Bordeaux Wealth Advisors LLC raised its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 2.8% during the second quarter, according to its most recent disclosure with the Securities and Ex
BLB&B Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 1.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission
Moody's warns: Top AI firms are fueling a $120B debt. Discover why Mark Zandi says this leverage makes the AI bubble riskier than Y2K.

Microsoft: I Don't See An AI Bubble

12:55am, Tuesday, 02'nd Dec 2025
Microsoft's recent pullback is largely driven by overspending concerns, despite a strong 1Q FY2026 report. 2Q FY2026 Azure revenue growth is expected to come in at 39%–40% YoY, in line with 1Q level

Is Microsoft Stock a Good Buy for 2026?

10:30pm, Monday, 01'st Dec 2025
Even with a $3.6 trillion market capitalization, Microsoft continues to deliver double-digit growth in sales and profits. AI demand is fueling impressive growth in Microsoft's cloud business.
Microsoft's business is steadier than Alphabet's. Alphabet's business depends on advertising spending.
In a carefully worded announcement on Monday, Apple said John Giannandrea, who has been the company's AI chief since 2018, is “stepping down” to, well, not work at Apple anymore. He'll stick aroun
Major stock indexes pulled back as the final trading month of the year began, with shares of big tech and cryptocurrency-tied firms falling amid risk-off sentiment.
John Giannandrea, senior vice president for Machine Learning and AI Strategy at Apple, is stepping down from his role, the company announced Monday. Amar Subramanya, an AI researcher who most recently
At first glance, the Magnificent Seven had a bit of a stinker of a third quarter. But dig deeper, and there's reason to believe Wall Street is underestimating tech's heavy hitters.
America is going all out in the global AI battle.
Analysts highlight Marvell potential, powered by AI and non-AI optical markets, plus accelerating XPU and Custom IC deployments.
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
Better tech dip to buy, Microsoft or Meta? One stock to own for the next 10 years?
SANTA CLARA, Calif.--(BUSINESS WIRE)---- $MRVL #AI--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that Microsoft expanded the use ca
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