As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff.
Two of tech's most dominant companies just hit a milestone investors hoped to avoid.
Nvidia and Broadcom are each seeing huge demand for their computing equipment. Taiwan Semiconductor is the primary chip supplier for artificial intelligence (AI) hardware components.
Nvidia dominates the market for data center accelerators, but the company also has a booming networking business. In recent years, Wall Street analysts have consistently underestimated how much hypers
Forvis Mazars Wealth Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Sec
Chicago Partners Investment Group LLC increased its position in Microsoft Corporation (NASDAQ: MSFT) by 4.0% in the third quarter, according to the company in its most recent filing with the Securitie
AI start-up Anthropic's Claude Cowork AI agent was designed to simplify mundane tasks, including searching, assembling, and organizing files. The company released plug-ins last week to make it more he
Figma's IPO looked like a comeback for tech listings. Months later, retail was down big. The structure explains why.
Guru Stock PicksRobert Bruce has made the following transactions:Reduce in NEE by 1.49%Ray Dalio has made the following transactions:Reduce in CNX by 13.43%Sold
If recent market action feels confusing, it should. Over the past several weeks, many of the market's former leaders have been sharply repriced, in a trend that has been evolving for months.
The Federal Trade Commission (FTC) has been asking several of Microsoft's competitors about the company's business practices as part of an ongoing antitrust probe, Bloomberg reported Friday (Feb. 13),
Microsoft Corporation is rated Buy with a 36% upside to $545 fair value, driven by robust moats and double-digit growth. MSFT's economic moat remains strong across ~90% of its business, with Azure and
The potential disruption of sales and profits in this sector could be overblown. Investors have pushed down earnings multiples amid growing uncertainty about the future.
Amazon.com Inc. (AMZN) is now pressing up against a threshold it has not touched in nearly two decades. The shares fell another 0.8% on Friday, putting them on
Michael Burry has been erratically going bearish on the market multiple times in the past few years, but this time, he might have hit the nail on the head. Palantir (NASDAQ: PLTR) has cratered from it
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