Microsoft: It Is Just A Dip, Not A Bargain

12:41am, Thursday, 05'th Feb 2026
Microsoft has declined over 20% from its high but remains only fairly valued, not a bargain. Microsoft's valuation multiples have moderated—P/E at 26.9 and P/FCF at 41.5—but still require sustaine
Jensen Huang said that AI will use existing software platforms as tools. A number of large software stocks are down more than 25% from recent peaks.
Microsoft's Azure growth outperformed expectations. The market finally got a number for how much Meta Platforms plans to spend on capital expenditures during 2026.
Exploring the Investment Moves of a Seasoned Value Investor Ronald Muhlenkamp (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2
Insightful Moves in the Fourth Quarter of 2025 Manning and Napier Group, LLC (Trades, Portfolio) recently submitted its 13F filing for the fourth quarter of 2025
IREN Ltd (NASDAQ: IREN) used to dig for Bitcoin (CRYPTO: BTC). Now it wants to mine the cloud.
Meta offers a cleaner, more robust AI monetization story versus Microsoft, with superior unit economics and accelerating revenue growth. MSFT faces execution risks tied to backlog concentration with O
Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in.
The tech behemoth's business has been outperforming expectations. Yet, the stock trades at three-year lows in multiple valuation metrics.
OpenAI has struck several massive deals with chipmakers and cloud computing providers. These three stocks may have the most riding on OpenAI's success.
Microsoft's security boss, Charlie Bell, is moving to a new role as an individual contributor. The company hired Google executive Hayete Gallot to replace him.
Microsoft cybersecurity head Charlie Bell will take on a new role around engineering quality. Hayete Gallot will rejoin Microsoft, replacing Bell, after a short stint in leadership in Google's cloud d
Alphabet Inc. (GOOG) heads into earnings after the close with investor expectations stretched, following a sharp re-rating that has pushed the stock to record l

1 Stock I'm Buying in 2026 and Holding Forever

10:00am, Wednesday, 04'th Feb 2026
Its longevity lies in its importance.

Why Microsoft Fell 11% in January

09:19am, Wednesday, 04'th Feb 2026
Microsoft's stock declined in January, despite reporting strong earnings. The company also unveiled Maia 200, its industry-leading inference chip.
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