Microsoft Corp

Winthrop Capital's Adam Coons warns the margin of safety is evaporating and position sizing is now the only defense.

Amazon is making a habit of beating Wall Street's expectations, so its stock might be undervalued right now.

The Amazon icon thinks statistically, you're better off building up the business fundamentals before executing your killer concept, unless it's a moving target.

AWS momentum drives bullish call

Analysts Eye AI and Cloud Momentum as Key Catalysts for Amazon in 2026

All three are buys, but for different reasons.

The S&P 500 (NYSE:SPY) has a concentration problem. Its top 10 holdings command 39% of the portfolio, with mega-cap tech names like NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Microsoft (NASDAQ:MSFT) alone accounting for over 20%. Information Technology represents 34% of the fund, and when combined with Communication Services, Big Tech exposure pushes past 44%. For investors ... The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead

MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.

While Nvidia (NVDA) was one of the standout winners of the AI trade in 2025, will the chipmaker remain a tried-and-true stock pick in 2026? Winthrop Capital Chief Investment Officer Adam Coons weighs in on the importance of diversification in the artificial intelligence ecosystem, especially as Bank of America analysts forecast semiconductor sales to top $1 trillion next year. Yahoo Finance senior reporter Brooke DiPalma also joins the discussion. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

It’s been hi-ho silver all December, with the metal up about 33% for the month heading into today. But the shine is coming off fast: spot silver is down around 9%.

Charlie Garcia responds to readers about the opportunities and obstacles for investors in quantum computing.

Analysts cite AWS growth momentum and multiple business catalysts.

Companies say AI will fundamentally change business forever. But what does that change look like, and what are they doing to make it happen?

The benchmark US stock measures were pointing lower before the opening bell Monday as traders prepar

Amazon leads a trio of cloud giants poised to benefit from soaring AI-driven demand as data center expansion accelerates into 2026.

Nvidia's Growth Isn't Slowing Yet. Here's What Investors Should Watch Next

The AI trade has contributed to massive gains for investors in 2025, mainly in part to the growth of Magnificent Seven tech leaders. Annandale Capital founder and chairman George Seay — alongside CFRA Research's Sam Stovall — discusses what Wall Street should make of these gains and how much more the market has to give, referencing earnings growth and short seller sentiments. Also catch Sam Stovall and George Seay's comments on Santa Claus rally optimism, their outlook on small-cap stocks in 2026, and whether the market is in an AI bubble. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Discover if the AI-driven bull market will last through 2026, plus insights on selective investing and the expected AI correction. Click for more market outlook!

Discover why California First Leasing Corporation offers 42% upside with discounted large-cap holdings and a likely NAV merger in 2026. Click for more on CFNB.

Call it the AI paradox: Investors know about the AI bubble, but they're still buying and holding Magnificent Seven stocks.

CNBC's MacKenzie Sigalos reports on how a roughly 60-point year-to-date spread inside the Mag 7 is turning into a referendum on AI monetization — rewarding Alphabet and Nvidia while pressuring big spenders like Amazon and Meta.

CNBC's MacKenzie Sigalos reports on how the Magnificent 7 stocks could widen their divide in 2026.

When it comes to investing, there are a lot of factors that go into which strategy best suits you. Read why different metrics should drive your investment style.

Discover MAGY ETF: gain high weekly income from top AI tech stocks with covered call strategy.

It seems to have plenty of upside left.

You don't have to gamble with cryptocurrencies to get dynamic returns.

Coatue Management's Q3 2025 13F portfolio rose to $40.79B, with 75 positions. Check out the stake increases, decreases, and new positions in the portfolio here.

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quality Stocks to Buy Before 2026. On December 22, Dan Ives of Wedbush Securities appeared on a CNBC Television interview to talk about his bull case for Microsoft Corporation (NASDAQ:MSFT). He says that investors are underestimating Microsoft and Azure growth. ​ Ives highlighted that during the last […]

Requests to relocate abroad by Israelis working at multinational companies operating in Israel rose in the past year in reaction to Israel's ​two-year war against Palestinian militant group Hamas, a report showed on Sunday. The Israel Advanced ‌Technology Industries Association (IATI) found that 53% of companies reported an increase in relocation requests from Israeli employees, noting this was "a ‌trend that may, over time, harm the local innovation engine and Israel's technological leadership." The hundreds of multinationals in Israel include Microsoft, Intel, Nvidia, Amazon, Meta and Apple.

Requests to relocate abroad by Israelis working at multinational companies operating in Israel rose in the past year in reaction to Israel's two-year war

FORT LAUDERDALE, FL / ACCESS Newswire / December 28, 2025 / As AI accelerates beyond human employment capacity and public trust erodes under massive data center expansion, DebitMyData, Inc. is building the missing bridge - the human and digital foundation ...

Most Wall Street analysts see significant upside in Nvidia and Microsoft.

Discover how AI is influencing tech stocks, commodities, and precious metals. Uncover investment risks and opportunities in today’s evolving market.

AI chips defined the AI stock rally, but the next trend may be even bigger.

Discover why Microsoft is a top buy with strong AI-driven growth, rising Azure revenue, and 113% price upside.

It has been a monumental year for the video game industry, marked by new devices and billion-dollar deals.

It's always a great time to invest in quality stocks.

The new "Magnificent Seven" is better suited for today's current market.

Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.

Tech and communication sectors outperform as gold and silver surge. Discover why experts favor tech and precious metals for your portfolio. Click here to read.

Both face major challenges in 2026 that make a stock rebound far from certain. The stocks’ wipeouts are particularly notable because both companies tapped into themes that seemed unstoppable. Fermi has pledged to build the largest data center campus in the world, powered by natural gas, solar panels, batteries, and nuclear energy.

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with over 90% share and powers billions of daily queries through Google Search. Its Google Cloud division has gained market share from leaders Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). A lesser-known aspect is Alphabet also directly invests in public companies through its venture arms GV and CapitalG. This portfolio ... 45% of Alphabet’s $3 Billion Hidden Portfolio Is in Just 2 White-Hot Stocks

Artificial intelligence is driving explosive demand for computing power as companies invest heavily to develop and deploy AI models. This has created opportunities in AI infrastructure, including specialized cloud platforms and data centers. Wall Street forecasts three stocks in particular are uniquely positioned to significantly benefit from benefit the massive expansion and adoption of ... Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks

Rising from the ashes of President Donald Trump’s Liberation Day tariffs like a phoenix, powered by tech and the artificial intelligence boom, the is on pace for an annual gain of around 18%, with the 7000 point mark firmly in sight. Handed a bag of lemons in the early spring, both in the form of President Trump’s hastily arranged tariff schedule, a hawkish Federal Reserve, and a shrinking U.S. economy, American companies did what they do best.

Market commentator and popular TV personality Jim Cramer vented frustration Tuesday over strong economic data triggering panic in high-growth sectors such as artificial intelligence and cryptocurrency. Cramer Finds Knee-Jerk Reaction ‘Stupid’ Cramer described the reaction as a “big freakout” that “never ends,” affecting stocks such as NVIDIA Corp. (NASDAQ:NVDA) and those related to cryptocurrency, quantum computing, and data centers. “It is just stupid,” the "Mad Money" host said. The big freako

Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.

AMZN, MSFT and GOOGL are gearing up for a potential 2026 cloud boom as AI-driven demand lifts cloud growth and spurs massive data center investment.

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities delivered […]

Move strengthens Nvidia's data center strategy amid global surge in AI infrastructure spending.

Recent findings from a survey conducted by the Ramsey Theory Group highlight three pivotal trends in artificial intelligence (AI) that will define enterprise strategies in 2026. As AI moves from experimental phases to becoming a fundamental component of business operations, organizations are focusing on agentic AI systems with controlled autonomy, robust AI cost management, and dynamic governance models. These developments reflect a mature AI market where accountability, transparency, and...

Shares of Microsoft (NASDAQ:MSFT) gained 1.96% over the past five trading sessions after losing 0.03% the five prior. That brings MSFT’s year-to-date gain to 16.59%, including a nearly 38% gain since its year-to-date low on April 8. When the Magnificent Seven member reported FY 2026 Q1 earnings on Oct. 29, 2025, shares fell despite beating ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Between Elon Musk, Jeff Bezos and Bill gates, find out which billionaire had the longest run at the top of the list, as well as where the amount stands in 2025.

Move could open a new revenue stream as competition heats up in digital ads

Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.

Quantum computing stocks are heading into 2026 with a lot of momentum.

Microsoft's AI leadership and OpenAI investments signal strong long-term growth and returns. Read here for a detailed investment analysis of MSFT stock.

Explore Viking Global's Q3 2025 portfolio moves - new stocks, major disposals, and top holdings insights. Read more analysis here.

Microsoft stock looks pricey, but high switching costs, enterprise lock-in, and AI integration may justify the premium for long-term investors

As Microsoft CEO Satya Nadella is going all-in on AI, is the stock worth buying at current prices?

While no one can predict the future, I asked ChatGPT to look more deeply into the history of stock market bubbles and what might happen if the AI bubble bursts.

Microsoft remains a top investment pick with strong AI, cloud growth, and robust profitability. Click here to read my latest analysis of MSFT stock.

Wall Street likes Nebius’s AI scale story, but investors are paying upfront for growth that still needs to prove durable.

Barron’s looked at the group of stocks and used Wall Street ratings and price targets by sector to find presents for any type of investor. Nvidia Amazon, and Microsoft shares are loved by the Street, with a Buy rating from more than 90% of the analysts covering them. The average Buy-rating ratio for stocks in the Russell 1000 is currently about 58%.

Earlier this month, Nebius Group launched Nebius AI Cloud 3.1, rolling out NVIDIA Blackwell Ultra-based infrastructure, real-time capacity tools, and stricter security and governance features for its full-stack AI cloud platform. These upgrades, combined with very large multi-year AI infrastructure agreements with Microsoft and Meta, deepen Nebius’s role as an AI infrastructure provider while heightening execution and funding demands. With Nebius now deploying Blackwell Ultra systems in...

Microsoft is set to underperform markets for the second consecutive year. Dan Ives of Wedbush, meanwhile, sees it as a “compelling” buy and predicts nearly 30% upside next year.

AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.

This company is expected to deliver solid, yet unspectacular, growth in 2026.

Microsoft received some reassuring analyst reports this week as the software giant faces skepticism about its AI investments.

While artificial intelligence dominated market themes in 2025, all Wall Street can talk about now is whether the market (^DJI, ^IXIC, ^GSPC) is already in or about to enter an AI bubble. Annandale Capital founder and chairman George Seay and CFRA Research chief investment strategist Sam Stovall share their thoughts on whether an AI bubble is forming or already here, and the areas displaying the most exuberance. Also catch Sam Stovall discuss Wall Street's Santa Claus rally optimism and George Seay's comments on small-cap stocks in 2026. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Italian regulators ordered Meta Platforms to keep its WhatsApp messaging platform open to rival chatbots, such as OpenAI's ChatGPT. Meta stock gained a fraction during a shortened trading day. The Italian Competition Authority said Wednesday that a policy change within WhatsApp will "completely exclude Meta AI's competitors" from the platform, once it takes effect Jan. 15.

Tech stocks were higher in Wednesday early afternoon trading, with the State Street Technology Selec

All three major US stock indexes were edging higher in late-morning trading on Wednesday after initi

Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.

Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.

This investment decision had nothing to do with the company's financials.

Fidelity names three mutual funds to buy ahead of 2026 as rate cuts, strong GDP growth and mixed signals drive interest in diversified portfolios.

Copilot struggles pull CEO deeper into products

There is no question that artificial intelligence has transformed the stock market as we know it over the past three years, all but single-handedly driving the S&P 500 to record after record. Companies that are sitting at the forefront of this technology, like NVIDIA (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN), have delivered returns ... The 20-Year Signal: Preparing for the Predicted Reversal of AI-Fueled Stock Market Gains

Equities are heading towards their third straight year of outsized gains as 2025 is rapidly coming to a close.

Vanguard thinks the 60/40 portfolio should be flipped. Retirement experts weigh in.

Discover 2026 S&P 500 insights, sector opportunities, emerging risks, and expert forecasts.

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Waves on Wall Street. On December 22, Wedbush reiterated the stock as “Outperform,” with a $625 price target. The firm believes that the stock is a “core winner,” likely to surprise Wall Street with the strength of its AI-driven growth. “Microsoft remains a core winner […]

Agents like OpenAI's Instant Checkout and Perplexity's Instant Buy threaten to reshape the e-commerce landscape.

Alibaba Group is facing slowing Chinese consumption, e-commerce deceleration, and margin pressures. Read why I rate BABA stock a Hold for now.

The pivot to AI has lifted a bitcoin-mining ETF by 90% this year, even as bitcoin itself has slumped.

The big technology player is a top-performing stock of 2025.

AI stock valuations in public markets are largely reasonable, with bubble concerns overstated versus S&P 500 multiples and underlying growth rates.

These top tech stocks have more than doubled in value since 2020 and are poised to do it again.

The position was previously 3.78% of the fund’s AUM as of the prior quarter.

Apple's 2025 helped set up its future.

The stock market is quickly waking up to the fact that Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is the leading AI software company today. It has overtaken Microsoft (NASDAQ:MSFT) and is less than $200 billion away from overtaking Apple (NASDAQ:AAPL) as the world’s second-largest company. Overtaking the AI hardware leader, Nvidia (NASDAQ:NVDA) will take a bit more work, ... Will Google Pass Nvidia in 2026 as the World’s Biggest Company?

Software rally seen broadening next year

Discover why the S&P 500 may remain flat through 2026 and find investment tips on reallocating from tech stocks to undervalued consumer sectors. Click for more.

Google moves to secure electricity for AI data centers by acquiring renewable energy developer Intersect Power.

Microsoft (NASDAQ:MSFT) 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, over the years, Bill Gates has adjusted his portfolio holdings, choosing to divest in a range of companies via his own personal portfolio but also via his ... The Bill Gates Portfolio: 3 Of His Ancor Holdings Every Investor Should Consider

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 of billionaires can help you build a portfolio that stands the test of time. However, due diligence is very important. Bridgewater Associates has ... Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans

Valuation, growth, balance sheets and analyst sentiment suggest leadership fatigue -- but not collapse

ServiceNow on Tuesday agreed to buy cybersecurity startup Armis for $7.75 billion, in the ​enterprise software maker's biggest-ever deal, as it bolsters its services ‌to help counter rising cyberattacks driven by AI adoption. Through the deal, the company aims to ‌integrate Alphabet-backed Armis' security features such as device scanning and threat detection, a crucial advantage amid sophisticated cyberattacks that have hit companies ranging from Microsoft to UnitedHealth Group. However, ServiceNow's shares fell about 3%, as investors worried over the ⁠company's recent splurge on ‌acquisitions.

The S&P 500 has delivered what can only be described as a strong year to date, extending a rally that has rewarded investors for staying the course through inflation, rate hikes, and geopolitical uncertainty. On the surface, by all accounts, the market looks healthy as stocks continue climbing and corporate earnings remain strong. Similarly, optimism ... The S&P 500’s Rare 40-Year Valuation Warning: Economic Slowdown Is Confirmed by Federal Reserve

Crossroads Capital LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Crossroads Capital Investment Partners, LP, appreciated 6.4% net of all fees and expenses in the third quarter of 2025, making the YTD return 34.1% net through Q3 2025. The fund has compounded […]

Akamai Technologies has launched ISV Catalyst, a new partner program aimed at accelerating growth for independent software vendors (ISVs) on its globally distributed cloud platform. This initiative is designed to support ISVs in creating, marketing, and selling cloud-native solutions, particularly those involving artificial intelligence and multicloud capabilities. By offering no referral fees for ISVs during the first year and various promotional opportunities, the program aims to lower...

Discover key insights on Microsoft's massive AI investments, OpenAI partnerships, and cloud business growth.

Discover why the S&P 500 is rated a buy for 2026 with AI-driven growth and strong earnings projected.

The New York Times' (NYT) John Carreyrou and five other writers filed a complaint in the California

Discover insights on Meta's massive AI infrastructure investment, its risks of overbuilding, and what this means for future tech booms.

Discover why non-tech sectors like industrials and healthcare may lead S&P 500 growth into 2026.

These three quantum computing stocks share much in common.

BlackRock has placed its spot Bitcoin exchange-traded fund among its three biggest investment themes for 2025, ranking the product alongside Treasury bills and US mega-cap technology stocks. Key Takeaways: BlackRock named its spot Bitcoin ETF a top 2025 investment theme alongside Treasurys and big tech. IBIT attracted over $25 billion ...

Microsoft Is Poised to Surprise Wall Street as AI Growth Accelerates

The U.S. administration has lined up a slew of actions to restrict the use of H-1B visas by businesses.

Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer answered questions about. Inquiring if their portfolio is diversified, a caller highlighted that their top five holdings are LLY, SLG, MSFT, CVX, and TSM. Cramer said: “Really interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for […]

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Investors have high hopes that Tesla will monetize its robotaxi and robotics initiatives.

Oklo stock has gained more than 700% since its IPO.

Cognizant Technology Solutions (CTSH) just rolled out a string of AI focused moves, highlighted by a multi year strategic partnership with Microsoft and fresh long term deals with Bupa Hong Kong, ERIKS and BayWa. See our latest analysis for Cognizant Technology Solutions. Those moves are landing in a market that has already been repricing Cognizant, with a 90 day share price return of 25.92 percent and a three year total shareholder return of 59.81 percent, signalling that momentum has been...