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Here’s How Microsoft’s Mistral Partnership Could Strengthen Azure’s AI Leadership
Insider Monkey15d agobullish
Here’s How Microsoft’s Mistral Partnership Could Strengthen Azure’s AI Leadership

Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption. It is part of the company’s strategy of extending its cloud platform, Azure, beyond traditional infrastructure into the foundation for nmext-generation AI computing. That was evident on July 21, as the software giant confirmed the expansion of […]

Why this oil pullback could be a buying opportunity
Yahoo Finance Video15d agobullishVIDEO
Why this oil pullback could be a buying opportunity

Oil prices (CL=F, BZ=F) are pulling back as the U.S. and Iran pause military strikes. Tortoise senior portfolio manager & managing director Rob Thummel joins Market Catalysts to discuss the volatility of oil prices and why he sees long-term value in energy stocks.

Super Micro’s Margin Beat Is Genuine. And So Is The ‘Value Trap’ Thesis
Insider Monkey15d agobullish
Super Micro’s Margin Beat Is Genuine. And So Is The ‘Value Trap’ Thesis

The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]