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The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]
For investors wondering whether Microsoft stock still offers value at current levels, or if the market has already priced in the story, this article walks through what the numbers say and how to read them clearly. Microsoft shares last closed at US$390.34, with the stock down 8.8% over the past week, 4.3% over the past month, and 17.5% year to date, while still showing a cumulative return of 14.8% over three years and 55.9% over five years. Recent coverage has focused on how large technology...
David Tepper’s Appaloosa Management cut its Microsoft position by roughly 82% in the first quarter of 2026, while Bill Ackman’s Pershing Square went the other direction, initiating a brand-new stake of roughly 5.65 million shares worth about $2.09 billion at quarter-end. Ackman started accumulating in February after Microsoft (NASDAQ:MSFT) sold off following fiscal Q2 earnings, ... David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?
These two technology giants are already monetizing artificial intelligence (AI) technologies at an impressive pace.
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding for tens of millions of investors. It tracks the S&P 500, charges 0.0945% in expenses, pays a 1.25% dividend yield, and has returned about 314% over the past decade on a price basis. The pitch is simple: own the 500 largest U.S. companies for almost ... What Stripping the Weakest Stocks From the S&P 500 Actually Does for Your Portfolio
Management has gone quiet on the geopolitical cost pressures that once dominated its calls, but the new, unquantified component headwind they're flagging instead could pose a more direct threat to record profits.
Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer mentioned the company while discussing the Magnificent Seven, as he commented: The hallmark of the Magnificent Seven: bulletproof balance sheets. That’s what allowed them to have these robust buybacks. They were tight. […]
AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June
<body><p>STORY: SK Hynix is looking to choose the Nasdaq for its planned U.S. listing.</p><p>That's what two sources told Reuters.</p><p>The planned listing could come as soon as August and follows a 230% surge in the company's share price this year.</p><p>The U.S. listing is expected to widen the company's investor base and raise its profile among global investors.</p><p>The sources said the company chose Nasdaq over the New York Stock Exchange.</p><p>SK Hynix declined to comment.</p><p>Nasdaq wasn't immediately available for comment outside business hours.</p><p>Nasdaq is home to many of the world's largest tech firms and chipmakers.</p><p>It includes Nvidia, Microsoft, Alphabet and other heavyweights.</p><p>SK Hynix is the world's second-largest memory chipmaker and a key supplier to Nvidia.</p><p>The CEOs of both companies met in South Korea earlier this week.</p><p>They said they signed a multi-year technology partnership that would advance next-generation memory for global AI data centers.</p><p>SK Hynix is a big player in the AI boom due to its dominant position in high-bandwidth memory chips used in AI servers.</p><p>Reuters earlier reported SK Hynix received - quote - "tremendously positive" feedback on the U.S. listing plan.</p><p>The firm cited strong AI demand and its position in the memory-chip market.</p></body>
We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Microsoft (NASDAQ:MSFT) ranks #2 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $189,921,271 Microsoft (NASDAQ:MSFT) is down about 15% so far this year. The biggest overhang is the impact of AI on software. The key fear is straightforward. If AI tools […]
Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing for computing power, data centers, semiconductors, and energy infrastructure. Building that foundation requires enormous amounts of capital, and the U.S.’s largest technology companies ... In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years
Oracle posted record Q4 results and strong AI-driven cloud growth, but shares slid as investors focused on massive capital spending plans.
Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Invest in Now. On June 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) announced a new quantum computing chip called Majorana 2. The chip is redesigned using AI and is set to be commercially useful for quantum computing by 2029. This move puts Microsoft in direct […]
JPMorgan data show hedge funds cut positions in the biggest U.S. tech names, with some adding bearish bets, just before SpaceX began trading Friday
Recent developments in the Cloud AI landscape include Akamai Technologies earning a Solutions Partner with certified software designation for its API Security within the Microsoft AI Cloud Partner Program. This certification underscores the interoperability of Akamai's software with the Microsoft Cloud, offering cross-platform visibility and security for users operating in cloud environments like Microsoft Azure. This advancement emphasizes the growing demand for robust API protection as AI...
South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks. The planned listing as early as August comes after a 230% surge in SK Hynix's share price this year, lifting its market value above $1 trillion in May. The U.S. listing is expected to broaden the company's investor base and raise its profile among global investors. The company selected Nasdaq over the New York Stock Exchange, said the sources, who declined to be identified because the information was not public.
Constellation Energy (NasdaqGS:CEG) is progressing regulatory steps to restart the Crane Clean Energy Center, including FERC approval for interconnection capacity. The NRC is conducting an environmental review for the former Three Mile Island Unit 1 facility as part of the restart process. Constellation has entered long term, carbon free power agreements with major technology companies, including Microsoft and Meta, aimed at supplying nuclear power for AI and data center...
Microsoft (NasdaqGS:MSFT) is reportedly overhauling its Xbox division, with large planned layoffs and sharp marketing budget cuts. The gaming unit is set for a broad reset under newly appointed Xbox CEO Asha Sharma. The changes are aimed at addressing declining revenue, low margins, and operational inefficiencies in the gaming business. For investors watching Microsoft at a share price of $390.34, this shift in the Xbox division comes against a mixed return profile. The stock is down 8.8%...
Hedge funds sold out of the biggest U.S. tech stocks, and some even added bearish positions, according to data from a JPMorgan note late Thursday, just before SpaceX was set to go public on Friday. Shares in the "Magnificent Seven" -- a group that includes some of the biggest tech names on Wall Street, namely Nvidia, Apple, Amazon.com, Alphabet, Meta, Tesla, and Microsoft, have all declined since last Friday. The Roundhill Magnificent Seven ETF, which tracks these stocks closely, declined over 2.4% since June 5, with some analysts saying investors were clearing their decks in order to prepare for the debut of Elon Musk's Space X on Friday.
As states like Ohio move to increase their regulation of data centers and reduce their subsidies for the businesses behind them, the costs of building and operating them could increase significantly.
Microsoft (NASDAQ:MSFT) is one of the best forever stocks to buy, according to analysts. On June 4, TD Cowen reiterated its Buy rating on Microsoft (NASDAQ:MSFT) and set a $540 price target. The bullish stance is in response to the company asserting its AI strategy with seven new self-built models focused on fine-tuning and cost […]
With 14 hedge funds having stakes in the stock, Rezolve AI PLC (NASDAQ:RZLV) is among the 10 Under-the-Radar AI Stocks to Buy in 2026. On June 8, Rezolve AI PLC (NASDAQ:RZLV) announced the appointment of Michele Fisher as Chief Marketing Officer. Fisher joins the company from Microsoft, where she served as Global Strategy Director, bringing extensive experience […]
IonQ (NYSE:IONQ) is facing social media controversy after former pharmaceutical executive Martin Shkreli accused the company of exaggerating its quantum computing capabilities, including claims related to Bitcoin mining. The dispute has fueled questions about IonQ's technology disclosures and has drawn wider attention to how quantum computing potential is described to investors and the public. At the same time, IonQ, along with Google and Microsoft, was not included in a new US government...
AvePoint (NASDAQ:AVPT) Chief Executive Tianyi Jiang outlined the company’s strategy around Microsoft 365, multi-cloud data protection and artificial intelligence governance during a D.A. Davidson discussion hosted by analyst Rudy Kessinger. Jiang said AvePoint, founded in 2001, began in the Microso
Despite recent stock underperformance, Microsoft remains one of the best-positioned companies to capitalize on the booming AI and cloud computing markets.
General Electric (NYSE:GE) appointed Judson Althoff, Microsoft’s Chief Commercial Officer, to its Board of Directors. GE Aerospace participated in the critical design review for the STARLAUNCH 1 sub orbital space vehicle. Both developments relate to GE’s focus on digital capabilities and expanded roles in space related aerospace programs. For investors watching NYSE:GE, these moves touch two important themes: digital transformation and aerospace expansion. The addition of a senior Microsoft...
Investors were generally gloomy about tech stocks.
Apple (AAPL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough.
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