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Investing.com -- The Strait of Hormuz has emerged as a potential vulnerability for global internet infrastructure, with threats to undersea fiber-optic cables raising concerns among major technology companies and investors, according to a note from Yardeni Research.
Amazon’s seasonal surges contrast with Microsoft’s steady upward trend, as both tech giants navigate new services and shifting profit margins.
The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax run synthetic covered calls in the background. YMAG bundles seven single-stock YieldMax sleeves on Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla into ... YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven
Microsoft and Nvidia teased on X a new generation of Windows PCs powered by NVIDIA ARM-based chips.
The $37 billion AI run rate gives Microsoft a clearer monetization benchmark, while in-house models could help manage the cost of serving AI demand across Azure and Microsoft 365.
Wall Street traders are increasingly hedging exposure to Big Tech credit as hedging activity tied to AI-era borrowing surges, pushing outstanding credit default swap (CDS) volume to record levels. In a Wednesday post on X, The Kobeissi Letter stated that...
Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.72%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.36%. June E-mini S&P futures (ESM26 ) rose +0.19%, and June E-mini Nasdaq futures...
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Zeta Global (NYSE:ZETA) ranks #6 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 47 Zeta Global (NYSE:ZETA), which sells AI-powered marketing and customer data software to businesses, became one of […]
The latest earnings season has pushed the stock market (^DJI, ^IXIC, ^GSPC) to new highs yet again, especially on the back of heightened AI demand and adoption. Simpler Trading VP of options Danielle Shay discusses the opportunities developing in the options market and ETFs tied to Big Tech, highlighting her process for examining risk.
The world's biggest PC maker surged 109% in May after AI revenue hit 38% of quarterly sales. Goldman Sachs more than doubled its target.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Microsoft stock: recent move puts performance in focus Microsoft (MSFT) shares have been active recently, with the stock edging up about 3.5% over the past day and around 1.9% over the past week, bringing its current price to US$426.99. See our latest analysis for Microsoft. That latest move comes after a mixed stretch, with the share price return up 8.72% over 90 days but down 9.72% year to date, while the 5 year total shareholder return of 81.08% points to momentum that has built over a...
I keep hitting the buy button on Microsoft (NASDAQ:MSFT) because the stock has gotten cheaper while the business has gotten stronger. The shares are down 13.06% year to date and down 7.24% over the past year, sitting at $418.57. Meanwhile, the company just told me its AI business is running at a $37 billion annualized ... One Reason I Can’t Stop Buying Microsoft Stock
The market is getting overheated, and, with that, some new correction predictions are bound to come flowing in. But under the red-hot S&P 500 are some terrific individual “gifts” that I think ought to be on value investors’ radars. Of course, going through the screener is bound to yield a list of intriguing names that ... Microsoft Stock Might Be the New “Big Steal” of the Mag 7
A question about becoming a billionaire led to a conversation about how the wealthiest Americans built their fortunes. Jordan, calling from Little Rock, Arkansas, asked "The Ramsey Show" what sets millionaire wealth apart from billionaire wealth. Personal finance expert Dave...
These stocks have delivered average annual returns topping 30% over the past decade or so.
Alphabet's Google Cloud posts a monster Q1'26: revenues rise 63% to $20B, margin 32.9%, and backlog hits $462B.
Here are three great reasons to buy Microsoft now.
The Dow Jones (^DJI) is packed with iconic businesses that have built strong brands and durable market positions. A select few continue to thrive, delivering solid returns and proving their resilience in an evolving market.
PENN Entertainment pairs regional casinos with a digital wagering business now centered on iCasino and theScore Bet. The stock becomes much more interesting if digital keeps improving without weighing on the casino's cash-flow base.
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Corporate AI spending has surpassed the peak of the late 1990s dotcom boom in scale relative to the US economy, but a backlash against soaring costs is beginning to emerge as companies discover that encouraging staff to use AI freely is proving far more expensive than anticipated, according to...
CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.
CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.
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