Sun, 19 Jul 2026 - 07:48:53 AM ET
MSFT - NASDAQ NMS - GLOBAL MARKET
393.82
-7.28 (-1.81%)
Industry: Technology
Last: 393.82
Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.
Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
The AI boom will likely reverberate well into the future, and both companies and investors need to be well-positioned for the massive changes forthcoming. Read more here.
Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...
For two years, enormous AI budgets have been waved through on faith rather than evidence, such that spending and returns have stopped matching up.
Warren Buffett said he'd pay $5 million a year to play online bridge 12 hours weekly, but the platform charged far less for it.
