights
Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with acceler...
GitLab Q2 Earnings Call Highlights
GitLab (NASDAQ:GTLB) reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, as the company cited record gross book...
S&P 500, Dow, Nasdaq Futures Flat After Indices End Lower On US-Iran Stalemate — DELL, PANW, FRVO, AAPL, TTWO In Focus
The U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in Iran.
Why Is CrowdStrike (CRWD) Building An AI Cyber Lab And New Defense Tools?
CrowdStrike Holdings (NasdaqGS:CRWD) announced the launch of its Cyber Superintelligence Lab, described as the industry's first AI research organ...
Market Chatter: Dropbox Accounts Breached In Hack Affecting About 5,000 Users
Hackers breached about 5,000 Dropbox (DBX) accounts last month, accessing files on less than a third
MongoDB Q2 Earnings Call Highlights
MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database pl...
MDB Stock Dives After-Hours Despite Raised Full-Year Forecast — What’s Driving The Selloff?
For the current quarter, MongoDB guided to $756 million to $761 million in revenue and $1.57 to $1.61 in adjusted earnings, a step down from the just-...
MongoDB Inc. Q2 2027 Earnings: Recap of $MDB Earnings, Forecast
Software has been getting the silent treatment from Wall Street. This open source giant wasn’t an exception.
Box (BOX) Q2 2027 Earnings Call Transcript
Revenue grew 9% to $321.1 million as Enterprise Advanced adoption accelerated.
As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat
After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASD...
Compared to Estimates, MongoDB (MDB) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for MongoDB (MDB) give a sense of how the business performed in the quarter ended July 2026, it could be worth ...
Compared to Estimates, Palo Alto (PANW) Q4 Earnings: A Look at Key Metrics
The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to comp...
Tracking Jeremy Grantham's GMO Capital Portfolio - Q2 2026 Update
GMOâs 13F portfolio jumps to ~$44B. See top holdings, key buys/sells, and rebalancing across tech, healthcare & financialsâread the upda...
Dow Jones Software Giant Microsoft, AI Leader Palantir Eye Latest Entries
Dow Jones software giant Microsoft, along with Palantir stock, Shopify and ServiceNow, are in or near buy zones.
People Forget Amazon’s $600 Billion E-Commerce Business Is Bigger Than Microsoft
Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the...
Broadcom Boosts VMware AI Push to Challenge Nutanix & Microsoft
AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.
Registered Agents Inc Is Getting Into the Registry Game
Astronym™ is gearing up to be the independent software solution for domain registries worldwideSHERIDAN, Wyo., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Th...
Microsoft Stock Drops as $41 Billion Capex Meets 4.8% Yields
Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.
The Market May Be Underestimating This Stock
Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multi...
Goldman Sachs refreshes conviction lists on both sides of the Atlantic
Investing.com -- Goldman Sachs updated its U.S. and European conviction lists for September, adding several new names as it refreshed its highest-conv...
Apple Stock Did Great During Cook’s Time as CEO—But So Did Everyone Else
Apple stock had a great run under former CEO Tim Cook. It was unremarkable compared to Magnificent Seven peers.
Big Tech Is Incapable of Solving Its Own Problem, Says Mukunda
Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of art...
Prediction: Microsoft Stock Will Double on This Date
Microsoft just posted record revenue and five straight earnings beats, yet the stock has barely moved in a year. Here is the scenario where that chang...
DigitalOcean to Participate in Goldman Sachs Communacopia + Technology Conference 2026
BROOMFIELD, Colo., September 01, 2026--DigitalOcean Holdings, Inc. (NYSE: DOCN), the AI-Native Cloud, purpose-built for inference and agentic workload...
Luminize Named No. 731 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies
SAN DIEGO, September 01, 2026--Luminize, the fastest-growing Amazon Accelerator partner for CPG brands, ranks No. 731 on the 2026 Inc. 5000 with 472% ...
Rezolve AI revenue jumps nearly 20-fold in H1, but losses widen and shares slide
Rezolve AI (NASDAQ:RSLV) saw its revenue surge roughly 1,970% to $130.8 million in the first half of 2026, up from $6.3 million a year earlier and nea...
IREN's CapEx Plan Accelerates: Can Funding Keep Up With Expansion?
IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.