There are plenty of reasons to be concerned about the direction the market is heading right now. Whether it's GDP, jobs reports, or various measures of CPI, most key indicators suggest we could be due

Why I've Changed My Mind on Microsoft Stock

10:00pm, Saturday, 14'th Mar 2026
Microsoft's commercial remaining performance obligations climbed to $625 billion in its fiscal second quarter. A staggering 45% of the software giant's commercial backlog comes from a single customer,
AI stocks are among the top holdings in Loeb's $7.2 billion portfolio. These stocks have driven the market higher over the past few years but began facing headwinds in the fourth quarter of 2025.
Motley Fool research shows that relatively few businesses are actively using AI. More AI infrastructure is needed to support AI demand.
Microsoft stock is trading down big despite solid growth for the company. Nvidia and Broadcom see huge computing demand.
Investors are increasingly concerned about how much large tech companies are spending to build out AI-related infrastructure. Wall Street analysts believe the sell-off is overblown and see stocks on s
Nvidia is benefiting from the shift to GPU-accelerated computing and the rapid growth of inference workloads. TSMC plays a crucial role in manufacturing cutting-edge chips required to build the global
Don Nesbitt covers the energy trade and the AI trade. “AI is still going to be a major influence on markets,” he says, especially around productivity.
Microsoft has pulled back sharply from all-time highs, now trading near $400, despite robust financials and cloud growth. I see Azure's 39% YoY growth and $51.1B quarterly cloud revenue as evidence of
Brown Brothers Harriman and Co. reduced its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 1.0% during the third quarter, according to its most recent 13F filing with the Securities and
Glenmede Investment Management LP reduced its stake in Microsoft Corporation (NASDAQ: MSFT) by 1.6% during the undefined quarter, according to the company in its most recent filing with the Securities
FORA Capital LLC raised its holdings in Microsoft Corporation (NASDAQ: MSFT) by 44.7% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned
FreeGulliver LLC grew its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 203.1% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 6,332 shares of t
Benchmark Investment Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ: MSFT) in the undefined quarter, according to its most recent filing with the Securities and Exchan
Microsoft (NASDAQ: MSFT - Get Free Report) and Pegasystems (NASDAQ: PEGA - Get Free Report) are both computer and technology companies, but which is the better business? We will compare the two busine
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