
The secrets to success that Microsoft, Meta, Lilly and Texas Instruments all share
The fundamentals of high-quality stocks, from a fund manager who handily beats the market.

A Wall Street Analyst Just Downgraded Microsoft. Should Investors Be Worried?
Nearly all of the analysts that cover Microsoft have a "buy" rating on the stock. D.A. Davidson Managing Director Gil Luria said he has concerns about Microsoft's perceived lead in artificial intel...

Is There Still Time to Buy These 2 Artificial Intelligence (AI) Stocks That Are Up 37% and 190%?
Microsoft's valuation is increasingly problematic as its stock continues to climb. Most investors see Nvidia as the most crucial AI stock, but that perception poses challenges.

The Fed Just Lowered Interest Rates. Here's My Top Growth Stock to Buy Now.
Lower interest rates are a coiled spring for companies like Microsoft to accelerate AI spending. Microsoft just raised its dividend to a record high and authorized a massive share buyback program.

3 of Joel Greenblatt's Top 5 Stocks Are S&P 500 ETFs. These Are the 2 Stocks That Aren't
The publication in 2005 of Joel Greenblatt's book “ The Little Book That Beat the Market ” caused a sensation as it opened up a unique opportunity for investors.

Better Artificial Intelligence (AI) Stock: Microsoft vs. Oracle
Microsoft's early-mover advantage in AI has been a tailwind for the company in multiple areas. There has been a spurt in demand for Oracle's cloud infrastructure to train AI models, paving the way ...

Microsoft Will Overcome Capacity Constraints For AI Training And Inferencing
Microsoft Corporation is accelerating data center capacity to catch up to AI demand, partnering with Oracle and other hyperscalers to offset some of the pressure. FY24 capital investments increased...

Sam Altman tells OpenAI employees he hasn't received 'giant equity stake' in company
At an all-hands meeting Thursday, OpenAI CEO Sam Altman denied reports that he received a "giant equity stake" in the company. OpenAI Chairman Bret Taylor told CNBC that the board has talked about ...

Constellation Energy's Nuclear Deal With Microsoft Is a Home Run
Constellation Energy NASDAQ: CEG has been amongst the hottest stocks in the market in 2024, with its shares up 125%. Those aren't the types of returns people usually associate with utility companie...

Microsoft to spend $1.3 bln in Mexico on cloud, AI tech
Tech giant Microsoft will invest $1.3 billion over the next three years to build up its infrastructure in Mexico for cloud computing and artificial intelligence, the company announced on Tuesday.

Nvidia Got Amazing News From Microsoft's Chief Technology Officer
Microsoft believes we are still very early in the artificial intelligence revolution.

Microsoft may pay Constellation premium in Three Mile Island power agreement, Jefferies says
Microsoft is estimated to pay Constellation Energy a premium as part of a long-term power purchase agreement (PPA) related to the Three Mile Island nuclear plant in Pennsylvania, Jefferies analysts...

DA Davidson's Gil Luria explains his Microsoft downgrade
DA Davidson senior software analyst Gil Luria joins 'Closing Bell Overtime' to explain his downgrade of Microsoft.

Microsoft details ‘largest cybersecurity engineering effort in history' — securing its own code
Microsoft gave new details about its security initiatives on Monday morning, less than five months after CEO Satya Nadella and security leader Charlie Bell outlined a series of reforms to address c...

Microsoft downgraded by DA Davidson citing AI competition: time to sell?
Microsoft Corp. (NASDAQ: MSFT) faced a shift in analyst sentiment on Monday, September 23, as DA Davidson downgraded the tech giant from a Buy to a Neutral rating while maintaining a $475 price tar...
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