Description: Investors have been able to enjoy huge gains from artificial intelligence (AI) stocks. We're still in the early innings, though, and that means opportunities are still available.

Description: President Donald Trump announced on Monday that his administration is working with major U.S. tech companies, particularly Microsoft Corporation (NASDAQ:MSFT), to prevent Americans from bearing the brunt of data center power consumption. Through a Truth Social post, Trump said: “I never want Americans to pay higher electricity bills because of data centers.” He highlighted that the U.S is “Number One” in AI and that data centers are key to the AI boom, but emphasized that the tech companies must

Description: FEATURE S&P 493. A wave of selling in technology stocks overshadowed an otherwise decent day on Wall Street. The Nasdaq Composite dropped 1%. The S&P 500 fell 0.5%. The Dow Jones Industrial Average fell 42 points, or 0.

Description: Microsoft stock has hit a six-month low ahead of earnings due Jan. 28. The stock is below its 50-and 200-day moving averages.

Description: In the latest trading session, Microsoft (MSFT) closed at $459.53, marking a -2.37% move from the previous day.

Description: Tech and bank stocks weighed on markets as a risk-off sentiment took hold today, Jan. 14, 2026.

Description: This year’s growth in IT spending could reach its fastest pace since the pandemic. Why Microsoft is the big winner.

Description: Major U.S. stock indexes fell on Wednesday, with the tech-heavy Nasdaq composite dropping 1% for the first time in a month. The AI chip leader now has to satisfy certain "security requirements" to send its H200 chips to China, per new rules from the Trump administration. Nvidia's shares fell 1.4%.

Description: US equity benchmarks fell Wednesday, with the Nasdaq Composite posting its biggest one-day drop in f

Description: Microsoft stock has been hit in recent months but it should win out from increased IT spending this year, according to a KeyBanc survey.

Description: A rotation away from large technology stocks dragged down the major indexes on Wednesday. The Nasdaq Composite fell 1%. The S&P 500 dropped 0.6%. The Dow Jones Industrial Average fell 66 points, or 0.

Description: Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Description: A rotation away from Big Tech and into smaller stocks was a big drag on the Nasdaq Composite on Wednesday. The tech-heavy index fell 1.2%, while the S&P 500 was down 0.7%. The Dow was down just 100 points, or 0.2%.

Description: The security is trading near a historically bullish trendline

Description: Intel's Core Ultra Series 3 could be the key to the company's turnaround effort.

Description: Alphabet's strategic AI advancements, highlighted by the transformative Apple partnership and strong 2025 performance, position it as a leading contender in the evolving technology landscape.

Description: US benchmark equity indexes were lower intraday amid a drop in the technology sector and a post-earn

Description: 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are kicking the New Year off in style with 12 trends for AI investors to watch in 2026. Over the course of 12 videos, the two will share their thoughts on everything from the memory explosion to software stocks to robotics. In this video, Eric takes a deeper look at the rise of AI factories, massive data centers with a capacity of more than 1 gigawatt. As Eric notes, it's not just Oracle's Stargate getting into the race. There are also new super factories from Microsoft, Amazon, Meta, and many others. Companies with data center cooling portfolios like Vertiv (NYSE: VRT), nVent Electric (NYSE: NVT), Modine Manufacturing (NYSE: MOD) could be winners as the construction of this new generation of data centers takes off.

Description: Microsoft (NASDAQ:MSFT) is on pace to spend around $500 million annually on artificial intelligence (AI) models from Anthropic, according to a report from The Information. The company has quietly become one of Anthropic’s top customers, integrating Claude AI models to power features across its productivity ecosystem, including Microsoft 365 Copilot. The push started back in ... Is Microsoft’s $500 Million AI Pivot to Anthropic an Admission of Failure?

Description: Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

Description: Palantir is outpacing Microsoft's growth in its early years and is poised to make just as many (if not more) millionaires.

Description: Investing.com -- President Donald Trump’s latest push to shield Americans from higher power bills risks colliding with Washington’s drive to stay ahead in the AI arms race, with Wedbush warning that forcing Big Tech to “pay their own way” on soaring electricity costs could slow the buildout of data centers that underpin the AI boom.

Description: Nvidia is facing a great deal of uncertainty right now. Here's what to watch in 2026, according to Jensen Huang.

Description: The Dow fell 398 points while the S&P 500 slipped 0.2%. Oil prices jumped after President Trump appeared to hint at intervening in Iran's continuing internal upheaval. President Trump wants the tech giants building massive artificial-intelligence data centers to "pay their own way" and not have higher energy bills fall on consumers because of booming AI data-center consumption.

Description: Shares hit a record high on Monday, making Alphabet the fourth company ever to pass a $4 trillion market capitalization.

Description: Thiel has sold his hedge fund's entire stake in Nvidia.

Description: Alphabet hit a record high as Wall Street firms raised their price targets on Google stock in the wake of a new AI deal with Apple.

Description: Microsoft (MSFT) says it will pay to ensure that data centers don't increase residents' electricity prices as part of its "community-first" artificial intelligence (AI) infrastructure plan. Yahoo Finance Tech Editor Dan Howley outlines the commitments the tech giant has made. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: So much for the Nasdaq Composite’s turnaround. The tech-heavy index was back down 0.4% on Tuesday after briefly turning positive. The S&P 500 was down 0.4%. The Dow sank 422 points, or 0.9%. Salesforce, down 6%, and Super Micro Computer, down 5.

Description: The tech giant has pledged to be a "good neighbor" as it continues to invest in AI infrastructure throughout the country.

Description: This overlooked cloud stock may be better positioned than it looks.

Description: Trump says voters won’t fund AI’s power binge, Microsoft says it will pay, and 2026 rate cases will decide who eats the cost as electric bills rise

Description: Alphabet just joined one of the rarest clubs in markets, companies worth roughly $4 trillion or more, according to Reuters and real-time quote data. The company’s class A shares pushed its market value to around $4 trillion in intraday trading on Monday, Jan. 12, as the stock traded near a record ...

Description: Add UBS to the growing number of Wall Street firms paying attention to quantum computing stocks. UBS says IBM and Google bear watching.

Description: The US federal government's initiative to ensure that the data center rollout of major tech companie

Description: Trump says company to act to prevent higher U.S. electricity bills.

Description: Tech Titans Eye $4 Trillion Market Value Amid Enterprise AI Boom

Description: Deal marks Apple's biggest step yet into the fast-moving artificial intelligence race.

Description: Microsoft Shares Slide as Trump Flags Potential Data Center Costs

Description: Microsoft released a new plan focused on benefiting communities that host its massive data centers for training AI models, the latest attempt by the tech sector to win public support for unpopular infrastructure that many voters fear will increase electricity prices. The plan confirms a social-media post from President Trump Monday. Microsoft has committed to paying high-enough electricity rates to cover the electricity costs of its data centers so they aren’t passed on to consumers, replenishing more water than it withdraws locally and paying the full property tax rate.

Description: CoreWeave is risky but it trades at a surprisingly low valuation.

Description: Microsoft has promised to pay higher utility bills for all of its U.S. data centers powering artificial-intelligence models, President Trump said Monday, accelerating plans by the tech industry and administration to respond to local fears that AI is pushing up electricity prices. The software giant “will make major changes beginning this week to ensure that Americans don’t ‘pick up the tab’ for their power consumption,” Trump said on Truth Social.

Description: During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

Description: On Jan. 12, 2026, a Bitcoin-linked data center operator’s AI pivot and Microsoft deal put its growth strategy under the spotlight.

Description: Google parent Alphabet value topped $4 trillion, making it the latest tech company to cross that threshold as investors reward the internet-search leader for its artificial-intelligence gains. Shares in Alphabet rose 1% to a record $331.86 on Monday, putting its market capitalization just above $4 trillion. Four technology companies have traded at market capitalizations of $4 trillion, and only Nvidia is still above that mark.

Description: Nasdaq composite outperforms the Dow and the S&P 500. Alphabet crosses above $4 trillion market cap.

Description: Microsoft beat software peers as Azure's 25% cloud share and OpenAI-led AI lift cash flow, despite competition, regulation and rising AI capex.

Description: Alphabet stock joined the club of companies with a market capitalization of more than $4 trillion. It was the stock’s first time above that threshold, according to Dow Jones Market Data. Alphabet has now joined Nvidia Apple and Microsoft as the only companies to ever cross the $4 trillion milestone.

Description: Donald Trump has been accused of turning the US into a “banana republic” after his justice department opened a criminal investigation into Federal Reserve chairman Jerome Powell.

Description: Apple will rely on Google to help finish its efforts to smarten up its virtual assistant Siri and bring other artificial intelligence features to the iPhone as the trendsetting company plays catch up in technology's latest craze. The deal allowing Apple to tap into Google's AI technology was disclosed Monday in a joint statement from the Silicon Valley powerhouses. The partnership will draw upon Google's Gemini technology to customize a suite of AI features dubbed “Apple Intelligence” on the iPhone and other products.

Description: The JPMorgan (NYSE:JPM) Global Select Equity ETF (NASDAQ:JGLO) launched in September 2023 to actively select the best equity ideas globally. With $7.1 billion in assets and a 0.47% expense ratio, it holds roughly 40 companies. JGLO’s 15% gain over the past year stems from heavy concentration in mega-cap technology. The fund places over a quarter ... Sizing Up Whether The Global Select Equity ETF Is A Buy Right Now

Description: No single element of the company’s artificial-intelligence strategy stands out to the bank, but that is a feature, not a bug.

Description: After Apple chose Gemini to power Siri, Alphabet surpassed Apple to become second-most valuable company in world

Description: Apple has continued its underperformance in 2026. Will AAPL stock go back up, and the company reclaim the title of the world's biggest company this year?

Description: Google cofounder Sergey Brin studied graduate computer science at Stanford—but admits Gen Z no longer needs a degree to land a high-paying job at the tech giant.

Description: Large technology companies racing to develop artificial intelligence will likely issue between $140 billion and $300 billion of corporate bonds annually in the next three years, according to research by Bank of America. Debt investors have already shown some signs of fatigue, demanding about one-third of a percentage point of extra yield compared to benchmark Treasuries to buy recent bonds.

Description: Amazon Inc. (NASDAQ:AMZN) is among the best software infrastructure stocks to buy according to hedge funds. On January 5, Jefferies hiked the stock price target from $275 to $300 and reiterated its Buy rating. The firm acknowledged that Amazon’s shares have underperformed in 2025, partly due to negative investor sentiment stemming from a perceived lag in […]

Description: Investing.com -- Goldman Sachs has assumed coverage of the U.S. software sector, naming three stocks it is bullish on while cautioning against two names amid what it calls the “decade of agentic workflow.”

Description: Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy according to hedge funds. On Thursday, January 8, Wells Fargo trimmed its price target on the stock from $700 to $665 while maintaining its Outperform rating, according to The Fly. The revision followed the publication of Wells Fargo’s software-sector update for 2026, in which […]

Description: PYPL deepens its push into agentic commerce with Copilot Checkout, linking AI-driven shopping, branded checkout and payments inside Microsoft's Copilot.

Description: This AI infrastructure company provides an overlooked but critical resource to data centers, and is set for a growth spurt because of it.

Description: The foundation is heavily concentrated in value stocks instead of high-flying tech stocks that made its founder wealthy.

Description: Fiserv, Inc. (NASDAQ:FISV) is one of the Oversold Fundamentally Strong Stocks to Buy Right Now. On January 6, the company announced a strategic collaboration with Microsoft to ramp up innovation by further embedding AI into Fiserv development platforms as well as empowering the global workforce with AI. Fiserv, Inc. (NASDAQ:FISV) added that the collaboration is […]

Description: 'This is a cybercriminal’s dream working list.'

Description: Micron (MU) has always been prone to cyclical booms and busts, making it a high-risk, yet popular stock among traders. The company's volatile nature has been on full display over the past month, as breakneck sales and profit growth driven by AI demand have led to its shares surging 45%. Investors ...

Description: The company’s new update allows users to buy products directly on Google Gemini and Microsoft Copilot.

Description: Several money experts have sounded the alarm, warning that today's economy isn't as strong as some headlines suggest.

Description: Google and Shopify at NRF 2026 launched new initiatives in artificial intelligence-based "agentic" shopping. Google stock climbed 65% in 2025.

Description: Is agriculture the next big hedge in an AI-obsessed world?

Description: Which stock is the best artificial intelligence (AI) play for investors: Nvidia (NVDA), Intel (INTC), or AMD (AMD)? D.A. Davidson head of technology research Gil Luria, Wedbush Securities managing director and global head of technology research Dan Ives, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to share their takes on the names. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: These two industry powerhouses have a clear path to admission to the elite $3 trillion club.

Description: Dan Ives has traveled more than 3 million miles over 25 years, touring data centers, and meeting CEOs and CIOs where AI is being built.

Description: Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Meta Platforms, Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN), Netflix Inc. (NASDAQ:NFLX) and Microsoft Corp (NASDAQ:MSFT) will reportedly avoid binding new obligations under the EU's upcoming Digital Networks Act. EU Digital Networks Act Prioritizes Telecom Investment Over Regulation The European Commission is preparing to unveil the Digital Networks Act on Jan. 20, reported Reuters on Thursday, citing people with direct knowledge of the

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer talked about. Cramer highlighted the stock’s downward trajectory from last year, as he stated: “How about Microsoft? Alright, this company’s been doing very well, but its stock’s been punished by the fact that management wants to spend a fortune on AI. Ever since Microsoft reported […]

Description: A potential mega IPO is coming into focus, but enthusiasm for life as a public-company CEO appears limited. "Am I excited to be a public company CEO? 0%," OpenAI CEO Sam Altman said on the "Big Technology Podcast." "Am I excited for OpenAI to be a public company? In some ways, I am, and in some ways I think it'd be really annoying." He told host Alex Kantrowitz that while public markets can play a role in value creation, leading a public company comes with trade-offs he does not find appealing.

Description: CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks Gaining Attention on Wall Street. On January 6, Truist Securities analyst Arvind Ramnani initiated coverage on the stock with a Hold rating and an $84 price target. Despite the cloud service provider’s revenue gains and high-end clients, the firm believes that CRWV suffers from lofty leverage […]

Description: Burry owns put options on Oracle shares, he said in a Substack post after markets closed on Friday. Burry, who revealed bearish bets against AI chipmaker Nvidia Corp. and Palantir Technologies Inc. in November, also directly shorted Oracle during the last six months, he said.

Description: MercadoLibre runs a top e-commerce and fintech platform in Latin America, connecting marketplace, payments, and logistics in one ecosystem.

Description: When it comes to members of Congress’s trading activity, there is a strong focus on what's being bought and when stocks are sold. One senator recently disclosed the sale of three Magnificent Seven stocks sold in December, but a Mag7 stock that wasn't sold could be more telling. Senator Ditches Magnificent Seven Stocks Sen. Shelley Moore Capito (R-W.Va.) recently disclosed selling multiple stocks, including several Magnificent Seven stocks, according to the Benzinga Government Trades page. Here w

Description: ROUND ROCK, Texas, January 09, 2026--The OpenAccess Coalition is pleased to announce its 2026 Board of Directors, now representing 16 member companies. In 2025, the Coalition welcomed new representatives from Google and NVIDIA, further strengthening its leadership and commitment to advancing open standards in the semiconductor industry.

Description: The only company that has ever topped a $5 trillion market cap is Nvidia.

Description: Big tech's massive investments in artificial intelligence propelled stocks to record after record last year. But, according to one analyst, stocks probably don't need more AI spending to keep climbing in 2026.

Description: Even after a rough month, Iren stock has quadrupled over the last year.

Description: AI Chip Deals Boost Nvidia as Lambda Eyes IPO Later This Year

Description: Investing.com -- Microsoft and OpenAI are viewed as the strongest artificial intelligence players among major technology vendors, according to Bernstein’s latest survey of 105 U.S. and European chief information officers.

Description: Meta Platforms, Inc. (NASDAQ:META) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer highlighted why it is a big position in the Charitable Trust. He stated: “Next is Meta Platforms, yes, it gained less than 13% last year. Wow. Now this is another company that looked unassailable for most of 2025, but […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the Magnificent Seven stocks Jim Cramer recently reviewed. Cramer said that he thinks the company is “doing fine,” as he remarked: “The third-best performer in the Mag Seven last year, Microsoft was humming until late July. It peaked at… 555 bucks. Then it started getting hit and failed to […]

Description: These tech leaders are playing crucial roles in bringing AI to the masses.

Description: Microsoft stock has been trading in a range for the last 2 months. Shorting out-of-the-money (OTM) put options has been one of the best plays. Right now, a one-month 4% OTM put provides a 1.5% income yield.

Description: Business Intelligence Market Business Intelligence Market Dublin, Jan. 09, 2026 (GLOBE NEWSWIRE) -- The "Business Intelligence Market Report by Component, Deployment, End-User, Business Model, Countries and Company Analysis 2025-2033" has been added to ResearchAndMarkets.com's offering.The Business Intelligence Market will witness strong growth, increasing from US$ 37.22 billion in 2024 to US$ 73.36 billion by 2033. The growth indicates the growing need for data-driven decision-making across dif

Description: Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.

Description: As part of its regenerative ranching program, Grassroots Carbon has paid $40 million to its ranching partners across the United StatesSan Antonio, TX, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Grassroots Carbon, a pioneering Texas-based regenerative ranching partner and soil carbon removal company, today announced a monumental milestone, becoming the first U.S. company to deliver 1.9 million tons of carbon removals, making Grassroots Carbon the largest carbon removal company in the U.S. with over 1.5 mi

Description: It's good to be prepared.

Description: CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.

Description: Evergreen Home Loans® today announced the appointment of Dan Richards as Chief Strategy Officer. Richards brings two decades of executive leadership experience across mortgage, fintech, and technology, with a proven record of building profitable lending channels, driving successful growth, and modernizing operations.

Description: Cloudforce, a Maryland-based frontier AI firm, today announced the closing of a $10 million Series A funding round led by Owl Ventures, the largest EdTech-focused VC fund in the world. The round also includes strategic participation from M12, Microsoft's Venture Fund—an investment that unlocks direct access to Microsoft's enterprise sales organization and product teams, and underscores the tech giant's robust endorsement of Cloudforce's flagship platform, nebulaONE®.

Description: At CES 2026, TCL unveiled a range of smart terminal products featuring artificial intelligence technologies, spanning smart displays, mobile devices, wearables, and smart home appliances. TCL is actively integrating capabilities from multiple AI technology partners, including Microsoft, to accelerate AI innovation and multi-scenario applications, delivering more efficient and convenient experiences for users worldwide.

Description: <body><p>STORY: Wall Street ended mixed on Thursday, with the Dow gaining more than half a percent, the S&P 500 flat and the Nasdaq shedding just under half a percent.</p><p>Shares of major tech companies including Nvidia, Broadcom and Microsoft declined, as investors grew more finicky about AI-related stocks whose valuations have been inflated by outsized gains.</p><p>Shana Orczyk Sissel, founder and CEO of Banríon Capital Management, said investors will likely become increasingly selective as the AI trade progresses.</p><p>"2025 started as the year of AI. 2026 is going to be more of the same, but I do think that we're going to start to see more clear winners and losers. My focus is less on the folks who are trying to build AI tools for consumers and need to monetize that technology. I'm much more interested in the companies that that are part of the infrastructure of AI, the folks who make the chips, the folks who are involved in data center development, energy efficiency at the data center level, and anything related to the infrastructure of AI."</p><p>Still, shares of Alphabet gained on Thursday, a day after the Google parent surpassed Apple in market capitalization for the first time since 2019 to become the second-most valuable U.S. company. </p><p>Among other stock moves, shares of defense companies gained after President Trump said the 2027 U.S. military budget should be $1.5 trillion, much higher than the roughly $900 billion approved by Congress for 2026.</p><p>Shares of Northrop Grumman added more than 2%, Lockheed Martin rose more than 4%, and Kratos Defense jumped almost 14%.</p><p>Traders now turn their attention to Friday's crucial nonfarm payrolls report for December, one of the first reliable economic datasets since the record-long government shutdown.</p></body>

Description: This company is angling to dominate a $300 billion cybersecurity market by 2030 with its one-of-a-kind software.

Description: In the closing of the recent trading day, Microsoft (MSFT) stood at $478.11, denoting a -1.11% move from the preceding trading day.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks on the Market’s Radar. On January 5, Jefferies analyst Brent Thill reiterated a Buy rating on the stock with a $675.00 price target. The firm believes that investors should remain selective in software this year, recommending an underweight position until AI monetisation becomes more visible. Jefferies […]

Description: US equity benchmarks closed mixed Thursday, with the Nasdaq Composite snapping a three-day advance,

Description: The Invesco QQQ Trust ETF is one of the most popular ways to invest in tech stocks for years.

Description: CrowdStrike announced the acquisition of identity security firm SGNL in a deal valued at about $740 million. CrowdStrike stock dipped on news.

Description: Tech stocks declined late Thursday afternoon, with the State Street Technology Select Sector SPDR ET

Description: Alphabet overtook Apple as America's second most-valuable company on Wednesday, and shares continued to rise Thursday, putting the Google-parent's market capitalization just shy of $4 trillion.

Description: QBTS surged over 200% in 2025, crushing big tech as commercial quantum systems move into real-world deployments.

Description: US benchmark equity indexes were mixed intraday as investors assessed fresh labor market data and Pr

Description: In early January 2026, IREN Limited filed a US$660.98 million shelf registration for 17,500,000 ordinary shares linked to an employee share plan, while continuing to pivot its power-backed data centers toward AI cloud workloads alongside traditional Bitcoin mining. This combination of an employee-incentive share program and a multi-year, multi‑billion‑dollar AI cloud contract with Microsoft highlights how IREN is using both equity and hyperscaler partnerships to scale its GPU- and...

Description: Rezolve AI (RZLV) is drawing attention after announcing SQD Network’s new Revenue Pools model, while also preparing to showcase its Brain Suite retail AI solutions alongside Microsoft and Fashable at NRF 2026. See our latest analysis for Rezolve AI. The recent NRF 2026 spotlight and SQD Network Revenue Pools news come on top of a 7 day share price return of 26.46% and 30 day share price return of 18.18%. However, the 90 day share price return of 43.77% and 3 year total shareholder return of...

Description: Artificial intelligence is rapidly shifting from experimentation to large-scale, real-world, production-grade deployments.

Description: The Dow Jones Industrial Average was up, the S&P 500 was roughly flat, and the Nasdaq Composite was

Description: Alphabet's 64.7% stock surge tops the Magnificent 7, fueled by AI-driven gains in search and cloud despite valuation concerns.

Description: Microsoft outlines plans for a 237-acre Lowell Township data center tied to over $80B in fiscal 2026 AI and cloud investment.

Description: Wall Street was back in risk-off mode ahead of Friday’s jobs report. The Dow Jones Industrial Average was up 232 points, or 0.5%. The S&P 500 was flat. The Nasdaq Composite was down 0.6%. The Invesco S&P 500 High Beta ETF, which includes the S&P 500’s most volatile stocks, was down 0.

Description: Scale matters as AI trade matures

Description: Cognizant Technology Solutions (CTSH) has closed its acquisition of 3Cloud, adding more than 1,000 Microsoft Azure specialists and expanding its data and AI services across banking, healthcare, technology, and consumer focused clients. See our latest analysis for Cognizant Technology Solutions. The share price has climbed in recent months, with a 22.59% 90 day share price return and a 12.43% 1 year total shareholder return, suggesting momentum has been building as investors weigh the 3Cloud...

Description: On Monday, Microsoft Corp (NASDAQ:MSFT) AI CEO Mustafa Suleyman says the next milestone toward artificial general intelligence won't be about sounding human, but about whether an AI agent can independently and legally create real economic value. A New Take On The Turing Test Taking to X, Suleyman reframed the decades-old Turing Test for the modern AI era, writing, "The next big milestone I’m watching for on our way to AGI: Artificial Capable Intelligence (ACI). Can an agent take $100k and legall

Description: The closure is a big step for Constellation, which first announced the deal almost exactly a year ago.

Description: The Dow Jones index dipped in mixed trade Wednesday after surprise jobs data. Bitcoin stock Strategy jumped.

Description: <body><p>STORY: Shares of Nvidia, Microsoft and Alphabet ended higher on Wednesday as investors shifted back into AI stocks following recent worries they were overvalued.</p><p>But going into 2026, Browne said he would like to see "tangible gains in productivity [from AI]" that would help "justify some of the current valuations."</p><p>But "if we don't see that," cautioned Browne, "then we think markets may start to pay more and more attention to the rich valuations that are out there and ask themselves, 'is this all making sense?'"</p></body>

Description: FEATURE So long, Apple There’s a new No. 2 in the market-capitalization rankings. Alphabet surpassed Apple in market cap on Wednesday, making the Google parent the world’s second-largest U.S. company behind only Nvidia Alphabet shares closed up 2.

Description: Microsoft Corp. will publish fiscal year 2026 second-quarter financial results after the close of the market on Wednesday, Jan. 28, 2026, on the Microsoft Investor Relations website at https://www.microsoft.com/en-us/Investor/. A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time.

Description: Investing.com -- Anthropic is in talks to raise $10 billion at a $350 billion pre-money valuation, nearly doubling its market cap in just four months as the artificial intelligence arms race accelerates. The deal, first reported by The Wall Street Journal citing sources familiar with the matter, positions the Claude chatbot developer as one of the most valuable private companies in the world. Singapore’s sovereign-wealth fund GIC and Coatue Management are slated to lead the financing, according

Description: US benchmark equity indexes were mixed intraday as traders evaluated fresh labor market data. The

Description: For the first time since the current bull market began in the autumn of 2022, tech isn’t leading the charge, either at home or abroad.

Description: Anthropic is reportedly in talks to raise $10 billion at a $350 billion valuation, marking its third mega-round in a year.

Description: New PCs aim to make AI feel useful

Description: IREN Limited trades at a lofty 24.12X P/S as its AI Cloud pipeline, Microsoft contract and rising earnings keep the stock in hold territory.

Description: JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) offers retirees an 11.5% dividend yield with monthly distributions through a covered call strategy on Nasdaq-100 holdings rather than traditional dividend payouts. The ETF holds mega-cap tech stocks like NVIDIA (NASDAQ:NVDA) (7.78%), Apple (NASDAQ:AAPL) (6.76%), and Microsoft (NASDAQ:MSFT) (6.25%), then systematically sells call options on these positions. When ... Can Retirees Count on JEPQs 10.4% Dividend and Monthly Payments?

Description: Last year, shares of Amazon and Meta Platforms lagged, but this year could see a rebound. Meanwhile, Alphabet stock continues to rally

Description: The S&P 500 keeps struggling to stay above breakeven as Wall Street digests the latest double-dose of data. The Nasdaq Composite, which has lagged the Dow so far this year, was leading the pack with a 0.6% gain. Health care, consumer discretionary, tech, and communication services were leading the S&P 500.

Description: The generative AI in chatbots market is poised for rapid growth, driven by rising demand for personalized interactions, cloud integration, and automation in customer service. Key opportunities lie in expanding multilingual capabilities, healthcare and banking adoption, and increasing enterprise digital transformation. Generative Artificial Intelligence (AI) in Chatbots Market Generative Artificial Intelligence (AI) in Chatbots Market Dublin, Jan. 07, 2026 (GLOBE NEWSWIRE) -- The "Generative Arti

Description: MDB's expanding partner ecosystem is embedding the platform into developer tools and hyperscalers, lowering adoption friction and supporting durable growth.

Description: MSFT shares are down 9%, but Azure's 40% growth, Copilot's 150 million users, and a cash-rich balance sheet support long-term upside.

Description: The main market opportunities in the voice de-identification AI sector include rising data privacy concerns, increased regulatory compliance, growing use of voice-based applications, advancements in anonymization technologies, and the expansion of personalized yet secure user experiences, particularly in healthcare and finance. Voice De-identification Artificial Intelligence (AI) Market Voice De-identification Artificial Intelligence (AI) Market Dublin, Jan. 07, 2026 (GLOBE NEWSWIRE) -- The "Voi

Description: Vertiv has crushed the S&P 500 over the past five years, but smaller AI stocks may offer better opportunities.

Description: Microsoft (MSFT) is back in focus for investors after recent trading, with the share price around $472.85 and short term returns across the week, month, and past 3 months all showing declines. See our latest analysis for Microsoft. That recent weak share price momentum, with the 90 day share price return down 9.91% and year to date share price return roughly flat, contrasts with a 12.78% 1 year total shareholder return and stronger multi year gains. This may hint at investors reassessing near...

Description: RSM US LLP has previously rolled out an AI-powered adverse event reporting platform in Hawai‘i, built on Microsoft Azure, Azure SQL, Azure AI Foundry, Power BI and other Microsoft Data & AI tools to monitor healthcare risks in near real time across roughly 3,600 participants. This deployment, alongside Azure’s use in power-grid digital twins and large-scale grid operations, underscores how Microsoft’s AI cloud is increasingly embedded in critical infrastructure where reliability, compliance...

Description: Canal Capital added the Akre Focus ETF to its equity portfolio during the fourth quarter.

Description: Nvidia stock rose Tuesday amid a sell-off in many data center plays as investors mulled capital spending on artificial intelligence.

Description: PITTSBURGH, January 06, 2026--Profitmind, the agentic AI decision intelligence platform built for retail teams, announced it will be available in the Microsoft Marketplace.

Description: Their presentations at the 2026 Consumer Electronics Show could lift the appealing outlook for AMD and Nvidia after revealing next-gen AI platforms.

Description: Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

Description: NASHVILLE, TN / ACCESS Newswire / January 6, 2026 / Scylos, the stateless endpoint infrastructure company, today announced the appointment of Kevin Goodman as Chairman of the Board of Directors. Goodman, a veteran AWS, VMware, and enterprise software ...

Description: Microsoft stock was on track to break a three-day losing streak on Tuesday after shares fell below their key moving averages and all-time high of 555.45, according to MarketSurge chart analysis tools from Investor's Business Daily. In December, analyst Dan Ives at Wedbush said the software giant is poised for a strong 2026 and reiterated an outperform rating with a price target of 625. Ives said that Microsoft's growth outlook from its cloud business was being underestimated by Wall Street as the artificial intelligence infrastructure buildout continues along with monetization that will drive revenue and profits.

Description: As Bitcoin miners increasingly pivot toward artificial intelligence and high-performance computing (HPC), many assume their biggest competition will come from cloud giants such as Amazon, Google or Microsoft. According to Frank Holmes, executive chairman of HIVE Digital Technologies, the reality is ...

Description: Meta Platforms said on Tuesday it has appointed C.J. Mahoney, a seasoned legal ​executive with a career in both the technology ‌sector and U.S. government, as its new chief legal officer. Mahoney was previously ‌Microsoft's senior legal executive and deputy U.S. trade representative during President Donald Trump's first term, according to his LinkedIn page. The company said Mahoney will start on his new ⁠role on Wednesday, ‌directly reporting to Meta CEO Mark Zuckerberg.

Description: Quantum computing is on course to take several steps forward this year.

Description: Microsoft (MSFT) possesses solid growth attributes, which could help it handily outperform the market.

Description: Artificial intelligence chip leaders Nvidia (NVDA), Advanced Micro Devices (AMD) and Intel (INTC) un

Description: After a tough 2025, it seems analysts are quite gung-ho about the e-commerce giant this year.

Description: Power-grid operators are asking tech companies to supply their own electricity—or go dark at times—but many are pushing back.

Description: Early gains on Tuesday were already reversing as the morning rolled on. The S&P 500 was up just 0.2% after briefly pulling above its highest close on record. The Dow cut its gain to 150 points, or 0.3%.

Description: The U.S. Midwest grid has teamed up with Microsoft, it said on Tuesday, in ​the latest instance of Big Tech turning to ‌collaboration to help ensure the massive amounts of electricity needed for artificial ‌intelligence are available. Over the last two years, the U.S. technology industry has deepened ties with the power sector by locking into long-term supply agreements and providing AI assistance to maximize ⁠supplies as energy-intensive data ‌centers propel U.S. power demand to record highs. Google partnered with PJM Interconnection - the country's biggest ‍power grid operator - last year to use artificial intelligence to speed up the process of connecting new electricity supplies to that regional ​grid.

Description: The stock is down about 8% since October despite strong earnings outlook and rising competition in AI chips.

Description: In early January 2026, Marvell Technology reported strong momentum in its AI-focused custom silicon business, with AI XPU offerings and custom ASICs driving robust data center revenue growth and attracting major hyperscaler customers such as Alphabet, Amazon, and Microsoft. The company’s growing pipeline of AI XPU and XPU-attach design wins, alongside expectations that custom silicon will contribute a meaningful share of data center revenues, has reinforced views of Marvell as a key AI...

Description: Marvell Technology, Inc. (NASDAQ:MRVL) is included among the 13 Best January Dividend Stocks to Invest in. On January 5, Melius Research upgraded Marvell Technology, Inc. (NASDAQ:MRVL) to Buy from Hold and set a $135 price target. The analyst noted that the stock is down about 11% from its recent intraday high. From their perspective, Marvell’s […]

Description: Several companies could see massive gains by 2030 to join the vaunted club.

Description: Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and nearing release this year.

Description: Nadella wants us to think of AI as a human helper instead of a slop-generating job killer. New data for 2026 indicates he could be right.

Description: SUMMARY AND KEY POINTS: Cerence xUI™ combines hybrid, agentic intelligence with production-ready NVIDIA software and services running on Microsoft Azure, helping OEMs meet rising demand for fast, natural, LLM-powered in-car experiences.Cerence AI and NVIDIA expanded their collaboration in January 2025, and now multiple global automakers will deploy Cerence xUI on NVIDIA AI Enterprise in production vehicles launching in 2026, bringing a new era of AI-powered, high-performance assistants and agent

Description: Nvidia launched its latest Vera Rubin superchip at CES 2026 on Monday.

Description: Extreme Codesign Across NVIDIA Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet Switch Slashes Training Time and Inference Token Generation CostNews Summary: The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform.NVIDIA Spectrum-X Ethernet Photonics switch systems deliver 5x

Description: Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Description: Oracle (ORCL) is approaching significant revenue growth acceleration, supported by the ramp-up of ca

Description: AI stocks could be hit if OpenAI can’t sustain its growth—but Pivotal Research says these two technology companies would still be good bets.

Description: Losses at Euan Blair’s technology start-up have widened as the company cut staff numbers for the first time.

Description: SANTA CLARA, Calif., January 05, 2026--ServiceNow (NYSE NOW), the AI control tower for business reinvention, today announced that Hossein Nowbar has joined the company as President and Chief Legal Officer (CLO). Russ Elmer, who has served as Chief Legal Officer since 2018, will transition to the role of Special Counsel, where he will continue to provide strategic guidance and ensure continuity on key legal and corporate matters.

Description: Shares of online work marketplace Upwork (NASDAQ:UPWK) jumped 3.2% in the morning session after Jefferies named the company one of its preferred small-cap stocks.

Description: President Donald Trump’s intervention in Venezuela is shaking up Wall Street—but investors aren’t expecting it to derail the rally. Markets remain focused on domestic economic strength, supportive fiscal and monetary policy, and artificial-intelligence-driven earnings growth that many believe can extend the bull market into a fourth year. Geopolitical risks could still weigh on sentiment at times, but investors are betting that a resilient U.S. economy, policy tailwinds, and AI-driven earnings growth will outweigh overseas uncertainty.

Description: Google expands Tensor Processing Unit program as demand for in-house AI hardware grows

Description: IREN's expanding GPU fleet, Microsoft AI Cloud contract and vertically integrated model are boosting revenue visibility as deployments ramp through 2026.

Description: Qualcomm debuted its newest PC chip and announced its push into humanoid robotics at CES 2026.

Description: Software-hardware symbiosis drives progressLas Vegas, USA, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Tanja Rueckert: “Our expertise enables us to bridge the gap between the physical and the digital.”Paul Thomas: “Bosch knows its way around both software and hardware. That’s what our success is built on.”Sales forecast: Bosch expects sales of software and services to exceed six billion euros – around two-thirds of this in the Mobility business sector.Intelligent and personalized mobility: Bosch software

Description: Investing.com -- Jefferies is urging investors to remain selective in software in 2026, arguing that growth “decelerates and lags versus other sectors like semis,” and recommending an underweight position until artificial intelligence monetisation becomes more visible.

Description: If you have ever wondered whether Microsoft is still a buy at today’s levels, you are not alone. This article is designed to cut through the noise and focus on what the stock is actually worth. Despite a modest pullback of around 3.0% over the last week and a roughly flat start to the year, long term holders have still seen the share price climb about 12.5% over the last year and more than 115.3% over three years. Recent headlines have focused on Microsoft’s continued push into artificial...

Description: Oil prices edged higher early Monday in Asian trading, while the prices of precious metals surged as markets registered a mixed reaction to the U.S. capture of Venezuelan President Nicolas Maduro in a weekend raid. Share prices opened higher, with benchmarks in South Korea and Japan again setting fresh records. Shortly after trading began, U.S. benchmark crude oil was up 12 cents at $57.44 per barrel, while Brent crude gained 14 cents to $60.89 per barrel.

Description: “At some point the infrastructure build may exceed what the economy will need over a short period of time.”

Description: Younger investors are far more bullish about AI's potential as an investment.

Description: These best-of-breed stocks should deliver the goods as the cybersecurity industry enters the artificial intelligence era.

Description: The Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) has delivered a 15% gain over the past year, essentially matching the S&P 500’s return. Investors paid for Dimensional’s factor-based approach and got market performance. DFAC’s 2026 performance will likely depend less on 2025 results and more on what drives 2026 returns. DFAC manages nearly $40 billion ... Is DFAC ETF Still A Buy After 15% Run?

Description: Visa, ExxonMobil, Oracle, and Netflix have multi-year compounding potential for patient investors.

Description: Strategy Inc. (NASDAQ:MSTR) executive chairman Michael Saylor says Bitcoin (CRYPTO: BTC) makes the stock “interesting,” but Polymarket traders bet 76% the company gets booted from MSCI by March 31. Options Activity Dwarfs Mega-Cap Peers Saylor on Frida pointed to MSTR’s...

Description: Microsoft Corp (NASDAQ:MSFT) shares are down Friday morning as the investors continue to weigh its competitive position in the AI space. This decline comes amid the S&P 500 and Nasdaq-100 trading flat to start 2026. Analyst Touts Azure's Gains, Flag Risks For Google's Model On Wednesday, John Freeman, co-founder and senior analyst at Ravenswood Partners, discussed the potential impact of Microsoft's Azure on Alphabet Inc’s (NASDAQ:GOOGL) AI business, suggesting that Google's traditional revenue

Description: Daniel Loeb bought Microsoft and Meta Platforms during the third quarter.

Description: If the use cases for quantum computing live up to the hype, IonQ investors could see huge returns.

Description: Compare how cost, volatility, and portfolio breadth set these two leading tech ETFs apart for investors seeking sector exposure.

Description: Samsara Inc. (NYSE:IOT) is one of the Best AI Stocks to Buy under $50. On December 22, Evercore highlighted Microsoft, Salesforce, and Oracle as its top enterprise software picks for 2026. Besides these names, Samsara Inc. was highlighted as a favored idea, alongside Intuit and Snowflake. According to the analysts, these names pair secular AI […]

Description: Billionaire Peter Thiel, co-founder of Palantir Technologies, started a position in Microsoft in the third quarter.

Description: Microsoft (MSFT) reached $472.93 at the closing of the latest trading day, reflecting a -2.21% change compared to its last close.

Description: In a recent interview with Schwab Network, analysts discussed the potential impact of Microsoft Corporation (NASDAQ:MSFT) Azure on Alphabet Inc.’s (NASDAQ:GOOGL) Google AI business and why they think the Sundar Pichai-led company could be at risk. Google’s Search Business At Risk? On Wednesday, John Freeman, Co-Founder and Senior Analyst at Ravenswood Partners, highlighted the potential impact of Microsoft’s Azure on Google’s AI business, particularly in the context of the upcoming ChatGPT 6 and

Description: Tech stocks such as Palantir Technologies AppLovin and Microsoft weighed on major indexes Friday, the first day of trading in the new year, while shares of energy, materials and utilities marched higher. While this week’s trading action was relatively light, and interrupted by the New Year’s Day holiday, investors nevertheless continued to rotate out of many stocks that powered 2025’s gains. Traders have passed on some of the biggest names in artificial intelligence, in favor of more defensive or diversified picks in a wider array of industries.

Description: The Dow rose 319 points, or 0.7%, but the Nasdaq was roughly flat, weighed down by losses for Microsoft and Tesla. The Dow Jones Industrial Average rose 319.10 points, or 0.7%, to 48,382.39. The Nasdaq composite fell 6.36 points, or less than 0.1%, to 23,235.63.

Description: Two recently raised analyst price targets for Amazon may be right on the money.

Description: The Nasdaq Composite was getting messy to start the new year. “Software is getting hit especially hard, with massive weakness across mid-caps,” writes Mizuho’s Daniel O’Regan. The top stocks in the S&P 500 were SanDisk, Micron Technology, Intel, Super Micro Computer, and Western Digital.

Description: Microsoft Corporation (NASDAQ:MSFT) ranks among the best AI stocks to buy according to analysts. On December 17, Morgan Stanley retained Microsoft Corporation (NASDAQ:MSFT) as its top pick in large-cap software, citing sustained demand across its divisions and strong prospects for operating margin growth. Analyst Keith Weiss maintained a Buy rating and a $650 price target […]

Description: The artificial-intelligence revolution is likely to prompt a continued boom in the initial public offering market, with companies like Elon Musk’s SpaceX and xAI, Anthropic, OpenAI, Databricks, and other privately held unicorns as potential candidates to file in 2026. “Large private growth companies such as xAI, Anthropic, and SpaceX face similar capital intensity, making public markets a likely funding destination,” Jordi Visser, head of AI macro nexus research for 22V Research, wrote in a report. “The result may be a wave of major IPOs over the next 12 to 18 months.”

Description: These industry leaders should dominate for a long time.

Description: The Nasdaq Composite was up 0.2%. The top stocks in the S&P were Sandisk and Micron Technology, along with other firms tied to the AI trade. For a large chunk of 2024 and 2025, stocks linked to the AI buildout lifted the S&P 500 and Nasdaq, even on days when most stocks were trading sideways.

Description: It isn’t all too often you hear of a billionaire investor betting big on an ETF. Undoubtedly, much of the value in investing alongside the professional money managers comes from their ability to pick individual winners. In any case, whenever a smart investor places a bet on a broad index, I do think investors should ... This Billionaire Investment Legend is Betting on the QQQ. Is it a Better Bet Than the SPY?

Description: Acquisition targets AI monetization; Manus reached $100M ARR in eight months.

Description: Gryphon Investors ("Gryphon"), a leading middle-market private investment firm, announced today that it has completed the sale of its portfolio company 3Cloud ("the Company"), a highly scaled dedicated Microsoft Azure services provider, to Cognizant Technology Solutions Corporation (NASDAQ: CTSH). The transaction was originally announced on November 13, 2025. Financial terms are not disclosed.

Description: Retirees seeking dividend income face a fundamental choice: prioritize immediate cash flow or accept lower yield for capital appreciation. Capital Group Dividend Value ETF (NYSEARCA:CGDV) delivers a 1.4% yield with tech-heavy exposure generating 24% annual returns. The question isn’t whether CGDV performs well, but whether its growth approach serves retiree income needs. Built for Growth, ... Is Capital Group Dividend Value ETF Good For Retirees? | CGDV

Description: PALO ALTO, Calif., January 02, 2026--Atropos Health, the pioneer in translating real-world clinical data into personalized real-world evidence (RWE), today announced the appointment of Kevin Smith to Chief Growth Officer, effective immediately. Previously serving as a key leader within the company’s commercial organization, Smith will now oversee new business development for both health system and life science organizations and the expansion of the adoption of agentic solutions for clinical deci

Description: ChatGPT highlighted four stocks positioned for big gains this year. See what ChatGPT and experts had to say about Nvidia, Microsoft, Alphabet and AMD.

Description: US equity markets are poised to get a boost from strong corporate earnings this year as spending con

Description: Thiel made some significant moves during the third quarter.

Description: Duos Edge AI recently announced its expansion in Texas and entry into the Illinois market, highlighting continued momentum in deploying Edge Data Centers (EDCs) across diverse sectors. The company has added new EDCs in Lubbock, Texas to meet demand and plans to extend its infrastructure to the Greater Chicagoland Area as part of a broader Midwest expansion. These developments underscore the adaptability and scalability of their EDC solutions, catering to varied needs from education to carrier...

Description: Companies In The Article Are NKE,TSM,CORT,MSFT,NVDA

Description: If you're skeptical about AI but still believe in the "Magnificent Seven," Apple could be a good stock to buy.

Description: Rep. Marjorie Taylor Greene (R-Ga.) is one of the most followed members of Congress when it comes to tracking stock trading activity, thanks to years of strong returns. Microsoft Corp (NASDAQ:MSFT) co-founder Bill Gates is one of the richest people in the world and also owns a portfolio of stocks in the Gates Foundation Trust. Here’s a look at five stocks that appear in both Greene's investment portfolio and the Gates Foundation Trust. The 5 Shared Stocks The Benzinga Government Trades page for

Description: During Covid, my family struggled with Zoom meetings—some had cameras in awkward places, others couldn’t get their mics working. At that time, I had been using Zoom for some work meetings and some broadcasting. I was also still using Microsoft Teams for certain meetings (most of which were with ...

Description: Tech stocks declined late Wednesday afternoon with the State Street Technology Select Sector SPDR ET

Description: Alphabet might pass Nvidia if the market conditions are right.

Description: On New Year's Eve, Warren Buffett is finally stepping down as the chief executive officer of Berkshire Hathaway Inc. (NYSE: BRK-A, BRK-B) after a tenure of 60 years. Buffett turned Berkshire Hathaway from a struggling textile manufacturer to a global conglomerate. Now, it is the ...

Description: Consider buying these three winners at solid discounts for growing dividends and capital gains.

Description: Microsoft stock has been been a laggard among Magnificent Seven names in 2025. Microsoft is exposed to the volatility of the AI trade on several counts: its investment in OpenAI, its increasing adoption of the technology for its cloud product Azure, and generative artificial intelligence in its copilot platform. Microsoft stock has not made much progress since late November when it fell to its 200-day line.

Description: Investor Ross Gerber is criticizing lawmakers for what he sees as a lazy and ineffective approach to solving the nation's problems: raising taxes. “Why do politicians think the solution for every issue is more taxes. Meanwhile they are the most inept, incompetent group in our society,” the CEO of Gerber Kawasaki Wealth and Investment Management wrote last week on X. “They have plenty of money to solve every problem in the world and simply can’t execute solutions.” Don't Miss: 7 Million Gamers Al

Description: Investing in AI is an exciting opportunity for investors of all ages.

Description: Blowout artificial-intelligence spending fills chip maker’s coffers, but the Groq deal shows that the company needs to think creatively.

Description: Iren Limited (NASDAQ:IREN) is one of the hottest large-cap stocks of 2025. On December 18, Goldman Sachs initiated coverage of Iren with a Neutral rating and $39 price target. The firm sees Iren as a primary beneficiary of the AI infrastructure boom, forecasting a 7x revenue increase by 2028. While the company’s massive deal to […]

Description: Why Microsoft's Azure and AI Push Has Analysts Raising the Bar

Description: Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial ​intelligence developers, The Information reported on Wednesday, in a ‌bid to gain end-to-end control of the AI value chain. The cloud business will ‌be tied to a new $10 billion AI fund that the firm is starting and a cloud company called Radiant that Brookfield will operate, the report added. The fund is ‍developing data center projects in France, Qatar and Sweden.

Description: AI-driven chip demand powered a strong 2025 and sets up more growth in 2026, making ADI, MTSI, SLAB and NVDA compelling buys.

Description: Fusion startups have raised $7.1 billion to date, with the majority of it going to a handful of companies.

Description: Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate enterprise demand.

Description: China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch. Scientists at universities in Shanghai and Beijing have developed a photon-based computing chip for artificial-intelligence training and inferencing that can outperform traditional silicon-based wafers, such as those produced by Nvidia the South China Morning Post reported. Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs, the report said, although its use case is tailored more for video production and image synthesis than broader AI workloads.

Description: The wisdom of Warren Buffett has had a lasting impact on Wall Street's many money managers.

Description: QCOM targets the AI PC market with a mid-range Snapdragon X chip, aiming to boost growth and stay competitive in 2026 and beyond.

Description: Wedbush Securities analyst Dan Ives, known for his colorful attire and ultra-positive coverage of tech stocks, has ranked his top names linked to the artificial-intelligence trade as Wall Street gears up to head into 2026. While Nvidia —the leading supplier of semiconductors for an “AI revolution” that Ives says is just getting started—remains a winner in tech, Wedbush’s report focused on other players in the space. One name is Microsoft The company, known best for its Windows operating system, Microsoft Office suite, and Xbox videogame consoles, has pushed increasingly into artificial intelligence.

Description: Investing in quality businesses is key.

Description: Microsoft is a huge investment for Coleman and Tiger Global Management.

Description: Elon Musk said on Tuesday his artificial intelligence startup xAI has bought a third building ​to expand its infrastructure, aiming to boost training ‌capacity to nearly 2 gigawatts of compute power. The latest expansion underscores xAI's ‌ambitious push to compete more effectively with industry leaders OpenAI's ChatGPT and Anthropic's Claude by training increasingly advanced models. The company's supercomputer cluster in Memphis, Tennessee, known as Colossus, is touted ⁠as the largest in ‌the world.

Description: Tech stocks declined late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF

Description: Most websites lose money creating content. That's because Google no longer drives traffic to publishers like it used to. Nearly 60% of Google searches end without a click in 2024Meanwhile, almost 30% of clicks go to Google's properties, and about 36% of clicks go to the open web, a new zero-click ...

Description: Wedbush Securities analyst Dan Ives, known for his colorful attire and ultra-positive coverage of tech stocks, has ranked his top names linked to the artificial-intelligence trade as Wall Street gears up to head into 2026. While Nvidia —the leading supplier of semiconductors for an “AI revolution” that Ives says is just getting started—remains a winner in tech, Wedbush’s report focused on other players in the space. One name is Microsoft The company, known best for its Windows operating system, Microsoft Office suite, and Xbox videogame consoles, has pushed increasingly into artificial intelligence.

Description: Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.

Description: After 60 years at the top of one of the world's biggest investment firms, Berkshire Hathaway (BRK-A, BRK-B) CEO Warren Buffett will be handing off the leadership reins to Greg Abel at the end of 2025. The Oracle of Omaha was also noted to have invented the Buffett Indicator, which assesses the valuation of the stock market by dividing the total value of US stocks with the total US GDP (gross domestic product). Yahoo Finance senior reporter Brooke DiPalma weighs in on how much longer the Buffett Indicator may be calling for a continued bull market, while Miramar Capital Co-Founder and senior portfolio manager Max Wasserman comments on his outlook on the AI trade when factoring in Warren Buffett's market formula. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Coming into Tuesday, shares of the server maker, once a darling of the artificial-intelligence trade, had fallen 1.3% this year. Super Micro’s performance also pales in comparison to how other tech companies have done this year. Shares surged more than 45% in February, when Super Micro narrowly avoided delisting from the Nasdaq Stock Market capping months of speculation that a failure to file its financial results on time might cost the company its spot in the exchange.

Description: NVIDIA, IDXX and Microsoft shine on ESG metrics, fueling investor interest with strong returns and ambitious 2030 goals.

Description: Wall Street expects further gains as Azure growth and AI investment fuel optimism.

Description: The big three stock indexes were mixed in late-morning trading Tuesday ahead of the upcoming New Yea

Description: China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch. Scientists at universities in Shanghai and Beijing have developed a photon-based computing chip for artificial-intelligence training and inferencing that can outperform traditional silicon-based wafers, such as those produced by Nvidia the South China Morning Post reported. Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs, the report said, although its use case is tailored more for video production and image synthesis than broader AI workloads.

Description: CRWV posts Q3 2025 adjusted EBITDA of $838M with margins above 60%, citing AI-optimized infrastructure, contracted demand and a resilient outlook.

Description: Here's one more check in with Warren Buffett's favorite investing indicator.

Description: Greenwich, Connecticut--(Newsfile Corp. - December 30, 2025) - Tuttle Capital Management, a leading provider of thematic and alternatives ETFs, today announced the launch of the Tuttle Capital Magnificent 7 Income Blast ETF (CBOE: MAGO), now trading on the CBOE.MAGO is an actively managed exchange-traded fund that seeks to provide current income and exposure to the equity performance of the "Magnificent 7" - Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla - using an...

Description: A number of investors are competing for the opportunity to purchase the app, and if a deal were to go through, the platform's U.S. business could have its valuation soar to upward of $60 billion.

Description: Acquisition aims to accelerate Meta's integration of advanced AI across platforms.

Description: Move marks key step in Nvidia's strategy to diversify beyond AI training chips.

Description: When a large-cap ETF with zero fees climbs 40% in eight months, investors notice. The BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC) surged from $94 per share in early April 2025 to around $131.70 today with few significant pullbacks. What BKLC Actually Does BKLC tracks the Solactive GBS United States 500 Index, a ... BNY Mellon’s Large Cap ETF Popped 40% on a Nonstop Run

Description: Recent developments in the Cloud AI sector highlight Applied Digital's strategic move to spin out its cloud computing business, Applied Digital Cloud, and combine it with EKSO Bionics Holdings to create ChronoScale Corporation. This proposed business combination is aimed at establishing an accelerated compute platform built specifically to cater to AI workloads, reflecting the increasing demand for GPU-accelerated cloud infrastructure. By focusing on delivering high-performance compute...

Description: After outperforming in 2025, can Alphabet's stock do it again in 2026?

Description: Microsoft is a popular holding among billionaires.

Description: US equity benchmarks fell Monday in muted trading with most of the Magnificent Seven tech stocks und

Description: Alphabet stock was the best performer in the Magnificent 7 in 2025, as investors grew more confident in its AI and search strategy.

Description: Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

Description: Winthrop Capital's Adam Coons warns the margin of safety is evaporating and position sizing is now the only defense.

Description: Amazon is making a habit of beating Wall Street's expectations, so its stock might be undervalued right now.

Description: The Amazon icon thinks statistically, you're better off building up the business fundamentals before executing your killer concept, unless it's a moving target.

Description: AWS momentum drives bullish call

Description: Analysts Eye AI and Cloud Momentum as Key Catalysts for Amazon in 2026

Description: All three are buys, but for different reasons.

Description: The S&P 500 (NYSE:SPY) has a concentration problem. Its top 10 holdings command 39% of the portfolio, with mega-cap tech names like NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Microsoft (NASDAQ:MSFT) alone accounting for over 20%. Information Technology represents 34% of the fund, and when combined with Communication Services, Big Tech exposure pushes past 44%. For investors ... The S&P 500 Is Too Exposed To Big Tech, Time To Buy JPMorgan’s Mid Cap Equity ETF Instead

Description: MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.

Description: While Nvidia (NVDA) was one of the standout winners of the AI trade in 2025, will the chipmaker remain a tried-and-true stock pick in 2026? Winthrop Capital Chief Investment Officer Adam Coons weighs in on the importance of diversification in the artificial intelligence ecosystem, especially as Bank of America analysts forecast semiconductor sales to top $1 trillion next year. Yahoo Finance senior reporter Brooke DiPalma also joins the discussion. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Charlie Garcia responds to readers about the opportunities and obstacles for investors in quantum computing.

Description: Analysts cite AWS growth momentum and multiple business catalysts.

Description: OpenAI news often drives many AI stocks up or down. Many tech companies have a stake in OpenAI's success or failure in 2026 and beyond.

Description: Companies say AI will fundamentally change business forever. But what does that change look like, and what are they doing to make it happen?

Description: The benchmark US stock measures were pointing lower before the opening bell Monday as traders prepar

Description: Amazon leads a trio of cloud giants poised to benefit from soaring AI-driven demand as data center expansion accelerates into 2026.

Description: You don't have to gamble with cryptocurrencies to get dynamic returns.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quality Stocks to Buy Before 2026. On December 22, Dan Ives of Wedbush Securities appeared on a CNBC Television interview to talk about his bull case for Microsoft Corporation (NASDAQ:MSFT). He says that investors are underestimating Microsoft and Azure growth. ​ Ives highlighted that during the last […]

Description: Requests to relocate abroad by Israelis working at multinational companies operating in Israel rose in the past year in reaction to Israel's two-year war

Description: Requests to relocate abroad by Israelis working at multinational companies operating in Israel rose in the past year in reaction to Israel's ​two-year war against Palestinian militant group Hamas, a report showed on Sunday. The Israel Advanced ‌Technology Industries Association (IATI) found that 53% of companies reported an increase in relocation requests from Israeli employees, noting this was "a ‌trend that may, over time, harm the local innovation engine and Israel's technological leadership." The hundreds of multinationals in Israel include Microsoft, Intel, Nvidia, Amazon, Meta and Apple.

Description: FORT LAUDERDALE, FL / ACCESS Newswire / December 28, 2025 / As AI accelerates beyond human employment capacity and public trust erodes under massive data center expansion, DebitMyData, Inc. is building the missing bridge - the human and digital foundation ...

Description: Most Wall Street analysts see significant upside in Nvidia and Microsoft.

Description: AI chips defined the AI stock rally, but the next trend may be even bigger.

Description: It's always a great time to invest in quality stocks.

Description: The new "Magnificent Seven" is better suited for today's current market.

Description: We shouldn’t ask how much knowledge an agent can retain, but rather if it has had the opportunity to develop expertise by practicing as humans do.

Description: Artificial intelligence (AI) stocks have fueled much of the market's gains over the last couple of years. But Baird Tech Strategist Ted Mortonson is warning that a "tremendous amount of volatility" could be coming to the AI trade next year. He also explains why some portfolio managers may have to sell shares of some tech companies if AI giants like Anthropic (ANTH.PVT) go public in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Investors should let Lumen show them where it's headed rather than tell them.

Description: Two cloud titans are pouring cash into AI infrastructure, making them good investments for investors looking to capitalize on the AI boom. But which stock is a better buy?

Description: Nvidia’s licensing deal with chip start-up Grok is reminiscent of Facebook’s Instagram acquisition. That’s the good news—and the bad news.

Description: Barron’s looked at the group of stocks and used Wall Street ratings and price targets by sector to find presents for any type of investor. Nvidia Amazon, and Microsoft shares are loved by the Street, with a Buy rating from more than 90% of the analysts covering them. The average Buy-rating ratio for stocks in the Russell 1000 is currently about 58%.

Description: The Dow Jones Industrial Average is taking the brunt of the selling today, despite some good news—perhaps—globally. The Dow has dropped 100.11 points, or 0.2%, just after noon on Friday, while the S&P 500 and the Nasdaq Composite have declined 0.1%. Nothing in the Dow is getting hit all that hard.

Description: Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where its valuation topped $877 billion. Things have only gone downhill for the stock as Wall Street began doubting the story. ORCL stock has plummeted by over 40% from its peak after Q2 earnings. ... Is Oracle a Sinking Ship or a Buying Opportunity?

Description: ADBE's AI push gets a lift from deepening ties with Google, OpenAI and others, plus a strategic video tech deal with Runaway.

Description: As we come to the close of 2025, tech stocks are gaining pace, and they’ve remained one of the best performing in the industry. The stock market was driven higher by the strong demand for artificial intelligence (AI), which led tech stocks to new highs. While the year was beneficial for investors who held tech ... 3 Tech ETFs To Load Up on Before 2026

Description: IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

Description: Both face major challenges in 2026 that make a stock rebound far from certain. The stocks’ wipeouts are particularly notable because both companies tapped into themes that seemed unstoppable. Fermi has pledged to build the largest data center campus in the world, powered by natural gas, solar panels, batteries, and nuclear energy.

Description: Diversification into AI and HPC infrastructure drove sharp outperformance for miners, while pure-play bitcoin miners lagged.

Description: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with over 90% share and powers billions of daily queries through Google Search. Its Google Cloud division has gained market share from leaders Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). A lesser-known aspect is Alphabet also directly invests in public companies through its venture arms GV and CapitalG. This portfolio ... 45% of Alphabet’s $3 Billion Hidden Portfolio Is in Just 2 White-Hot Stocks

Description: Artificial intelligence is driving explosive demand for computing power as companies invest heavily to develop and deploy AI models. This has created opportunities in AI infrastructure, including specialized cloud platforms and data centers. Wall Street forecasts three stocks in particular are uniquely positioned to significantly benefit from benefit the massive expansion and adoption of ... Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks

Description: Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.

Description: Rising from the ashes of President Donald Trump’s Liberation Day tariffs like a phoenix, powered by tech and the artificial intelligence boom, the is on pace for an annual gain of around 18%, with the 7000 point mark firmly in sight. Handed a bag of lemons in the early spring, both in the form of President Trump’s hastily arranged tariff schedule, a hawkish Federal Reserve, and a shrinking U.S. economy, American companies did what they do best.

Description: Market commentator and popular TV personality Jim Cramer vented frustration Tuesday over strong economic data triggering panic in high-growth sectors such as artificial intelligence and cryptocurrency. Cramer Finds Knee-Jerk Reaction ‘Stupid’ Cramer described the reaction as a “big freakout” that “never ends,” affecting stocks such as NVIDIA Corp. (NASDAQ:NVDA) and those related to cryptocurrency, quantum computing, and data centers. “It is just stupid,” the "Mad Money" host said. The big freako

Description: AMZN, MSFT and GOOGL are gearing up for a potential 2026 cloud boom as AI-driven demand lifts cloud growth and spurs massive data center investment.

Description: Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities delivered […]

Description: Move strengthens Nvidia's data center strategy amid global surge in AI infrastructure spending.

Description: Recent findings from a survey conducted by the Ramsey Theory Group highlight three pivotal trends in artificial intelligence (AI) that will define enterprise strategies in 2026. As AI moves from experimental phases to becoming a fundamental component of business operations, organizations are focusing on agentic AI systems with controlled autonomy, robust AI cost management, and dynamic governance models. These developments reflect a mature AI market where accountability, transparency, and...

Description: Shares of Microsoft (NASDAQ:MSFT) gained 1.96% over the past five trading sessions after losing 0.03% the five prior. That brings MSFT’s year-to-date gain to 16.59%, including a nearly 38% gain since its year-to-date low on April 8. When the Magnificent Seven member reported FY 2026 Q1 earnings on Oct. 29, 2025, shares fell despite beating ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: As Microsoft CEO Satya Nadella is going all-in on AI, is the stock worth buying at current prices?

Description: While no one can predict the future, I asked ChatGPT to look more deeply into the history of stock market bubbles and what might happen if the AI bubble bursts.

Description: Wall Street likes Nebius’s AI scale story, but investors are paying upfront for growth that still needs to prove durable.

Description: Barron’s looked at the group of stocks and used Wall Street ratings and price targets by sector to find presents for any type of investor. Nvidia Amazon, and Microsoft shares are loved by the Street, with a Buy rating from more than 90% of the analysts covering them. The average Buy-rating ratio for stocks in the Russell 1000 is currently about 58%.

Description: Earlier this month, Nebius Group launched Nebius AI Cloud 3.1, rolling out NVIDIA Blackwell Ultra-based infrastructure, real-time capacity tools, and stricter security and governance features for its full-stack AI cloud platform. These upgrades, combined with very large multi-year AI infrastructure agreements with Microsoft and Meta, deepen Nebius’s role as an AI infrastructure provider while heightening execution and funding demands. With Nebius now deploying Blackwell Ultra systems in...

Description: Microsoft is set to underperform markets for the second consecutive year. Dan Ives of Wedbush, meanwhile, sees it as a “compelling” buy and predicts nearly 30% upside next year.

Description: This company is expected to deliver solid, yet unspectacular, growth in 2026.

Description: Microsoft received some reassuring analyst reports this week as the software giant faces skepticism about its AI investments.

Description: While artificial intelligence dominated market themes in 2025, all Wall Street can talk about now is whether the market (^DJI, ^IXIC, ^GSPC) is already in or about to enter an AI bubble. Annandale Capital founder and chairman George Seay and CFRA Research chief investment strategist Sam Stovall share their thoughts on whether an AI bubble is forming or already here, and the areas displaying the most exuberance. Also catch Sam Stovall discuss Wall Street's Santa Claus rally optimism and George Seay's comments on small-cap stocks in 2026. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Italian regulators ordered Meta Platforms to keep its WhatsApp messaging platform open to rival chatbots, such as OpenAI's ChatGPT. Meta stock gained a fraction during a shortened trading day. The Italian Competition Authority said Wednesday that a policy change within WhatsApp will "completely exclude Meta AI's competitors" from the platform, once it takes effect Jan. 15.

Description: Tech stocks were higher in Wednesday early afternoon trading, with the State Street Technology Selec

Description: All three major US stock indexes were edging higher in late-morning trading on Wednesday after initi

Description: Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.

Description: This investment decision had nothing to do with the company's financials.

Description: Copilot struggles pull CEO deeper into products

Description: Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

Description: There is no question that artificial intelligence has transformed the stock market as we know it over the past three years, all but single-handedly driving the S&P 500 to record after record. Companies that are sitting at the forefront of this technology, like NVIDIA (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN), have delivered returns ... The 20-Year Signal: Preparing for the Predicted Reversal of AI-Fueled Stock Market Gains

Description: Vanguard thinks the 60/40 portfolio should be flipped. Retirement experts weigh in.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Waves on Wall Street. On December 22, Wedbush reiterated the stock as “Outperform,” with a $625 price target. The firm believes that the stock is a “core winner,” likely to surprise Wall Street with the strength of its AI-driven growth. “Microsoft remains a core winner […]

Description: The pivot to AI has lifted a bitcoin-mining ETF by 90% this year, even as bitcoin itself has slumped.

Description: The big technology player is a top-performing stock of 2025.

Description: These top tech stocks have more than doubled in value since 2020 and are poised to do it again.

Description: The position was previously 3.78% of the fund’s AUM as of the prior quarter.

Description: Apple's 2025 helped set up its future.

Description: The stock market is quickly waking up to the fact that Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is the leading AI software company today. It has overtaken Microsoft (NASDAQ:MSFT) and is less than $200 billion away from overtaking Apple (NASDAQ:AAPL) as the world’s second-largest company. Overtaking the AI hardware leader, Nvidia (NASDAQ:NVDA) will take a bit more work, ... Will Google Pass Nvidia in 2026 as the World’s Biggest Company?

Description: Software rally seen broadening next year

Description: Google moves to secure electricity for AI data centers by acquiring renewable energy developer Intersect Power.

Description: Microsoft (NASDAQ:MSFT) founder Bill gates is best-known for his founding of the most valuable company in the world (on multiple occasions, just not now). And rightfully so. That said, over the years, Bill Gates has adjusted his portfolio holdings, choosing to divest in a range of companies via his own personal portfolio but also via his ... The Bill Gates Portfolio: 3 Of His Ancor Holdings Every Investor Should Consider

Description: Ray Dalio’s Bridgewater Associates is one of the top hedge funds today. It has over $100 billion in assets, and the fund has made solid moves despite market uncertainties. Following the steps of billionaires can help you build a portfolio that stands the test of time. However, due diligence is very important. Bridgewater Associates has ... Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans

Description: Valuation, growth, balance sheets and analyst sentiment suggest leadership fatigue -- but not collapse

Description: ServiceNow on Tuesday agreed to buy cybersecurity startup Armis for $7.75 billion, in the ​enterprise software maker's biggest-ever deal, as it bolsters its services ‌to help counter rising cyberattacks driven by AI adoption. Through the deal, the company aims to ‌integrate Alphabet-backed Armis' security features such as device scanning and threat detection, a crucial advantage amid sophisticated cyberattacks that have hit companies ranging from Microsoft to UnitedHealth Group. However, ServiceNow's shares fell about 3%, as investors worried over the ⁠company's recent splurge on ‌acquisitions.

Description: The S&P 500 has delivered what can only be described as a strong year to date, extending a rally that has rewarded investors for staying the course through inflation, rate hikes, and geopolitical uncertainty. On the surface, by all accounts, the market looks healthy as stocks continue climbing and corporate earnings remain strong. Similarly, optimism ... The S&P 500’s Rare 40-Year Valuation Warning: Economic Slowdown Is Confirmed by Federal Reserve

Description: Crossroads Capital LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Crossroads Capital Investment Partners, LP, appreciated 6.4% net of all fees and expenses in the third quarter of 2025, making the YTD return 34.1% net through Q3 2025. The fund has compounded […]

Description: Akamai Technologies has launched ISV Catalyst, a new partner program aimed at accelerating growth for independent software vendors (ISVs) on its globally distributed cloud platform. This initiative is designed to support ISVs in creating, marketing, and selling cloud-native solutions, particularly those involving artificial intelligence and multicloud capabilities. By offering no referral fees for ISVs during the first year and various promotional opportunities, the program aims to lower...

Description: The New York Times' (NYT) John Carreyrou and five other writers filed a complaint in the California

Description: These three quantum computing stocks share much in common.

Description: BlackRock has placed its spot Bitcoin exchange-traded fund among its three biggest investment themes for 2025, ranking the product alongside Treasury bills and US mega-cap technology stocks. Key Takeaways: BlackRock named its spot Bitcoin ETF a top 2025 investment theme alongside Treasurys and big tech. IBIT attracted over $25 billion ...

Description: Microsoft Is Poised to Surprise Wall Street as AI Growth Accelerates

Description: Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer answered questions about. Inquiring if their portfolio is diversified, a caller highlighted that their top five holdings are LLY, SLG, MSFT, CVX, and TSM. Cramer said: “Really interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for […]

Description: Investors have high hopes that Tesla will monetize its robotaxi and robotics initiatives.

Description: Oklo stock has gained more than 700% since its IPO.

Description: Cognizant Technology Solutions (CTSH) just rolled out a string of AI focused moves, highlighted by a multi year strategic partnership with Microsoft and fresh long term deals with Bupa Hong Kong, ERIKS and BayWa. See our latest analysis for Cognizant Technology Solutions. Those moves are landing in a market that has already been repricing Cognizant, with a 90 day share price return of 25.92 percent and a three year total shareholder return of 59.81 percent, signalling that momentum has been...

Description: Find insight on Microsoft, Paramount Skydance and more in the latest Market Talks covering Technology, Media and Telecom.

Description: US stocks (^DJI, ^IXIC, ^GSPC) are ticking up on Monday to start the shortened trading week. What is Wall Street's market outlook for 2026 as more experts consider the risk tied to certain variables, such as the debt profiles attached to the AI trade? The Wealth Alliance President and Managing Director Eric Diton shares his thoughts. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Description: Microsoft stock has set a number of records this year, and analysts think that trend can continue well into 2026.

Description: Oracle is radically changing its finances as it shifts from software to the cloud. Now its Chairman Larry Ellison is getting his fingers into media.

Description: Microsoft Is Poised to Surprise Wall Street as AI Growth Accelerates

Description: Salesforce and Oracle Gain After Evercore Highlights AI Growth Potential

Description: Analysts see $25 billion revenue boost from Azure and Copilot expansion in 2026.

Description: Microsoft Corporation (NASDAQ:MSFT) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Microsoft Corporation (NASDAQ:MSFT) is making a massive push into artificial intelligence. In December 2025, the company announced plans to spend $17.5 billion on AI development in India, along with more than $5.4 billion in Canada over the next few years. Those […]

Description: Amazon is set to end 2025 as the worst-performing member of the Magnificent 7. The stock's forecast appears positive given the tepid valuations and growth prospects.

Description: While artificial intelligence (AI) continues to dominate market headlines in 2025, many of the stocks most closely tied to the technology — the Magnificent 7 stocks of Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA) — have shown volatility or lagged. Six of the seven have experienced ... How Caterpillar Crushed the Magnificent 7 in 2025 — And It’s Not Done Yet!

Description: Microsoft (MSFT) is positioned for artificial intelligence-driven growth in 2026, and the stock is a

Description: Videogame console sales were already under pressure owing to tariff turmoil and weak consumer spending. Now a surge in the prices of memory chips is threatening to make the devices costlier in what could be ​another blow to the industry. Demand for dynamic random access memory - chips used in Sony's PlayStation, Microsoft's Xbox and the Nintendo ‌Switch 2 - has exceeded supply as the tech sector races to build out artificial intelligence infrastructure.

Description: Constellation Energy Corporation (NASDAQ:CEG) is one of the best hydrogen stocks to buy right now. On December 16, JPMorgan cut Constellation Energy Corporation (NASDAQ:CEG)’s price target to $410 from $422 while maintaining an Overweight rating, following updates to its model after the Q3 results. On December 11, Constellation Energy Corporation received the “Energy Deal of […]

Description: NBIS lands mega AI cloud deals with Microsoft and Meta, selling out GPU capacity and boosting long-term revenue visibility as capex and concentration risks rise.

Description: 2025 was merely the prologue in Microsoft’s artificial-intelligence story. 2026 will be the inflection point, say analysts at Wedbush Securities led by noted AI bull Dan Ives. In a research note Monday, Wedbush reiterated an Outperform rating and a $625 price target for Microsoft stock heading into the new year.

Description: Dillard's Shares Keep Climbing as Cash Flow Offsets Slow Sales Growth

Description: Several leading AI companies are collaborating with power producers to meet their energy needs.

Description: Microsoft rewards long-term investors in a variety of ways.

Description: ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks on the Market’s Radar. On December 17, Bernstein SocGen reiterated an “Outperform” rating on the stock with a $1,093.00 price target. Deeming NOW as the “cheapest large-cap software stock” after selloff, the firm sees the stock’s valuation as overly discounted compared to fundamentals and peers. “The […]

Description: In the AI trade, you "can't just bet on one company," Wedbush Securities managing director and global head of technology research, Dan Ives, tells Yahoo Finance, highlighting the importance of diversification for AI investors. Watch the video above to hear more about Ives' AI thesis and the 30 stocks in the Dan IVES Wedbush AI Revolution ETF (IVES). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Amazon is increasingly aggressive and smart in its battle to acquire a greater role in AI. Amazon will reportedly make a huge $10 billion investment in OpenAI, which shocked Wall Street and rattled Silicon Valley. If the Reuters report is confirmed in the not-so-distant future, the deal won't ...

Description: 2025 was a solid year, and valuations aren't cheap, yet there is still significant upside left in these three AI leaders.

Description: The AI trade isn't over. Investors have just become choosier about which players might emerge as winners.

Description: Watch the Video There is a widespread perception that the Magnificent Seven represent the greatest investment basket in history. Put equal money into all seven, hold forever, and you cannot lose. Lee and I both agreed that this narrative is starting to break down. The data point that changed the discussion Lee cited recent work ... The Magnificent Seven Myth Is Starting to Crack

Description: Oracle stock peaked in September before suffering a continued decline in the back half of the year.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the most widely held stocks by hedge funds in 2025. Microsoft Corporation (NASDAQ:MSFT) and Cognizant announced on December 18 that the two companies entered into a multi-year partnership to help enterprises in the fields of healthcare and life sciences, retail, financial services, and manufacturing to “harness” AI-powered solutions. The […]

Description: Amazon, Meta Platforms, and Broadcom could all hit $3 trillion market caps next year.

Description: While the value of some companies integral to the AI boom like Nvidia, Oracle and Coreweave have seen their value fall since the highs of the mid-2025, the US stockmarket remains dominated by investment in AI. Such dominance, based almost exclusively on building one kind of AI - Large Language Models is sustaining fears of an AI bubble. "We are long, long away from that," Jensen Huang, CEO of AI chip-maker Nvidia and the world’s first $5trn company, told Sky News last month.

Description: Not every "Magnificent Seven" stock is a buy heading into 2026.

Description: Hedge fund manager Philippe Laffont has a large percentage of his portfolio invested in Meta Platforms, Microsoft, and Amazon.

Description: This tech giant's early entry into the AI space has helped it build a substantial revenue backlog that could propel its shares higher in 2026.

Description: It depends on which ones and what you believe about the future of the sector.

Description: People are working past the typical retirement age of 65, which means there are five generations in the workplace, all with different work and management styles. The next two decades will bring even more consequential change, with artificial intelligence driving much of the reshaping of work. It will have an impact on the role of managers, how organizations measure business outcomes and accelerate tasks that once took months.

Description: CoreWeave (NASDAQ:CRWV) investors received a welcome reprieve yesterday as its shares surged 22% amid two key developments. The company announced participation in the Energy Dept.’s Genesis Mission, an initiative to accelerate scientific research, national security, and energy innovation through AI and supercomputing. It also got a boost from Citi analyst Tyler Radke who resumed coverage ... If You Invested $5,000 in CoreWeave at Its March IPO, Here’s How Much You’d Have Today

Description: The data centers critical to the nation's AI ambitions are spawning local political battles as rising energy costs frustrate communities. What investors need to know about data center NIMBYism.

Description: IREN (NasdaqGS:IREN) just pulled off one of the more aggressive capital raises in the AI infrastructure space, stacking new convertible notes and equity on top of its $9.7 billion Microsoft cloud deal. See our latest analysis for IREN. Even with a recent pullback that includes a 1 month share price return of negative 12.9 percent, IREN still boasts a powerful year to date share price return above 280 percent and a massive 3 year total shareholder return over 3,200 percent. This signals strong...

Description: Microsoft Corporation (NASDAQ:MSFT) is among the 14 Best S&P 500 Stocks to Buy Now. As of the close of business on December 17, Wall Street analysts have a consensus Strong Buy rating on the stock, with a one-year average share price target of $632.22, representing an upside of 33%. Recent analyst updates include Morgan Stanley […]

Description: Wondering if Microsoft at around $485 a share is still worth buying, holding, or finally trimming? You are not alone, and that is exactly what this breakdown aims to unpack. Over the last week the stock is up 1.5%, roughly flat over the past month at -0.2%, but still sitting on gains of 16.1% year to date and 12.1% over the last year, with a 108.4% return over 3 years and 127.3% over 5 years. Recent headlines have focused on Microsoft doubling down on AI infrastructure and partnerships,...

Description: Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. But is the caution overblown?

Description: SAN FRANCISCO, December 19, 2025--Aravolta is the software powering data centers behind the scenes.

Description: Tencent is using a Japanese cloud service to access Nvidia Blackwell chips that remain banned to Chinese customers.

Description: Big Tech stocks rallied back again on Friday. The Roundhill Magnificent Seven ETF was up 0.7% after surging nearly 2% yesterday. The group of megacap tech stocks rebounded sharply from a 2.2% drop on Wednesday.

Description: Johnson & Johnson (NYSE:JNJ) is one of the stocks Jim Cramer talked about recently. Cramer mentioned the stock during the episode and said: “These groups were the salvation of this market when the year of magical investing ended, and the super speculative stocks started coming back to earth, they’re still doing it, followed by the […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the company during the episode and stated: “All these big tech companies live in fear of that. They believe that whoever wins AI could potentially win everything else, too. And if you let OpenAI in with its… balance sheet that you’ve […]

Description: Microsoft stock's narrative is shifting at the margins, with the fair value estimate edging down slightly from about $625.41 to $624.45 per share and the discount rate ticking up from 8.52% to roughly 8.53% as analysts refine their long term AI and cloud assumptions. At the same time, revenue growth expectations have nudged higher from around 15.28% to 15.30%, reflecting stronger conviction that accelerating AI adoption, expanding cloud demand, and deepened model partnerships with OpenAI and...

Description: The data centers critical to the nation's AI ambitions are spawning local political battles as rising energy costs frustrate communities. What investors need to know about data center NIMBYism.

Description: Microsoft Sets Permanent Retirement Date for Project Online MERRITT ISLAND, FLORIDA / ACCESS Newswire / December 19, 2025 / Microsoft has officially confirmed that Project Online will be retired on September 30, 2026, marking a major shift in Microsoft's ...

Description: Ahead of 2026's kick-off, investors are putting heavy consideration into how to play the AI trade. B. Riley Wealth chief market strategist Art Hogan joins Opening Bid with Brian Sozzi to talk about his expectations for the Magnificent Seven and the broader AI trade. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Hyperscalers' overall debt burden is actually getting lighter as the debt-to-cash ratio should dip to 0.75 in 2025 from 0.94 in 2023.

Description: CRWV Stock Moves Higher. Enterprise Contracts and GPU Capacity Are Key Drivers

Description: Citi renewed its coverage of the AI infrastructure stock with a Buy rating and added a High Risk designation.

Description: While tech giants like Alphabet Inc. and Nvidia Corp. delivered strong gains, unsung corners of the industry, like memory chips and hard disk drives, proved to be far better places for investors. With the bull market in US stocks stretching into a fourth year, there are more concerns than ever about the sustainability of heavy spending on AI computing and whether the returns will justify the investments.

Description: CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.

Description: We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. As is the case with other technology giants, Meta Platforms, Inc. (NASDAQ:META) has positioned itself to be a key player in the AI race. The firm differs from players such as Google and […]

Description: We recently published 12 Stocks on Jim Cramer’s Radar. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer’s radar. Amazon.com, Inc. (NASDAQ:AMZN) is a key player in the AI industry due to several factors. These include the firm’s Amazon Web Services (AWS) cloud computing business and its in-house Trainium AI chips. The highly […]

Description: Delray Beach, FL, Dec. 19, 2025 (GLOBE NEWSWIRE) -- The immersive VR market is projected to grow from USD 10.1 billion in 2024 to USD 34.9 billion by 2029, registering a CAGR of 28 percent. This rapid expansion is driven by continuous technological innovation that enables VR hardware to deliver full immersion with fewer components and improved efficiency. The increasing ease of content creation for immersive environments and the rising adoption of digital training and simulation methods across m

Description: Fidelity High Dividend ETF (NYSEARCA:FDVV) markets itself as a high-dividend option for income investors, but its 2.78% yield and unusual portfolio composition raise questions about long-term sustainability. The ETF generates income from dividends paid by underlying equity holdings, tracking the Fidelity High Dividend Index of large and mid-cap stocks. With $7.7 billion in assets and ... FDVV’s 2.78% Yield Looks Weak Next to SCHD’s 3.80% Income Stream for Retirees

Description: Nvidia Corp. (NASDAQ:NVDA) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) have quietly become the two most dominant forces inside the Magnificent Seven, riding different paths to the same destination: artificial intelligence supremacy. Nvidia's GPUs remain the backbone of the global AI buildout, powering everything from data centers to cutting-edge model training. Alphabet, meanwhile, is pushing its own vertically integrated AI stack — from custom TPUs to Gemini — embedding intelligence directly

Description: Gates is more interested in stalwart, boring businesses than high-flying tech.

Description: Microsoft Corp (NASDAQ:MSFT) CEO Satya Nadella on Wednesday met with Indian billionaire Gautam Adani. The chair of the Indian conglomerate Adani Group was indicted last year by the U.S. on fraud charges. Nadella And Adani Discuss AI And Technology Collaboration Adani shared a photo on X with Nadella, calling it "always a pleasure" to meet and gain insights into the future of technology. Adani highlighted their conversation on building a "360° partnership" linking physical and digital worlds in t

Description: ServiceNow, Inc. (NYSE:NOW) is included among the 12 Best Long Term US Stocks to Buy Now. On December 17, BTIG initiated coverage of ServiceNow, Inc. (NYSE:NOW) with a Buy rating and a $1,000 price target. The firm points to how far the platform has come since the launch of Now Assist two years ago. What […]

Description: In the closing of the recent trading day, Microsoft (MSFT) stood at $483.84, denoting a +1.62% move from the preceding trading day.

Description: Robinhood's (HOOD) chief brokerage officer, Steve Quirk, joins Market Domination host Josh Lipton to talk about trends among retail investors before 2025 draws to a close. Watch the video above to hear more about retail investor behavior on the platform. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: The S&P 500 and the Dow Jones Industrial Average snapped a four-day slump on Thursday after data sho

Description: As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Pence Capital Management CIO Dryden Pence sits down with Market Domination Host Josh Lipton to talk about his expectations for the AI space. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Description: Toronto, Ontario--(Newsfile Corp. - December 18, 2025) - LongPoint Asset Management Inc. ("LongPoint") today announced that there will be no cash or non-cash distributions for the 2025 tax year. All LongPoint ETFs (the "ETFs") are listed on the table below.NameTickerSavvyLong (2X) AAPL ETFAAPUSavvyLong (2X) Barrick ETFABXUSavvyLong (2X) GOOGL ETFALPUSavvyLong (2X) AMZN ETFAMZUMegaLong (3X) Canadian Banks Daily Leveraged Alternative ETFBNKUSavvyLong (2X) Cameco ETFCCOUMegaShort (-3X) Canadian...

Description: Down almost 50% from all-time highs, IonQ is a quantum computing stock with significant upside potential, according to investment firm Jefferies.

Description: US benchmark equity indexes were higher intraday, aided by a cooler-than-expected consumer inflation

Description: Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

Description: Monks—the global, digital-first, data-driven, unitary operating brand of S4 Capital plc—has appointed long-time data visionary Sneha Ghosh as EVP Data, NAMER to accelerate the development of sophisticated data modeling across the company's marketing services solutions. Sneha joins the company to lead the North American data team and will report to Bryan Sherman, EVP, Head of NAMER Media and Data at Monks.

Description: Early fundraise discussions highlight AI costs

Description: The data centers critical to the nation's AI ambitions are spawning local political battles as rising energy costs frustrate communities. What investors need to know about data center NIMBYism.

Description: Universities are quietly striking massive deals with OpenAI as students overwhelmingly flock to ChatGPT over Copilot and Gemini.

Description: PARIS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- TSplus Academy, the official elearning platform dedicated to TSplus solutions, announces a series of significant updates rolled out since October. These enhancements focus on clearer learning paths, updated technical comparisons, and new visual resources designed to help both existing Academy learners and TSplus users who are not yet registered better understand, deploy, and optimize TSplus Remote Access solution. By continuously aligning its content with

Description: Artificial intelligence was the hot investing trend in 2025. Here are three different ways to play it in 2026.

Description: For comparison, the S&P 500 is up 3.5% since that blip. This all benefits small-caps primarily because faster economic growth means more sales and bigger profits—and many of the S&P 600 companies are in economically sensitive sectors.

Description: With a unified defense across VMware, Windows, Linux and Mac environments, Arms Cyber’s platform addresses a critical gap in a market that has seen the number of hypervisor-centric ransomware attacks more than double in the past three yearsFulton, MD, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Arms Cyber, a leader in ransomware prevention and response, announces the expansion of its anti-ransomware platform to include comprehensive hypervisor protection. With the addition of support for VMware ESXi hyper

Description: Microsoft (MSFT) has pulled back roughly 6% over the past month, even as its long term returns remain strong. That dip has investors asking whether the current price better reflects future growth. See our latest analysis for Microsoft. Zooming out, that 6.2% 1 month share price pullback and similarly soft 3 month share price return come after a strong year to date gain and an almost doubling 3 year total shareholder return. This suggests momentum is cooling rather than collapsing. If...

Description: Each of these companies plays a critical role in the AI pipeline.

Description: The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, ...

Description: Don't count out the reemerging search and artificial intelligence (AI) giant.

Description: Elon Musk has grown $216 billion richer this year, thanks to Tesla stock hitting an all-time high and SpaceX doubling in value since the summer.

Description: Nvidia Microsoft and other prominent artificial-intelligence stocks are seeing bouts of selling. Wall Street has grown wary that software and internet companies will slow down the pace of their investments in data centers, dragging down chip stocks. The worry there is that returns on their massive AI investments might disappoint the market’s expectations.

Description: US equity indexes dropped on Wednesday as a sharp decline in technology and communication services h

Description: Nvidia is a shoo-in to breach this level. But what about the other?

Description: Azure Customers Can Now Burn Down Microsoft Azure Consumption Commitment Credits While Optimizing Cloud Costs with ProsperOps AUSTIN, TEXAS / ACCESS Newswire / December 17, 2025 /ProsperOps, a leading multi-cloud FinOps automation platform, today ...

Description: Tech stocks and the "Magnificent Seven" have led the market higher for some time. It's time to evaluate the sector again heading into 2026.

Description: AI chip stocks haven’t had the smoothest of rides lately, but Bank of America believes the bigger trend driving them is intact. In doing so, the investment bank's analysts are putting familiar names at the top of their AI stocks to buy list for 2026. Nvidia (NVDA), Broadcom (AVGO), and Lam ...

Description: US equity indexes fell ahead of Wednesday's close as the Nasdaq Composite slumped amid a sell-off in

Description: Want to broaden your investor playbook, but don't know how or where to start? Yahoo Finance markets and data editor Jared Blikre explains a specific segment of options trading: cash-secured puts. Using Microsoft (MSFT) as an example, Jared Blikre lays out the risks and benefits of cash-secured puts and weighs the maximum profit against the net cost of the stock put. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: “If OpenAI wins the lottery, then they’d have the money to pay for this,” analyst Charles Fitzgerald said.

Description: As AI developers spend hundreds of billions, organizations are slow to embrace the technology, UBS analysts have found.

Description: Can one ETF deliver decades of dividend income? This unique high-quality yield generator deserves a spot on your watchlist.

Description: Wall Street analysts expect another strong year in stocks in 2026, propelled by continued AI sector gains and additional Fed interest-rate cuts.

Description: Amazon stock gained fractionally after the company announced a new division and leader focused on the tech giant's AI push.

Description: This AI giant is exiting 2025 with great momentum across all of its businesses.

Description: MUNICH, December 17, 2025--Siemens today announced the lineup of industry and technology leaders who will join President and CEO Roland Busch on stage for Siemens’ keynote at CES 2026.

Description: Google, Microsoft, and Apple claimed the top three slots. The US has the most representation, while China surpasses Japan and firmly holds the third position again. NEW YORK CITY, NEW YORK / ACCESS Newswire / December 16, 2025 / The 22nd edition of ...

Description: Amazon.com Inc is in discussions to invest in OpenAI, the developer of ChatGPT, in a potential deal that could ​value the artificial intelligence company at over $500 billion, a source familiar ‌with the matter said on Tuesday. The potential deal comes at a time when OpenAI is ‌laying the groundwork for an initial public offering that could value the company at up to $1 trillion, Reuters reported in October. Amazon may invest about $10 billion in OpenAI, but the talks between the two firms are "very fluid", the source said ⁠on condition of anonymity because ‌the matter is private.

Description: Layoffs have hit companies from American Airlines to Meta to Intel this year amid a backdrop of cost-cutting and technological change.

Description: Legendary short-seller Jim Chanos is sounding the alarm on the AI infrastructure boom, warning that a critical accounting oversight regarding Nvidia Corp. (NASDAQ:NVDA) chips creates a “massive financial risk” for the sector's aggressive ...

Description: Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’ The stock in question is ...

Description: Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

Description: The Nasdaq Composite rallied late on Tuesday to snap its losing streak at three days. The Nasdaq's turnaround was propelled by late gains among large tech stocks including Tesla, Meta Platforms, Nvidia, and Microsoft. Stocks and bonds traded sideways for much of the day after the November nonfarm payrolls report included stronger-than-expected jobs growth and an unexpected uptick in unemployment.

Description: Five Tesla Board Members Pocket Majority of $3 Billion Awards

Description: A hidden leasing bomb, a $300B AI gamble, and shrinking investor patience--Oracle's bold cloud play is under the microscope.

Description: Sales push slowed by limited enterprise track record and competition from larger AI rivals

Description: Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Description: Rising CapEx has become a point of concern for investors, particularly as Microsoft continues to invest heavily in AI.

Description: CoreWeave stock slumped again Tuesday and is more than 60% below highs as Wall Street debates AI bubble risk.

Description: Computing power and tech profits are set to explode. Here’s your multiyear strategy — depending on your risk tolerance.

Description: Tenable Holdings (TENB) just made a meaningful leadership move by bringing on former Microsoft security executive Vlad Korsunsky as CTO and head of Tenable Israel, sharpening its push into AI driven exposure management and cloud security. See our latest analysis for Tenable Holdings. Those moves come against a weak tape, with the share price down sharply on a year to date basis and the one year total shareholder return also firmly negative. This suggests sentiment has reset even as Tenable...

Description: US equity indexes fell along with government yields and crude oil in midday trading on Tuesday as in

Description: With markets hovering around all-time highs, now may be a difficult time for some growth investors to step into specific names. After all, valuations have surged to levels many investors may simply be uncomfortable with right now. That said, there are certain key metrics growth investors can look at to ensure their core holdings have ... 3 High-Margin Growth Stocks That Are Starting to Look Bulletproof Right Now

Description: All three major US stock indexes were pointing lower in late-morning trading on Tuesday, as investor

Description: Continued AI adoption and capex spending are likely to fuel further gains, but investors should be aware that a bubble may develop down the road.

Description: FTNT's Unified SIEM adoption lifts services growth and billings, but competition and higher SIEM costs test whether momentum can last.

Description: Amdocs Limited (NASDAQ:DOX) is one of the best affordable AI stocks to buy now. Amdocs Limited (NASDAQ:DOX) commands a consensus strong Buy rating on Wall Street. The average price target on the stock is $99, implying 24.76% upside potential from current levels. On November 18, at Wells Fargo’s 9th Annual TMT Summit, the company reiterated […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the Best SaaS Stocks to Buy Right Now. On December 10, Jefferies released a research note highlighting that Microsoft Corporation (NASDAQ:MSFT) is set to benefit from OpenAI’s expected enterprise business expansion in 2026. The firm had reiterated a Buy rating on the stock on December 3, with a price […]

Description: Three years after ChatGPT made OpenAI the leader in artificial intelligence and a household name, rivals have closed the gap and some investors are wondering if the sensation has the wherewithal to stay dominant.Rivals Amazon, Meta and OpenAI-investor Microsoft have deep pockets the ChatGPT-maker cannot match.

Description: TORONTO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Carbon Streaming Corporation (Cboe CA: NETZ) (OTCQB: OFSTF) (FSE: M2Q) (“Carbon Streaming” or the “Company”) today announce amendments to the terms of the carbon credit streaming agreement (the "Azuero Reforestation Stream”) with Azuero Reforestación Colectiva, S.A. (“ARC”), a wholly owned subsidiary of leading project developer Ponterra Ltd. (“Ponterra”), Microsoft Corporation (“Microsoft”) and Rubicon Carbon Capital LLC (“Rubicon”) for the ARC Restaur

Description: Invevsting.com -- Nasdaq Inc (NASDAQ:NDAQ), home to tech titans like NVIDIA Corporation (NASDAQ:NVDA), Apple Inc (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc Class A (NASDAQ:GOOGL) and Amazon.com Inc (NASDAQ:AMZN), is planning to submit formal paperwork with the U.S. Securities and Exchange Commission (SEC) on Monday to launch near round-the-clock trading of U.S. stocks, according to a report from Reuters. The move marks Nasdaq’s first formal step toward establishing 23-hour,

Description: Drawing on lessons from the early internet, Yorke Rhodes III, Co-Founder, Blockchain at Microsoft, explains why credible neutrality is vital to prevent the centralization of Web2 and emphasizes the urgent need for digital provenance in the age of synthetic media. He details how the convergence of AI agents and stablecoins creates instant liquidity and accelerates enterprise value, urging the industry to think bigger for the next generation.

Description: Microsoft, Novartis and RTX headline Zacks' top research picks, spotlighting cloud, pharma innovation and defense demand shaping market leaders.

Description: ServiceNow stock was falling following a report that it could be about to make its largest ever acquisition.

Description: The stock market remained lower in the late afternoon, mostly because of technology stocks, while the S&P 500 tried to fight its way back only to lose steam. The Dow Jones Industrial Average was down 0.1%, while the S&P 500, which had been close to flat, was down 0.2%. The tech-heavy Nasdaq is down more than 0.5%.

Description: BOSTON, December 15, 2025--Liberty All-Star® Growth Fund, Inc. November 2025 Monthly Update

Description: BOSTON, December 15, 2025--Liberty All-Star® Equity Fund November 2025 Monthly Update

Description: OpenAI on Monday confirmed that it has appointed Albert Lee, senior director of ​corporate development at Google, as its vice president ‌of corporate development. Lee will start his role at Microsoft-backed OpenAI on ‌Tuesday and report to finance chief Sarah Friar. The goal of bringing Lee "on board is to ensure we have a senior leader with broad visibility across the company ⁠who is empowered to ‌move quickly," an OpenAI spokesperson told Reuters.

Description: Billionaires who built fortunes in America's system should be giving far more away.They benefited from the U.S. education system, regulations, and venture capital networks, philanthropist Melinda French Gates said. Speaking to Wired editor-in-chief Katie Drummond recently, French Gates said those systems supported people who started businesses in America. French Gates discussed the Giving Pledge, which she launched in 2010 with Microsoft (NASDAQ:MSFT) co-founder Bill Gates and Berkshire Hathaway

Description: Marvell’s recent selloff reflects market fears over potential loss of hyperscaler orders, but management and some analysts push back on those concerns, raising the key question of how investors should position in MRVL stock now.

Description: A new investor push could force Amazon to confront the ethical fallout of its most controversial government contracts yet.

Description: IREN's AI cloud push targets massive growth, but soaring GPU and data-center capex are straining cash flow and reshaping its long-term financial path.

Description: NBIS stock surges in six months, but stretched valuation, rising costs and execution risks are raising doubts about its near-term outlook.

Description: AT&T's expanding 5G network, collaboration with Microsoft and rapid mid-band rollout are boosting speed, capacity and growth prospects nationwide.

Description: Broadcom is knocking on the door of joining Nvidia, Apple, Alphabet, Microsoft, and Amazon in the $2 trillion club.

Description: Visionary and transformative leader to drive Tenable’s next phase of AI and platform innovationCOLUMBIA, Md., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has appointed Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel. Korsunsky’s arrival marks a significant milestone for Tenable, accelerating the company’s exposure management vision to secure the modern attack surface. As the strat

Description: Both of these top tech companies have established leadership roles in the AI industry.

Description: The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations. Six companies are within striking distance, but only one will cross first. Here’s who’s positioned to get there, ranked by realistic probability. 5. Tesla: The Valuation Paradox Tesla (NASDAQ:TSLA) sits at $1.53 trillion with a forward PE of ... Here’s Which Company Wins the Race to $10 Trillion

Description: Mustafa Suleyman, the CEO of Microsoft AI (NASDAQ:MSFT), offered his perspective on some of the key figures in the AI industry. What Happened: Suleyman, who maintains regular communication with his industry counterparts, commended Sam Altman of OpenAI for his bravery and ambitious expansion of AI data centers. He voiced his belief in Altman’s capacity to handle OpenAI’s investment obligations, even though they significantly exceed its present revenue. "He may well turn out to be one of the great

Description: UiPath stock is cheap, and the company is just beginning to see its revenue growth accelerate.

Description: Market concentration has reached levels not seen in decades. The three largest U.S. stocks now represent over 20% of the S&P 500’s total value, and the top 20 account for roughly half. iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) offers a direct bet that this ‘winners keep winning’ trend will continue. The Portfolio Role: Concentrated ... Winning Stocks Keep Winning, And That’s What iShares TOPT ETF Let’s You Bet On

Description: Nvidia got in early on the AI opportunity and built an empire.

Description: Summary: Meta Platforms (Nasdaq: META) has faced criticism for investing too heavily in the Metaverse, but the company’s broader business has continued to perform well. During a recent episode of The AI Investor Podcast, 24/7 Analysts Eric Bleeker and Austin Smith discussed whether the announced cutbacks on the Metaverse could help generate even greater returns ... Meta (META) Stock Pops Following Metaverse Cuts Announcement – Could it Hit $1,000 In 2026?

Description: Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and personal with one of the most talked-about data centers in the world – Stargate. Stargate is a massive $500 billion investment for OpenAI that the company ... We Visited OpenAI and Oracle’s Project Stargate: Here’s What We Saw

Description: As electricity demand has soared, corporate America is looking to the power trading industry.

Description: Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, ... Marvell’s (MRVL) Stock Pops After Q3 Earnings – Time to Buy?

Description: Wall Street is optimistic about the stock market going into next year on hopes that lower interest rates will lift growth.

Description: With the December Fed meeting in the rear view, investor attention will turn toward Fed chair nomination drama and the potential for a Santa rally (or not)

Description: The quantum computing pure play is building an unusual architecture compared to its peers.

Description: Elevated inflation and volatility in AI stocks are driving investors toward stable companies that provide consistent payouts. Investors are moving into industries that offer steady cash payouts as their risk appetite shifts, Bloomberg reported recently, citing investment research company 22V Research. Last month, a Redditor shared his dividend income details and portfolio on r/Dividends, a community of dividend investors with 246,000 members. The investor said he achieved his monthly dividend in

Description: Microsoft (NASDAQ: MSFT) has delivered solid returns in 2025, but shares remain below their 52-week high of $553.50. The stock currently trades around $479. Despite the pullback, fundamentals remain robust. Microsoft reported revenue of $77.67 billion in its most recent quarter, beating estimates by nearly $2.3 billion and marking 18.4% year-over-year growth. Azure grew 40% ... Wall Street Says Microsoft Can Hit $650. Here’s the Path

Description: Elon Musk’s SpaceX is moving ahead with plans for an initial public offering that would seek to raise “significantly more” than $30B at a market value of about $1.5T. Meanwhile, Agentic engineering startup Port raised $100M in a Series C funding round at $800M valuation. This week’s private company news:Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market w

Description: Earlier this week, Microsoft said it will invest US$17.50 billion in India from 2026 to 2029 to expand AI and cloud infrastructure, including new data centers, sovereign cloud options, and large-scale skilling programs tied to national digital platforms. The move underlines how central India’s huge developer base and digital public infrastructure have become to Microsoft’s AI ambitions and competition with global cloud rivals. We’ll now explore how this record India AI and cloud build-out...

Description: Life360’s Lauren Antonoff is a rare example of a recent college graduate going from the classroom to the C-suite at a billion-dollar company in just a matter of months.

Description: These industry leaders each have a mathematically clear path to join the exclusive $3 trillion club.

Description: Instead, the sector is booming as artificial intelligence powers massive demand for all kinds of energy. The S&P Global Clean Energy Transition Index has rallied  this year, handily beating a  advance in the S&P 500 Index. It’s also outpacing an  gain in the S&P Global Oil Index, which was expected to be a big winner on the back of Trump’s “drill, baby, drill” agenda.

Description: Several of the tech megacaps look promising, but there can only be one top buy.

Description: The holding now accounts for 1.31% of the fund’s AUM, placing it outside the fund’s top five holdings.

Description: Oracle stock may be slumping, but Wall Street’s eyes have pivoted from its equity to its debt—and its credit default swaps. Sure, Oracle stock was down 4.5% at $189.97, its lowest since June 11. Bonds, though, are supposed to be relatively safe, especially Oracle’s, which have an investment-grade rating.

Description: The S&P 500 and the Dow Jones Industrial Average retreated from record highs as margin concerns faci

Description: Tech stocks dropped late Friday afternoon with the State Street Technology Select Sector SPDR ETF (X

Description: Microsoft's data center ambitions have imperiled its 2030 pledge to remove more carbon than it generates, making carbon removal credits all but necessary.

Description: US benchmark equity indexes were lower intraday as the technology sector tumbled amid a post-earning

Description: The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.

Description: Company says control and alignment come before any release

Description: All three major US stock indexes were edging lower in midday trading on Friday as Broadcom's (AVGO)

Description: The company seems to be doing a fine job getting its flagship AI platform into the right spaces in the cloud.

Description: Cisco stock is trading near all-time highs as the networking giant continues to benefit from a widening AI moat in 2025.

Description: Christophe Fouquet's ultra-secretive machines are powering the AI arms race--and no rival is even close.

Description: AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.

Description: Dubbed the Magnificent Seven stocks, Apple, Microsoft, Google parent Alphabet, Amazon.com, Nvidia, Meta Platforms and Tesla lived up to their name in 2024 with solid gains. And heading into the final month of 2025, performance for these megacap stocks has been positive thus far.

Description: The Trump administration's recent executive order to bring regulation on artificial intelligence und

Description: The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year.

Description: AAPL jumps 41.5% in six months on strong iPhone and Services growth, but faces valuation and AI competition risks.

Description: Alphabet's (GOOG, GOOGL) Google unit, Meta Platforms (META), Microsoft (MSFT), Microsoft-backed Open

Description: Broadcom Inc. (NASDAQ:AVGO) is among the 13 Best Nanotechnology Stocks to Buy Now. TheFly reported on December 5, 2025, that Oppenheimer analyst Rick Schafer had increased the firm’s price target for Broadcom Inc. (NASDAQ:AVGO) from $400 to $435, before the company’s fourth-quarter reports. He kept an Outperform rating on the stock. According to the note, […]

Description: BALTIMORE, December 12, 2025--Constellation was awarded "Energy Deal of the Year" at the 2025 Platts Global Energy Awards for its 20-year power purchase agreement with Microsoft.

Description: SoundHound AI stock is up 864% in three years. Here's why the growth story may just be getting started.

Description: Microsoft (MSFT) concluded the recent trading session at $483.47, signifying a +1.03% move from its prior day's close.

Description: The Dow Jones Industrial Average and the S&P 500 hit fresh peaks on Thursday, while a post-earnings

Description: Key missing holdings make one choice better than the other as we head into the new year.

Description: ARR increased 34% year-over-year to $754 millionQ3 revenue increased 33% year-over-year to $184.2 millionSurpassed $1 billion in Remaining Performance Obligations, reflecting 41% year-over-year growthQ3 net cash provided by operating activities was $11.2 million, representing 6% of revenueQ3 free cash flow was $10.6 million, representing a positive 6% free cash flow margin SANTA CLARA, Calif., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Netskope (NASDAQ:NTSK) a leader in modern security and networking for

Description: Consumer stocks rose late Thursday afternoon, with the State Street Consumer Staples Select Sector S

Description: Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Description: Financial guidance that came in short of estimates and increased spending on artificial-intelligence infrastructure look to be worrying investors. Adjusted earnings per share were $2.26, well ahead of Wall Street’s consensus estimate of $1.64, up from $1.47 last year. The big beat was largely driven by the company’s sale of its interest in the Ampere chip company to SoftBank for $2.7 billion, boosting pretax earnings by 91 cents a diluted share.

Description: Google stock fell amid OpenAI's release of a new AI model, a Disney investment in OpenAI, and a pull back in AI stocks spurred by Oracle.

Description: US benchmark equity indexes were mixed intraday, with the Dow Jones Industrial Average jumping and t

Description: Consumer stocks rose Thursday afternoon with the State Street Consumer Staples Select Sector SPDR ET

Description: Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Description: With significant hedge fund interest and upside potential, Nebius Group N.V. (NASDAQ:NBIS) secures a spot on our list of the 15 best AI stocks to watch in December 2025. Appearing in an interview with Reuters on December 3, 2025, Nebius Group N.V. (NASDAQ:NBIS)’s co-founder Roman Chernin spoke with optimism. He argued that demand for AI infrastructure can […]

Description: US equity indexes traded mixed midday Thursday as Oracle's (ORCL) quarterly results hurt technology

Description: Oracle (ORCL) stock continues to slide in Thursday's session after the cloud operator posted fiscal second quarter revenue that fell just shy of Wall Street estimates. Theory Ventures Founder Tomasz Tunguz posits that these AI infrastructure companies could be charging significantly more for their services. Tunguz comes on Market Catalysts to compare Oracle to the likes of Microsoft (MSFT) and Alphabet (GOOG, GOOGL) and comment on Oracle's relationship with OpenAI (OPAI.PVT). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: As AI fever has propelled global stocks to record highs, the data centres needed to power the technology are increasingly being financed with debt, adding to concerns about the risks. A UBS report last month said AI data centre and project financing deals surged to $125 billion so far this year, from $15 billion in the same period in ​2024, with more supply from the sector expected to be pivotal for credit markets in 2026. "Public and private credit seems to have become a major source of funding for AI investments, and ‌its rapid growth raised some concerns," said Anton Dombrovskiy, fixed income portfolio specialist at T. Rowe Price.

Description: Walt Disney (DIS) will invest $1 billion in OpenAI and allow the Microsoft-backed (MSFT) company's s

Description: Xoriant a premier digital engineering company, announces its recognition as a Microsoft Fabric Featured Partner, a milestone that reinforces its leadership in delivering unified analytics, AI-driven insights, and large-scale data modernization for global enterprises. This designation highlights Xoriant's deep capability across Fabric's unified analytics platform, from Lakehouse architecture and Real-Time Intelligence to Fabric Copilot, and affirms its ability to integrate AI seamlessly into busi

Description: “We won’t continue to develop a system that has the potential to run away from us,” Suleyman said in an interview on Bloomberg’s , adding that such a view should be an obvious, universal sentiment. Suleyman joined Microsoft early last year after the company acquired the intellectual property and much of the staff behind his startup, Inflection AI.

Description: Alphabet is gaining traction in the AI chip market.

Description: For Q4, Tech sector earnings are expected to be up +13% from the same period last year on +15.8% higher revenues, reflecting the 10th consecutive quarter of double-digit earnings growth.

Description: Nebius Group recently secured multi-billion-dollar, multi-year AI infrastructure contracts with Microsoft and Meta, raised about US$2.75 billion in convertible senior notes plus a US$1 billion equity offering, and continued positioning itself as a major alternative AI cloud provider in Europe and North America. At the same time, Nebius is using its AI cloud to back early-stage robotics and physical AI startups with US$1.5 million in compute credits, highlighting how it is cultivating future...

Description: ↗️ JPMorgan Chase (JPM): Shares of the largest U.S. bank rebounded 3.2% after a down day Tuesday stemming from new expense guidance. Banks in general performed well Wednesday in a broad market rally. ↗️ Cracker Barrel (CBRL): The restaurant chain's adjusted per-share quarterly loss was smaller than expected, but the company cut its annual outlook.

Description: Longtime readers know I’m a big fan of the Dan Benton school of investing. Benton, who once ran the world’s largest technology hedge fund, prioritized finding the best product cycles that can drive positive earnings surprises.

Description: For hardly the first time in its history, the company has come under the scrutiny of legal officials.

Description: Stock Market Today: The Dow Jones index rises Wednesday after the Fed rate cut. Microsoft stock sold off.

Description: Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% in USD, and up 13% in constant currency to $16.1 billion. Cloud revenues were up 34% in USD, and up 33% in constant currency to $8.0 billion. Software revenues were down 3% in USD, and down 5% in constant currency to $5.9 billion.

Description: Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

Description: Iren's blockbuster deal with Microsoft doesn't address the serious risks to its existing business.

Description: Both ETFs approach investing in the tech sector in different ways.

Description: Meta is looking to cut its metaverse spending by as much as 30% next year. Could it work wonders for the stock as the "year of efficiency" did in 2023?

Description: Investors are still going back and forth over whether there is an AI bubble surrounding markets (^DJI, ^IXIC, ^GSPC) or whether it is going to pop soon. One Wall Street analyst finds the chatter over the existence of an AI bubble "ridiculous." Humilis Investment Strategies CEO and Chief Investment Officer Brian Belski sits down with Market Catalysts host Julie Hyman to explain his thoughts on the AI trade, dynamic changes since the Dot-Com Bubble of the 1990s, and his view on the Magnificent Seven tech stocks. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Investing.com -- Marvell Technology Inc (NASDAQ:MRVL) shares surged over 2.7% Wednesday, paring some losses after CEO Matt Murphy forcefully denied reports that the semiconductor company had lost key business with hyperscale customers Amazon (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT). In a Tuesday interview with CNBC’s Jim Cramer, Murphy aggressively pushed back on speculation that had sent the stock spiraling earlier in the week, insisting, “from Tuesday to Friday, nothing changed. W