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Worries about excessive spending on AI stocks have upended several key stocks within the industry. This concern doesn't apply to every name in the business.
During its recent earnings call, Microsoft revealed for the first time how many paying Copilot customers it has. Many investors came away feeling disappointed with the number.
Nvidia closed the week at $182.81, down 1.4% from the prior week's close. Three distinct storylines emerged that matter far more than the short-term price action. Here's what moved the needle for Nvidia (NASDAQ: NVDA) this week. The Week in Numbers Nvidia's 1.4% decline slightly underperformed the S&P 500, down 1.29% over the same period. More... Nvidia's Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles.
Microsoft faces intensifying competition from Amazon and Alphabet in the cloud computing space. Some investors worry that Microsoft's rising infrastructure costs aren't yielding a sufficient return.
Microsoft's (NASDAQ: MSFT) rough start to 2026 may be easing as seasonality performance suggests the equity is on the verge of turning around heading into March.
Boston Common Asset Management LLC reduced its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 2.2% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 148,141 shares of the software giant's stock after selling 3,318 shares during the quarter. Microsoft comprises
Avidian Wealth Enterprises LLC boosted its position in Microsoft Corporation (NASDAQ: MSFT) by 8.3% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 45,417 shares of the software giant's stock after purchasing an additional 3,478 shares during the period. Microsoft comprises 0.9% of Avidian Wealth Enterprises
Bailard Inc. trimmed its position in Microsoft Corporation (NASDAQ: MSFT) by 1.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 430,923 shares of the software giant's stock after selling 4,649 shares during the quarter. Microsoft accounts for 4.8% of
Cornerstone Wealth Group LLC lifted its position in Microsoft Corporation (NASDAQ: MSFT) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 92,423 shares of the software giant's stock after purchasing an additional 1,721 shares during the
Anchor Capital Advisors LLC cut its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.3% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 65,072 shares of the software giant's stock after selling 1,513 shares during the period. Anchor Capital Advisors LLC's
Nvidia expects monster growth this year. Microsoft hasn't been this cheap in a long time.
The tech behemoth's financial results have been good, just not quite as good as the market wanted. But after dropping meaningfully in the past six months, its shares look attractive at current levels.
Stocks that offer solid dividend yields and long-term growth potential can be attractive income-generating investments. Silicon Motion Technology is a relatively unknown provider of NAND flash controllers that are critical for the AI build-out.
As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff.
Two of tech's most dominant companies just hit a milestone investors hoped to avoid.
Nvidia and Broadcom are each seeing huge demand for their computing equipment. Taiwan Semiconductor is the primary chip supplier for artificial intelligence (AI) hardware components.
Nvidia dominates the market for data center accelerators, but the company also has a booming networking business. In recent years, Wall Street analysts have consistently underestimated how much hyperscalers will spend on AI infrastructure.
Forvis Mazars Wealth Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,760 shares of the software giant's stock after buying an additional 1,943
Chicago Partners Investment Group LLC increased its position in Microsoft Corporation (NASDAQ: MSFT) by 4.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 121,408 shares of the software giant's stock after purchasing an additional 4,615 shares during the quarter.
AI start-up Anthropic's Claude Cowork AI agent was designed to simplify mundane tasks, including searching, assembling, and organizing files. The company released plug-ins last week to make it more helpful to users in the legal, sales, finance, data, marketing, and customer support fields.