Wright Investors Service Inc. reduced its position in Microsoft Corporation (NASDAQ: MSFT) by 5.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchan
Cerro Pacific Wealth Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 10.8% in the undefined quarter, according to its most recent disclosure with the SEC. The fu
Davis Rea LTD. lessened its holdings in Microsoft Corporation (NASDAQ: MSFT) by 11.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange
Wilmington Savings Fund Society FSB lessened its holdings in Microsoft Corporation (NASDAQ: MSFT) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the
Campbell and CO Investment Adviser LLC bought a new position in Microsoft Corporation (NASDAQ: MSFT) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutio
SemiAnalysis President Doug O'Laughlin criticized Microsoft's AI competitiveness while praising Amazon Web Services' scale and infrastructure execution.
IonQ has been a hot investment in the quantum computing space, but the stock carries an expensive premium, and its tech is still unproven. Microsoft has exposure to quantum computing, plus the safety
Tech stocks took a hit this week from the combination of concerns about AI spending and disruption. Some experts see the pullback as a healthy reset of expectations.
In the latest Investopedia reader sentiment survey, individual investors remain mostly confident and optimistic about future stock market returns despite the recent selloff in their favorite stocks, f
Iren's pivot from Bitcoin mining to Microsoft-backed AI infrastructure is redefining its long-term narrative, today, Feb. 6, 2026.
Guru Stock PicksTom Gayner has made the following transactions:Reduce in ADI by 12.37%Sold out in ADBEAdd in TMO by 12.54%New position in BRORichard Pzena has m
Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in
Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelera
Analyst Stefan Slowinski said the Big 5 hyperscalers now expect to spend nearly $700 billion in capex this year, up about 65% year over year.

Wall Street Roundup: Risk Off

01:25pm, Friday, 06'th Feb 2026
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and A
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