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UiPath Alliances With Microsoft And Google Cloud Test Valuation Gap
Simply Wall St.89d agoneutral
UiPath Alliances With Microsoft And Google Cloud Test Valuation Gap

UiPath (NYSE:PATH) has expanded its Automation Cloud presence in South Korea through a partnership with Microsoft. The company has launched Intelligent Xtraction and Processing on Google Cloud Marketplace, adding another major cloud partner. These moves align with UiPath’s efforts to embed its automation tools with large technology and consulting partners. UiPath, trading at around $10.55, has seen mixed share performance, with the stock up 5.4% over the past week but down 33.6% year to...

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg89d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

UK CMA Opens Probe Into Microsoft (MSFT) Software Practices
Insider Monkey89d agobearish
UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Andreas Halvorsen ranks among the richest hedge fund managers in the world. Accounting for a 4.13% share ($1.55 billion) in the billionaire’s portfolio, Microsoft Corporation (NASDAQ:MSFT) ranks as Andreas Halvorsen’s top stock pick. The UK’s Competition and Markets Authority (CMA) has initiated a probe into Microsoft Corporation (NASDAQ:MSFT)’s commercial software infrastructure, the regulatory agency announced […]

Microsoft’s Global AI Data Center Push And What It Means For Investors
Simply Wall St.89d agoneutral
Microsoft’s Global AI Data Center Push And What It Means For Investors

Microsoft (NasdaqGS:MSFT) is planning to open its largest data center in India in mid 2026 following a record US$17.5b investment. The company has announced additional large scale data center and AI infrastructure plans across Canada, Brazil, and Ireland. New partnerships, including Digitate's Agentic AI certification on Azure, are expanding the range of AI solutions available to enterprise customers. For investors tracking Microsoft (NasdaqGS:MSFT), these moves sit at the heart of its...

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com89d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

RBC Capital Reaffirms a “Sector Perform” Rating on UiPath, Inc. (PATH)
Insider Monkey90d agoneutral
RBC Capital Reaffirms a “Sector Perform” Rating on UiPath, Inc. (PATH)

UiPath, Inc. (NYSE:PATH) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 15, RBC Capital lowered its price target on UiPath, Inc. (NYSE:PATH) to $12 from $14. It reaffirmed a “Sector Perform” rating on the shares. The firm noted a cautious stance ahead of Q1 results, stating the company […]

Why Microsoft (MSFT) Stock Is Trading Up Today
StockStory90d agoneutral
Why Microsoft (MSFT) Stock Is Trading Up Today

Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 3.8% in the afternoon session after reports revealed billionaire investor Bill Ackman's Pershing Square fund established a new stake in the company, alongside a series of analyst upgrades.

Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly
24/7 Wall St.90d agoneutral
Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly

Income investors have spent the last two years quietly migrating away from traditional dividend stocks toward a newer category of fund that generates cash flow from options premiums rather than corporate payouts. The three NASDAQ-flavored options-income ETFs most yield hunters still overlook are the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), the Amplify CWP Growth & ... Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly

Microsoft at $420: Buy, Sell or Hold?
24/7 Wall St.90d agoneutral
Microsoft at $420: Buy, Sell or Hold?

At $420, Microsoft (NASDAQ:MSFT) screens as compelling for research. The stock has slid 12.22% year to date even as the AI business surged past a $37 billion annualized run rate, up 123% year over year, creating an unusual gap between price action and fundamentals. Microsoft sits at the center of the enterprise AI buildout. Azure ... Microsoft at $420: Buy, Sell or Hold?

OpenAI’s Legal Victory Comes With A Cost
The Wall Street Journal90d agoneutral
OpenAI’s Legal Victory Comes With A Cost

OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.

This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money
24/7 Wall St.90d agoneutral
This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money

Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small caps somebody mentioned on a podcast, maybe a thematic fund bought because the ticker sounded clever. The Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is the cleanest case ... This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money

Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett
24/7 Wall St.90d agobullish
Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett