Guru Stock PicksBernard Horn has made the following transactions:Reduce in XSWX: BARN by 39.89%Sold out in CGAdd in TSN by 18.45%New position in HKSE:01299Stock
Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.
SAN FRANCISCO, Feb. 23, 2026 (GLOBE NEWSWIRE) -- AI/R today announced the availability of Llia in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solution
Evercore ISI analysts have outlined what could be a notable divergence emerging inside the AI infrastructure buildout, with Microsoft (MSFT) standing out as the
Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff.
Microsoft's new top gaming exec has the trust of Satya Nadella, a track record running platforms at Facebook, Instacart, and Microsoft's AI division, and a goal to protect Xbox's "renegade spirit.
U.S. technology giants Alphabet , Amazon , Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridge
While David Tepper reduced positions in GPU stocks in Q4, he was buying other artificial intelligence (AI) infrastructure stocks. Meanwhile, he added to his positions in a few hyperscalers, including

5 Oversold Stocks to Buy Before They Rebound

10:59am, Monday, 23'rd Feb 2026
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court's ruling on the Trump Administration's emergency tariffs may mean for markets. They also
A banking giant has suggested that Microsoft (NASDAQ: MSFT) stock still has potential upside despite the ongoing drop in prices.
A banking giant has suggested that Microsoft (NASDAQ: MSFT) stock still has potential upside despite the ongoing drop in prices.
Microsoft's products aren't ones users cut during a downturn. Alphabet's advertising business will get hit, but emerge just fine.
HERNDON, Va.--(BUSINESS WIRE)--Microsoft has approved Everfox's Trusted Thin Client product as the first Cross Domain secure access solution for Microsoft Azure clouds.
Broadcom and Microsoft have grown their quarterly dividend at double-digit annual rates in the last five years. Broadcom has a massive $73 billion order backlog for custom AI chips and networking comp
REDWOOD SHORES, Calif.--(BUSINESS WIRE)-- #agenticAI--Reltio®, the leader in context intelligence, today announced it has earned the Azure Certified Software designation. This distinction validates t
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