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Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities dropped 3.2% […]
Find insight on cryptocurrency, BlackBerry, Micron and more in the latest Market Talks covering technology, media and telecom.
Microsoft (NASDAQ:MSFT) has been one of the cleanest setups in mega-cap tech this year. After a sharp pullback from last summer’s highs, the stock now trades where the analyst community, prediction markets, and our model align. Our 24/7 Wall St. price target for Microsoft is $486.23, and our confidence in that number is high. The ... Microsoft Forecast: Strong Buy With Near-Unanimous Analyst Support
Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.
Investing.com -- Stifel has cut its price target on Microsoft to $400, warning that Wall Street’s fiscal year 2027 gross margin estimates fail to capture the drag from Azure’s rapid growth and compressing cloud margins driven by accelerating capital expenditure.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's expansion into the AI data center industry with its new server rack.
Nvidia was falling early Thursday after rising throughout premarket trading as initial semiconductor cheer from Micron earnings quickly reversed. Nvidia shares were down 2% at $2194.98 in early trading after Micron Technology blowout earnings. As Barron’s has written, Nvidia looked to be establishing a trading range with a floor of roughly $200, after breaking through that level in April.
The chipmaker unveiled its Dragonfly portfolio at an investor day, targeting more than $15 billion in data center revenue by fiscal 2029
MSFT's gaming revenues fall as Xbox hardware slumps, but cloud streaming, Game Pass and new content may deepen ties to its cloud ecosystem.
AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT) is the leading exception. So far this year, the stock is down 24%. The market is 7% higher, and the market’s long-term trade is just bad or worse. Over the last five years, the stock has risen 38% ... Microsoft’s Stock Is Crippled
EU regulators say AWS and Azure should be designated under bloc tech rules as AI demand strengthens cloud ecosystems.
The company almost doubles its non-handset sales target, helping to revive faith in the stumbling AI trade.
Stock Market Today: The Dow Jones index rose Thursday ahead of a key inflation gauge. Micron stock rocketed 17% on earnings.
AI models can be ‘like schizophrenic geniuses,’ says CEO who raised $100 million in round led by Khosla Ventures.
This comes amid open-source models rapidly closing the performance gap with frontier AI systems, while inference costs continue to fall.
(Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s B
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Gates prefers relatively boring businesses over high-flying tech stocks for his portfolio.
By Caroline Valetkevitch and Chuck Mikolajczak NEW YORK, June 25 (Reuters) - Investors expect heavy trading volume on Friday to reflect changes to the Russell indexes, including reclassifications for
Under the Digital Markets Act, the companies would be treated as gatekeepers for their cloud computing services and required to take extra steps to ensure they don’t stifle competition.
Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were up 1.5% at $201.94 in premarket trading with chip stocks generally gaining after Micron Technology blowout earnings.
Preorders for physical and digital copies of GTA 6 went live at midnight on June 25, which is priced at $79.99 for the base edition and $99.99 for the “Ultimate” edition.
Amazon and Microsoft's cloud computing services should be designated gatekeepers under EU rules aimed at reining in the power of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest cloud providers globally, should be designated gatekeepers under the Digital Markets Act which sets out a list of dos and don'ts to ensure a level playing field, the European Commission said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.
A coalition of employers and state governments says it is developing a sweeping strategy to help workers respond to the AI age.
Microsoft Corporation (NASDAQ:MSFT) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, it was announced that ICON plc selected Microsoft Corporation (NASDAQ:MSFT) as the preferred technology partner. This further advances ICON’s previously announced plan to make investments in digital innovation and AI over the upcoming 3 years. As a […]
Microsoft is the worst-performing Mag7 stock year to date, and retail traders see little hope of a near-term rebound.
June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
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