Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) reacted quite negatively after getting slapped with pretty significant downgrades earlier in the week, courtesy of Rothschild & Co.
The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financial
Stock News Nvidia crushes Q3 and guides higher: Nvidia (NVDA) reported record Q3 FY26 revenue of $57.0B (+62% y/y) and guided Q4 sales to $65B, citing “off th
NEW YORK & LONDON & HONG KONG--(BUSINESS WIRE)--Options Expands Microsoft Cloud Solution Partner (CSP) Direct Bill Capabilities to Latin America and the Caribbean Region.
Brookfield Asset Management's (BAM) latest move lands like another signal that the AI build-out is still in its early innings. The firm has launched the Brookfi
NEW YORK--(BUSINESS WIRE)--Ethyca, the enterprise software company building context-aware data infrastructure for the AI era, today announced the appointment of Julie Brill, Expert-in-Residence at Har
Nvidia reported quarterly results that handily topped Wall Street expectations, sending the stock sharply higher in after-hours trading.
Insightful Analysis of Jeff Auxier (Trades, Portfolio)'s Third Quarter 2025 13F Filing Jeff Auxier (Trades, Portfolio) recently submitted the 13F filing for th
Saudi Arabian sovereign wealth fund the Public Investment Fund, Saudi information technology company SITE and Microsoft signed a memorandum of understanding to explore the delivery of Microsoft's sove
Google's AI momentum has brought its market capitalization within striking distance of Microsoft's. Can Microsoft keep its lead?
Satya Nadella thinks Microsoft needs a reboot for AI just like it did in the early cloud days. Nadella tapped a new adviser to "rethink the new economics of AI," according to an internal memo.

Amazon: Anthropic X Microsoft Deal Changes Nothing

11:25am, Wednesday, 19'th Nov 2025
I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in
Guggenheim reaffirmed its $675 price target on Microsoft (MSFT, Financials) after the company's annual Ignite conference in San Francisco, maintaining its Buy r

Why Is Everyone Talking About Microsoft Stock?

10:49am, Wednesday, 19'th Nov 2025
The tech giant is exciting investors with a backlog that is soaring to hundreds of billions of dollars.
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