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Cisco (CSCO) Unveils Cloud Control Platform and Advances Private 5G Connectivity Solutions
Insider Monkey55d agoneutral
Cisco (CSCO) Unveils Cloud Control Platform and Advances Private 5G Connectivity Solutions

Cisco Systems Inc. (NASDAQ:CSCO) ranks among the best 5G stocks to buy right now. On June 2, Cisco Systems Inc. (NASDAQ:CSCO) announced the release of Cisco Cloud Control, a platform for managing IT infrastructure by operators and artificial intelligence agents. The platform offers a unified interface for networking, security, computation, and observability. The platform, which […]

How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story
Simply Wall St.55d agoneutral
How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story

Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...

Jim Cramer Thinks Microsoft (MSFT) Doesn’t Need $100 Billion
Insider Monkey55d agoneutral
Jim Cramer Thinks Microsoft (MSFT) Doesn’t Need $100 Billion

We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 14.6% over the past year and by 15% year-to-date. UBS discussed the firm on June 7th, as it […]

Microsoft Weighs Xbox Restructuring As Investors Focus On Cloud And AI
Simply Wall St.55d agobearish
Microsoft Weighs Xbox Restructuring As Investors Focus On Cloud And AI

Microsoft (NasdaqGS:MSFT) is reportedly reviewing options for its Xbox gaming division, including a spin off, joint venture, or restructuring into a separate subsidiary. The review follows significant layoffs, pressure on revenue, and consistently low profit margins within Xbox relative to the wider group. Any decision could reshape how Microsoft allocates capital between gaming and its core cloud and AI businesses. For you as an investor, Xbox sits inside a much larger story at Microsoft,...

Is IREN (IREN) Quietly Rewriting Its AI Infrastructure Story With Microsoft-Backed GPU Financing?
Simply Wall St.55d agoneutral
Is IREN (IREN) Quietly Rewriting Its AI Infrastructure Story With Microsoft-Backed GPU Financing?

In early June 2026, IREN Limited closed a US$3.65 billion investment-grade GPU financing facility linked to its Microsoft AI cloud contract and advanced plans for an 800MW, transmission-ready data center campus in Bundey, South Australia, while also engaging BE Networks and NVIDIA DSX Air to test its upcoming Blackwell Ultra GPU deployment via a digital twin. Taken together, these moves highlight how IREN is trying to reposition itself from a Bitcoin miner into a large-scale AI...

Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring
Insider Monkey55d agoneutral
Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 47 Top Pick Of: Bill Ackman — Pershing Square Capital Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure […]

3 Cloud Computing Stocks to Load up on in June
24/7 Wall St.55d agoneutral
3 Cloud Computing Stocks to Load up on in June

Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate enterprise cloud. Each just printed cloud growth that re-accelerated, each is sitting on contracted ... 3 Cloud Computing Stocks to Load up on in June

3 Beaten Down AI Infrastructure Stocks to Buy in June
24/7 Wall St.55d agobullish
3 Beaten Down AI Infrastructure Stocks to Buy in June

AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory keeps accelerating. NVIDIA (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) are the picks-and-shovels triangle of the AI buildout: silicon, custom accelerators and networking, and the ... 3 Beaten Down AI Infrastructure Stocks to Buy in June

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet55d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

IREN Secures $3.65B GPU Financing Facility for Microsoft AI Cloud Expansion
Insider Monkey56d agoneutral
IREN Secures $3.65B GPU Financing Facility for Microsoft AI Cloud Expansion

IREN Limited (NASDAQ:IREN) is one of the best young stocks with the highest upside potential. On June 1, IREN announced that it has closed a $3.65 billion investment-grade GPU financing facility to support the delivery of its AI cloud contract with Microsoft. The financing is designed to fund large-scale GPU capital expenditures tied to the […]

Microsoft (MSFT)’s LinkedIn Launches BrandWorks, Targets $100 Million Annualized Revenue Run Rate
Insider Monkey56d agoneutral
Microsoft (MSFT)’s LinkedIn Launches BrandWorks, Targets $100 Million Annualized Revenue Run Rate

With a profit margin of 39.34% and net income of $101.83 billion (FY25), Microsoft Corporation (NASDAQ:MSFT) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile, analysts see 38.20% upside for the stock. That standing is well-supported by results, and Microsoft Corporation (NASDAQ:MSFT) is actively broadening its revenue base beyond […]

Microsoft (MSFT): The Top Strong Buy Stock to Invest In
Insider Monkey56d agobullish
Microsoft (MSFT): The Top Strong Buy Stock to Invest In

Microsoft Corporation (NASDAQ:MSFT) is one of the Top 10 Strong Buy Stocks to Invest In. On June 9, 2026, KPMG and Microsoft Corporation (NASDAQ:MSFT) announced an expansion of their global relationship to help clients deploy AI at scale. Under the agreement, KPMG will use Microsoft Agent 365 to “enhance” the KPMG Trusted AI framework, while […]

Is Microsoft Corporation (MSFT) A Good Stock To Buy Now?
Insider Monkey56d agobullish
Is Microsoft Corporation (MSFT) A Good Stock To Buy Now?

Is MSFT a good stock to buy? We came across a bullish thesis on Microsoft Corporation on Hated Moats’s Substack by Hated Moats Investors. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation’s share was trading at $411.74 as of June 8th. MSFT’s trailing and forward P/E were 24.82 and 21.46 respectively according […]

Harvard University Likes Meta (META) Stock Despite AI CapEx Fears
Insider Monkey56d agoneutral
Harvard University Likes Meta (META) Stock Despite AI CapEx Fears

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Meta Platforms (NASDAQ:META) ranks #8 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $111,310,180 Meta Platforms (NASDAQ:META) is down about 12% so far this year, with CapEx-related fears being the primary drag on the stock despite Mark Zuckerberg’s assurances that these […]