It's easy to give up on software stocks (especially SaaS companies) or write off the future of the industry entirely. And while the powerful new AI and agentic tools are profound innovations that coul
While Amazon stock has struggled over the past year, its standing among tech and retail competitors remains a tale of two industries. A detailed analysis reveals solid revenue growth and a reasonable
Volatility and dispersion are the likely key themes for 2026. The sky-high valuations and increasingly shaky economic/financial fundamentals support that view. At the same time, the market's "put mech
Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set to reshape cloud economics and reward scale players despite near-term m
Amalgamated Bank boosted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 0.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional
Microsoft is rated Buy after its recent pullback, with valuation now attractive and strong growth persisting. MSFT's Q2 headline results were robust, led by 28% constant currency growth in Intelligent
If you want to own the entire investable US stock market in a single trade, VTI does exactly that. Vanguard Total Stock Market ETF (NYSEARCA:VTI) holds more than 3,500 stocks spanning every sector and
Florida Trust Wealth Management Co trimmed its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 2.2% during the third quarter, according to the company in its most recent Form 13F filing
Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap.
Fiduciary Family Office LLC increased its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 7.8% during the third quarter, according to the company in its most recent 13F filing with the S
J.Safra Asset Management Corp boosted its position in Microsoft Corporation (NASDAQ: MSFT) by 17.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and
Harel Insurance Investments and Financial Services Ltd. lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 92.5% in the undefined quarter, according to the company in its most recent 13F f
Quantum Portfolio Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 45.1% during the undefined quarter, according to its most recent Form 13F filing with the Sec
The market is taking a sledgehammer to software stocks, dragging down the tech sector.

Microsoft: I Bought This Dip

05:26pm, Tuesday, 10'th Feb 2026
Microsoft has just experienced a sell-off due to fears about rising CAPEX. Investors tend to correlate CAPEX with Azure growth too directly and ignore other initiatives of Microsoft. Rising CAPEX (66%
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