Microsoft Corporation (MSFT)
Latest news, insights and market data
Market Data
AI Insights
No news
Latest News
| Title | Published |
|---|---|
NYU Professor Says Watch Smaller AI Stocks When The Shakeout Hits Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants. | about 7 hours ago |
The Sharpest Exchanges From META's Earnings Call Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk. | about 7 hours ago |
Review & Preview: Starting Strong REVIEW PREVIEW NEWSLETTER Fresh Record. Markets kicked off the first trading day of August on a strong note, with the Dow Jones Industrial Average closing at a new high on Monday. The pullback in oil prices held despite Iran’s denial of any peace talks taking place, allowing markets to look through the latest geopolitical back-and-forth and focus on a Magnificent 7 rally. | about 9 hours ago |
What Wall Street Pushed Microsoft To Explain Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop. | about 9 hours ago |
Investing in the "Magnificent Seven?" Pick Your Poison: Negative Free Cash Flow or an Unjustifiable Valuation. Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster. | about 10 hours ago |
Bill Ackman's Pershing Square Owns Amazon, Microsoft, and Meta Platforms. Here's the Best Buy of the Bunch in August. Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either. | about 10 hours ago |
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity. | about 12 hours ago |
NYU Professor Says Watch Smaller AI Stocks When The Shakeout Hits
Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.
The Sharpest Exchanges From META's Earnings Call
Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.
Review & Preview: Starting Strong
REVIEW PREVIEW NEWSLETTER Fresh Record. Markets kicked off the first trading day of August on a strong note, with the Dow Jones Industrial Average closing at a new high on Monday. The pullback in oil prices held despite Iran’s denial of any peace talks taking place, allowing markets to look through the latest geopolitical back-and-forth and focus on a Magnificent 7 rally.
What Wall Street Pushed Microsoft To Explain
Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.
Investing in the "Magnificent Seven?" Pick Your Poison: Negative Free Cash Flow or an Unjustifiable Valuation.
Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
Bill Ackman's Pershing Square Owns Amazon, Microsoft, and Meta Platforms. Here's the Best Buy of the Bunch in August.
Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either.
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.