Microsoft Corporation (MSFT)
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Microsoft is facing increased scrutiny from the U.S. Federal Trade Commission over its cloud and AI practices, raising questions about potential monopolistic behavior. This investigation could impact Microsoft's competitive position in the rapidly evolving AI landscape, especially as it ramps up investments in its own AI infrastructure. The outcome may influence investor confidence and market dynamics for the tech giant.
Latest News
| Title | Published |
|---|---|
Nvidia Stock Investors Just Got Good News From Amazon, Google, Meta Platforms, and Microsoft Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated. | about 3 hours ago |
Microsoft Is 'Worst-Performing' Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly Twitter) on Thursday to highlight Microsoft Corp.’s (NASDAQ:MSFT) underperformance relative to other major technology companies since the launch of ChatGPT. Microsoft Trails Tech Peers Since ChatGPT Debut “Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022, launch of ChatGPT and has significantly underperformed the Nasdaq during that period,” Palihapitiya wrote. He ad | about 8 hours ago |
Liberty All-Star® Growth Fund, Inc. January 2026 Monthly Update BOSTON, February 14, 2026--Liberty All-Star® Growth Fund, Inc. January 2026 Monthly Update | about 11 hours ago |
Liberty All-Star® Equity Fund January 2026 Monthly Update BOSTON, February 14, 2026--Liberty All-Star® Equity Fund January 2026 Monthly Update | about 12 hours ago |
Market Talk: Stock's selloff most 'befuddling' of my career Market Talk: Stock's selloff most 'befuddling' of my career | about 13 hours ago |
Market Talk: Stock's selloff most 'befuddling' of my career STORY: :: Lisa Bernhard, Reuters:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler InvestmentsFinancial markets, juiced for months with investor enthusiasm about the AI trade, got a rude awakening recently when software stocks around the globe sank on worries that fast-advancing AI tools could upend the industry.ServiceNow's stock, which Tengler's firm owns, has plunged roughly 30% year-to-date, "and it was down 27% last year," she notes, calling the drop "one of the most befuddling sell-offs that I've seen in my career." "ServiceNow is the conductor of AI on the cloud and is vertically integrating to agentic security," Tengler said. "And many other areas of the vertical integration are important and I think are a moat for the company. But the market doesn't agree with me."Speaking with Reuters' Lisa Bernhard, Tengler also described why her firm recently bought more shares of Microsoft, Palantir and Apple, among other tech stocks.And, she addressed the Friday release of the Consumer Price Index for January, noting how the cost of services "has been a problem all the way through this inflationary regime." | about 13 hours ago |
Why American Superconductor Corporation Rallied Over 20% This Week American Superconductor rallied on a blog post mentioning its next-generation technology. | about 14 hours ago |
Nvidia Stock Investors Just Got Good News From Amazon, Google, Meta Platforms, and Microsoft
Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.
Microsoft Is 'Worst-Performing' Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly Twitter) on Thursday to highlight Microsoft Corp.’s (NASDAQ:MSFT) underperformance relative to other major technology companies since the launch of ChatGPT. Microsoft Trails Tech Peers Since ChatGPT Debut “Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022, launch of ChatGPT and has significantly underperformed the Nasdaq during that period,” Palihapitiya wrote. He ad
Liberty All-Star® Growth Fund, Inc. January 2026 Monthly Update
BOSTON, February 14, 2026--Liberty All-Star® Growth Fund, Inc. January 2026 Monthly Update
Liberty All-Star® Equity Fund January 2026 Monthly Update
BOSTON, February 14, 2026--Liberty All-Star® Equity Fund January 2026 Monthly Update
Market Talk: Stock's selloff most 'befuddling' of my career
Market Talk: Stock's selloff most 'befuddling' of my career
Market Talk: Stock's selloff most 'befuddling' of my career
STORY: :: Lisa Bernhard, Reuters:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler InvestmentsFinancial markets, juiced for months with investor enthusiasm about the AI trade, got a rude awakening recently when software stocks around the globe sank on worries that fast-advancing AI tools could upend the industry.ServiceNow's stock, which Tengler's firm owns, has plunged roughly 30% year-to-date, "and it was down 27% last year," she notes, calling the drop "one of the most befuddling sell-offs that I've seen in my career." "ServiceNow is the conductor of AI on the cloud and is vertically integrating to agentic security," Tengler said. "And many other areas of the vertical integration are important and I think are a moat for the company. But the market doesn't agree with me."Speaking with Reuters' Lisa Bernhard, Tengler also described why her firm recently bought more shares of Microsoft, Palantir and Apple, among other tech stocks.And, she addressed the Friday release of the Consumer Price Index for January, noting how the cost of services "has been a problem all the way through this inflationary regime."
Why American Superconductor Corporation Rallied Over 20% This Week
American Superconductor rallied on a blog post mentioning its next-generation technology.