PEGA's specialized agentic AI focus offers superior upside versus MSFT's broader platform. Buy PEGA for concentrated AI exposure; hold/wait on MSFT for better entry.
Shares of Microsoft (NASDAQ:MSFT) gained 2.64% over the past  trading sessions, increasing the tech giant's one-month gain to 7.41%.
Both companies have bigger year-to-date gains than Nvidia, though the chipmaker has a larger market capitalization.
Big Tech is expected to see double the earnings growth of the S&P 500, as long as the group can maintain momentum in a key area.
The three stocks in this analysis, Apple, Google (Alphabet), and Microsoft are a bit mixed at the moment, as we look to continue the overall momentum, or lack of in some cases, going forward. However,
Microsoft employees aren't getting much time to take a breath between layoff rounds as thousands could be let go in early July, according to news reports.

Who Are Nvidia's Biggest Customers?

05:57am, Thursday, 26'th Jun 2025
Nvidia (NVDA 4.26%) doesn't disclose its exact customer list. However, the company is the leading supplier of data center chips for artificial intelligence (AI) workloads, and we know Amazon (AMZN -0.
LONDON--(BUSINESS WIRE)--ContractPodAi moves to Microsoft Azure OpenAI in Foundry Models to accelerate AI innovation in legal, compliance, procurement, and regulatory.
Cybersecurity researchers have identified online datasets that contained a whopping 16 billion login credentials across multiple platforms, including Apple, Facebook and Google. While it is unclear th
Microsoft and OpenAI are at odds over a contractual provision related to artificial general intelligence, The Information reported on Wednesday.
Silicon Valley is at odds over whether AI can reach and exceed humanlike intelligence, a milestone with major implications for the startup and technology giant's partnership.
MILWAUKEE , June 25, 2025 /PRNewswire/ -- Microsoft Corp., in collaboration with the Wisconsin Economic Development Corporation (WEDC), the University of Wisconsin-Milwaukee (UWM) and TitletownTech an
Dan Ives, Wedbush Securities global head of technology research, joins 'Closing Bell' to discuss why Ives is more bullish on Microsoft.
Microsoft (NASDAQ:MSFT) hasn't just pulled ahead in the great market cap race, it also seems to be pulling ahead in the so-called AI race, with a strategy that may soon pay big dividends as various us
Live Updates Live Coverage Updates appear automatically as they are published. Wall Street Is Bullish on NOW and STLA 11:31 am by Gerelyn Terzo Wall Street analysts are active today. Here are some add
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