On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused on building a global bond crisis and a sovereign debt spiral. Gavin Baker is far more bullish, arguing that America’s energy independence and ... Debt Spirals vs. AI Factories: The Great Macro Divide of 2026
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
These cloud giants continue to report strong results.
Microsoft stock hasn't been this cheap, measured by the price-to-cash flow ratio, since 2019.
Microsoft reached a $250 million settlement to resolve shareholder litigation tied to its Activision Blizzard acquisition. The settlement addresses claims related to disclosures and governance around one of the company’s largest deals. Separately, Microsoft finalized a restructured partnership with OpenAI, ending its exclusivity agreement while retaining key cloud and IP rights. NasdaqGS:MSFT last closed at $418.57, with the stock down 0.8% over the past week and 1.4% over the past month...
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, RBC Capital reiterated an “Outperform” rating and a price objective of $640.00 on the company’s stock. This comes after the investor meetings with the company’s executives. The firm remains optimistic about Microsoft Corporation (NASDAQ:MSFT)’s growth opportunity and its […]
Ackman believes investors have missed one crucial detail about Microsoft.
First Trust Managed Municipal ETF targets tax-exempt income through a diversified portfolio of municipal bonds for fixed income investors.
Microsoft stock hasn't received much love lately despite the company's solid fundamentals.
A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined dividend income and tax savings by using a direct-indexing strategy. Part of that benefit comes from ordinary stock dividends. The rest comes from tax-loss harvesting, which is the main advantage of direct indexing over a ... How Direct Indexing May Produce $19,000 in Annual Income on a $700,000 Portfolio
During Nvidia's earnings report, Huang talked about the next chapter of the AI story.
This move was unexpected by many investors.
Investing.com -- Artificial intelligence could increase global economic growth by as much as 1 percent annually over the next decade, lifting growth from about 3.5% to 4.5%, as the technology drives productivity gains across industries and tasks, according to a Bank of America analyst report.
Hedge funds were loading up on Microsoft and Uber shares in Q1.
(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not
Paul Tudor Jones doesn’t appear to be locked into one stock. That may be the real story. The billionaire investor’s Tudor Investment Corp. reported a massive first-quarter options book that includes big stakes connected to Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms ...
Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates
Money may not buy happiness, but according to Microsoft co-founder Bill Gates, it can buy something millions of Americans desperately want: peace and quiet from financial panic. During a Reddit AMA in 2019, Gates was asked a question that cuts...
Stripped of total tech control, Microsoft can no longer run at the "speed of thought," making its current valuation dip a sobering new reality rather than a buying opportunity.
The economic gap between the U.S. and the U.K. has been widening for more than a decade. As a result, a new study has found that the U.K.'s GDP per capita is now lower than every single U.S. state.
Traditional signals about the overheating of the U.S. stock market are ceasing to work in the age of digital transformation.
Microsoft (NasdaqGS:MSFT) is reportedly in advanced talks to supply its custom Maia AI chips to Anthropic. The discussions would mark the first major external deployment of Microsoft’s Maia hardware with a leading AI model provider. The potential agreement signals a direct competitive move against cloud providers that rely on in-house or third-party AI chips. For investors watching NasdaqGS:MSFT, this potential Maia rollout sits at the intersection of cloud services, AI infrastructure, and...
A 30-year-old software engineer at Meta (NASDAQ:META), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week: how do I shovel more into a Roth when I am already over the income limit for direct Roth IRA contributions and my 401(k) deferral is maxed? ... The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years
Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates
Ackman's Pershing Square hedge fund largely exited from its massive Alphabet position in Q1 and initiated a stake in Microsoft.
Investing.com -- Artificial intelligence is generating a minor impact on macroeconomic output despite widespread corporate adoption for individual workflows, according to a research report released by BofA Global Research on Friday.
Investing.com -- Zoom Video Communications Inc (NASDAQ:ZM) has secured a financial return exceeding $1 billion from its early backing of artificial intelligence startup Anthropic, according to a regulatory filing made on Friday that was originally reported by Bloomberg.
Investing.com -- Strong U.S. macroeconomic performance continues to outpace other developed economies, powered by real GDP growth tracking at a 2% to 3% pace in recent quarters, according to institutional research released by Citi this week.
FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.
Microsoft vs. Apple stock: Compare fundamentals, valuation, dividends, analyst ratings, and AI exposure to see which looks like the better buy.