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The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?
Microsoft-backed (MSFT) OpenAI is in advanced talks to lease a proposed 10-gigawatt data center camp
Microsoft is limiting employees' use of Anthropic's Claude Fable 5 because of the AI startup's new data retention requirements, The Verge reported on Wednesday, citing sources. Anthropic on Tuesday said it is rolling out Claude Fable 5, a public version of its Mythos AI model, with guardrails barring its use in risky areas such as cybersecurity. Claude Fable 5 is the most powerful model Anthropic has made available for wider use, with the company citing its performance in software engineering and analytics.
It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.
Newly-listed power company ERock could appeal to investors looking for another way to play the AI boom. Erock started trading on the New York Stock Exchange around midday on Wednesday, slipping 5% in early action. ERock makes natural gas-powered engines and generators that can be placed on-site at data centers or other large businesses to provide electricity.
Microsoft Corp (NASDAQ:MSFT) is one of the most profitable crypto-exposed stocks to buy now. On May 26, Piper Sandler reiterated an Overweight rating on Microsoft Corp (NASDAQ:MSFT) stock with a price target of $540. The firm cited improvements in the company’s Copilot AI assistant following recent meetings with Microsoft’s investor relations team. Piper Sandler pointed […]
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
Microsoft (NASDAQ:MSFT) is trading at an unusually soft spot heading into the second half of 2026, and our model says the setup is attractive. Shares changed hands near $401.89 on June 10, down sharply from the $551.05 52-week high. Our 24/7 Wall St. price target for Microsoft is $518.68 over the next 12 months, implying ... Microsoft Stock Price Prediction: A New Record High on the Horizon?
Microsoft (MSFT)-backed OpenAI is expected to go public within the next year, although the timing co
The S&P 500 keeps hitting record highs, but dig deeper, and you'll find only a handful of stocks are actually doing the heavy lifting. Here's why one Vanguard ETF offers a smarter way to invest $1,000 right now.
Headlines this week are obsessed with Intel Corporation (NASDAQ:INTC), which has ridden the agentic AI narrative and a parade of marquee partners to a 426.95% one-year run that has the chat rooms convinced the turnaround is in the bag. But here’s what you should actually be watching. The Intel Trade Has Already Happened Intel is ... Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer noted that he did not see the issuance coming, as he remarked: There’s the equity issuance from Google last week. Now I didn’t see it coming. You didn’t see it either. It was […]
Tesla is designing a new iteration of AI chips that will be used for self-driving cars and humanoid robots. The stock is down about 2.5% today.
Investing.com -- Microsoft co-founder Bill Gates appeared before a House committee on Wednesday for closed-door questioning about his relationship with convicted sex offender Jeffrey Epstein.
Microsoft (MSFT) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.
MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.
The most expensive habit a company can have is paying someone else for the thing it sells. For three years, Microsoft (MSFT) looked like the firm that had outsourced its way to the front of the artificial intelligence race. It poured more than $13 billion into OpenAI, wired ChatGPT's models into ...
Microsoft sits at the controlling intersection of the two software industries every modern enterprise depends on: cloud infrastructure and productivity software, giving it a multi-decade structural footprint. Microsoft (NASDAQ:MSFT) rewards long-term accumulation, and the latest results explain exactly why. Pillar 1: Durability That Compounds Quietly Durability starts with the dual-engine model. In Q3 FY2026, the ... 1 Unstoppable Dual-Industry Leader to Buy Hand Over Fist and Hold for the Next
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q1 2026, with the S&P 500 falling 4.3% amid inflation concerns fueled by the conflict in Iran and disruptions in […]
(Bloomberg) -- Microsoft Corp. co-founder Bill Gates arrived at the US Capitol complex Wednesday for closed-door testimony to the House Committee investigating the late financier Jeffrey Epstein.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Launches Strikes Against Iran After Helicopter Shot DownUS Strikes Iran After Helicopter Downed, Testing Peace TalksStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapStocks Fall as US-Iran Tensions Offset
Investing.com -- Artificial intelligence-related stocks remained under pressure this week as investors grappled with concerns about AI infrastructure spending, but one analyst argues that the market may be misinterpreting the significance of a high-profile project delay.
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. The year began positively on a broad rally, […]
CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.
Adobe (NASDAQ: ADBE) is set to report its earnings on Thursday, June 11, 2026. Heading into the results, the stock has experienced notable pressure, dropping roughly 8% over the past five days as investors heavily scrutinize the company's ability to successfully monetize its generative AI tools.
The institute said that new measures must be tightly focused and avoid imposing excessive compliance burdens.
LinkedIn is aiming to burnish its position as a go-to platform for business advertisers with a new team of marketing experts that it expects to generate an annualized run rate of $100 million next fiscal year, a source familiar with the matter said. The Microsoft-owned platform on Wednesday unveiled BrandWorks, the newly assembled team that aims to deliver higher-performing ad campaigns for customers ranging from software giant SAP to privately held website hosting platform Webflow. "We're developing services that are designed to meet the marketer where they are," said Alex Josephson, VP of BrandWorks, who previously built a similar offering called Twitter Next.
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