Microsoft’s (NASDAQ:MSFT) stock had a really strong run through most of 2025, fueled by the company’s all-in bet on ...
Microsoft sell-off creates a 29% discount despite strong earnings and Azure demand. Read why MSFT stock discount is a steal.
Microsoft's AI capex is compressing near-term FCF, but bookings and RPO signal durable demand; debate centers on ROIC. Click ...
Forget "AI or bust." Microsoft's multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
This week, Microsoft stock (NASDAQ:MSFT) received a rare downgrade on Wall Street. Stifel analyst Brad Reback cut the rating ...
It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The plugins were markdown files on GitHub. They covered legal document review, ...
ServiceNow’s NOW shares have plunged 41.9% over the past three months, significantly lagging the Zacks Computer and ...
Procter & Gamble is riding this year's surge in the consumer staples sector — and there are reasons to believe the rally is ...
If recent market action feels confusing, it should. Over the past several weeks, many of the market’s former leaders have been sharply repriced, in a trend that has been evolving for months.
Microsoft beat earnings expectations, but shares fell as investors weighed strong Azure growth against rising AI-related capital spending.
We came across a bullish thesis on General Dynamics Corporation on The Boring Finance Guy’s Substack. In this article, we ...
Veteran investors say volatility in equity markets is driven by high valuations and liquidity amplifying the market’s every ...