Gabriel Shahin breaks down why mega caps still looks strong by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA)
Fear that artificial intelligence will render traditional software subscriptions obsolete has driven a broad and, in many cases, deeply indiscriminate selloff across the software sector. Companies wit

Microsoft Rises 4%, Resists NASDAQ Downtrend

01:22pm, Friday, 15'th May 2026
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides.
4:15pm: Rising yields pressure stocks Stocks lost steam heading into the close on Friday, with the major averages pulling back from recent record highs as...
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks.
Marley Kayden breaks down why Arista Networks (ANET) is down 15% this month and why Raymond James still upgraded the stock to outperform. The firm says AI growth trends and demand from Meta Platforms
Ackman, 60, wrote in a lengthy X post that Microsoft operates “two of the most valuable franchises in enterprise technology” in the form of its 365 productivity apps, which include Word and Excel,
Legendary investor Bill Ackman is known for years of activist investing with big stakes in companies and pushing for changes. In recent quarters, Ackman has shown a preference to buying Magnificent Se
Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.
Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), according to a post on the social media platform
Microsoft (NASDAQ:MSFT) stock is moving higher this morning, after Pershing Square's Bill Ackman revealed a new stake in the tech giant, calling the company an attractive AI play following its post-e
Microsoft Corp (NASDAQ:MSFT) shares are rising on Friday. A major investment firm revealed it has built a new position in the company, arguing that the recent pullback created an attractive entry poin
Markets don't move in a straight line - and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled re
Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.
The market has been anything but subtle in its treatment of Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) in 2026.
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