7:33 AM | Friday | Oct 9, 2026
NYU Stern School of Business professor Aswath ‘The Dean of Valuation' Damodaran sees a basic split across corporate America in 2026. Soaring headline earnings have kept stock indexes buoyant despite surging yields.
Read full articleNYU Stern School of Business professor Aswath ‘The Dean of Valuation' Damodaran sees a basic split across corporate America in 2026. Soaring headline earnings have kept stock indexes buoyant despite surging yields.
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India has accused U.S. Vice President JD Vance of using "terminology that carries painful historical and colonial legacy connotations," which was "deeply offensive." Vance warned companies on Thursday that they "cannot lay off American workers and then replace them with foreign indentured servants.
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Two Sigma Securities LLC purchased a new position in Microsoft Corporation (NASDAQ: MSFT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,019 shares of the software giant's stock, valued at approximately $2,245,000. A number of other hedge
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Aegis Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ: MSFT) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,422 shares of the software giant's stock, valued at approximately $1,276,000. Microsoft comprises
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Gould Capital LLC boosted its stake in Microsoft Corporation (NASDAQ: MSFT) by 19.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,223 shares of the software giant's stock after purchasing an additional 2,029 shares during the quarter. Microsoft
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Occidental Asset Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 43.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 85,268 shares of the software giant's stock after purchasing an additional 25,650
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Focused Alpha LLC grew its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 8.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 34,522 shares of the software giant's stock after buying an additional 2,781 shares during the quarter. Microsoft accounts for
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Meeder Advisory Services Inc. lifted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 4.6% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 169,135 shares of the software giant's stock after purchasing an additional 7,479 shares during
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K.J. Harrison and Partners Inc increased its position in Microsoft Corporation (NASDAQ: MSFT) by 25.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,540 shares of the software giant's stock after acquiring an additional 8,569 shares during the period.
UNIVEST FINANCIAL Corp raised its stake in Microsoft Corporation (NASDAQ: MSFT) by 4.1% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 183,288 shares of the software giant's stock after buying an additional 7,239 shares during the quarter. Microsoft
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Meeder Asset Management Inc. grew its holdings in Microsoft Corporation (NASDAQ: MSFT) by 5.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 273,833 shares of the software giant's stock after buying an additional 13,583 shares during the period. Microsoft accounts for about
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Texas Capital Bank Wealth Management Services Inc boosted its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 2.8% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 63,007 shares of the software giant's stock after purchasing an additional 1,691 shares during the period.
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Adobe and Microsoft were hit by the same US immigration crackdown on Thursday, but Wall Street treated their shares very differently. Adobe stock (NASDAQ: ADBE) jumped 3.56% to $241.05 on October 8, while Microsoft fell 1.35% to $522.
61.
The Trump administration suspended Microsoft, Adobe, and others from the PERM program. VP JD Vance said Microsoft abused the PERM program more than any other company.
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The Trump administration suspended Microsoft, Adobe, and other tech companies from a federal visa program. Immigration attorneys BI talked to said they would tell affected H-1B workers to check their status and seek legal counsel.
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Both are essential to the AI chip build-out, but they carry very different risk profiles depending on where they sit in the supply chain.
Read full articleMicrosoft (MSFT -1.35%) stock has rallied off its lows.
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Hypercall just posted a massive month trading options on Hyperliquid's infrastructure, but the platform's explosive growth hides a critical detail that every HYPE holder needs to understand before getting excited.
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Enormous spending on artificial intelligence infrastructure has driven the entire stock market higher in recent years.
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Microsoft (MSFT) is facing a new U.S. immigration-related constraint after the government suspended the company from using the PERM labor-certification program,
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Microsoft (MSFT), the cloud and operating-system giant, advanced its push to split AI workloads between Windows PCs and the cloud, with shares up approximately
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Microsoft MSFT ) is strengthening its position in artificial intelligence after expanding its collaboration with Nvidia NVDA ) and introducing a new generation of AI-powered Windows PCs.
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President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
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The Donald Trump administration suspended Microsoft Corp. (NASDAQ:MSFT) and Adobe Inc. (NASDAQ:ADBE) from the Department of Labor's Permanent Labor Certification, or PERM, program, which companies use to sponsor eligible foreign workers for permanent U.S. residency, reported Reuters.
Retirees are swapping bonds for a high-yield ETF that pays nearly three times more every month, but the real job of a bond allocation has nothing to do with income.
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The Labor Department suspended Microsoft from the federal program it uses to help foreign workers stay in the U.
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Bank of America just revised its Big Tech capex forecast into trillion-dollar territory, and now investors want to know which AI spender actually earns that money back.
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When Medicare backdated his Part A coverage six months into the past, it quietly turned months of perfectly legal HSA deposits into a tax problem he never saw coming. Laid-off workers near 65 face a hidden deadline that no severance packet mentions.
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MSFT's AI capex tops $175 billion as Azure growth, a $678 billion backlog and strong Copilot demand bolster the case for sustainable returns.
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Two tech titans are folding AI into the products billions already use, and that's exactly what makes them built to last.
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/PRNewswire/ -- Wall Street Investor News Commentary - Worldwide spending on artificial intelligence is forecast to reach $2.59 trillion in 2026, up 47% from
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The Trump administration is suspending Microsoft, Adobe, and several other technology companies from a program that helps skilled foreign workers obtain permanent residency in the United States, accusing the companies of fraud.
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Rising stocks can make caution feel expensive. Sell because trouble looks inevitable, and every subsequent gain becomes a reminder that protecting your money has an opportunity cost. Stay invested, however, and a sudden downturn can erase years of progress. The challenge is separating evidence that stocks are expensive from evidence that they are about to
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The U.S. Labor Department announced it would suspend Microsoft and Adobe from its Permanent Labor Certification. Labor Secretary Keith Sonderling said Cognizant, Infosys, Capgemini, Tata, Wipro and HCL were also suspended from the program.
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Microsoft Corp (NASDAQ:MSFT)Â unveiled the Surface Laptop Ultra in San Francisco as it pushes deeper into AI-powered personal computers and takes aim at Apple's MacBook Pro. The new laptop is built around Nvidia's RTX Spark superchip, which combines a central processing unit with Blackwell graphics technology and up to 128 gigabytes of unified memory for running AI models locally.
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The biggest number in the Trump Accounts rollout isn't the $1,000 government contribution. It is the nearly 70 million children now sitting inside a new investment system — one that initially directs contributions into a single State Street ETF.
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Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns or pressure free cash flow for years.
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The new division, dubbed XP, aims to help Xbox's roster of video games grow their fan bases, and connect with them more deeply, Microsoft said.
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Microsoft just built its most powerful laptop ever and left Intel out of it entirely, raising a question every PC investor should be asking about who controls the market going forward.
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Microsoft Corp. (MSFT, Financials), the software and cloud computing business, is confronting a familiar conundrum with a sharper edge: How much AI infrastructu
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Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsDow futures fall sharply: U.S. stock futures dropped over 500 points
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Italy's antitrust authority said on Thursday it had launched a probe into several Microsoft-owned video-game makers over their use of ​virtual currencies.
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When Fox News asked Jeff Bezos what a retiree should own in an age of AI hype, his answer surprised the anchor and left a single word doing all the heavy lifting.
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Trust Co. of Vermont purchased a new position in Microsoft Corporation (NASDAQ: MSFT) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 254,322 shares of the software giant's stock, valued at approximately $94,867,000. Microsoft comprises approximately 3.5% of Trust Co.
of Vermont's
Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Microsoft Corporation (NASDAQ: MSFT) by 5.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,161,916 shares of the software giant's stock after buying an additional 1,003,560 shares during the quarter.
OneDigital Investment Advisors LLC trimmed its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 1.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 236,371 shares of the software giant's stock after selling 2,469 shares during the period. Microsoft
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Pallas Capital Advisors LLC boosted its stake in Microsoft Corporation (NASDAQ: MSFT) by 1.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 160,335 shares of the software giant's stock after acquiring an additional 2,511 shares during the period.
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Oak Barrel Wealth Advisory LLC purchased a new stake in Microsoft Corporation (NASDAQ: MSFT) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 7,786 shares of the software giant's stock, valued at approximately $2,904,000. Microsoft makes up 1.3% of Oak Barrel Wealth Advisory
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Privium Fund Management UK Ltd grew its position in Microsoft Corporation (NASDAQ: MSFT) by 11.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,200 shares of the software giant's stock after acquiring an additional 3,000 shares during
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Plato Investment Management Ltd increased its holdings in Microsoft Corporation (NASDAQ: MSFT) by 2.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 175,526 shares of the software giant's stock after purchasing an additional 4,799 shares during the quarter. Microsoft
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Principle Wealth Partners LLC increased its position in Microsoft Corporation (NASDAQ: MSFT) by 1.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 116,758 shares of the software giant's stock after buying an additional 2,104 shares during the quarter. Microsoft accounts
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Panoramic Capital Partners LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 40.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,149 shares of the software giant's stock after selling 7,004 shares during the quarter. Microsoft makes up about
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Pursue Wealth Partners LLC lessened its stake in Microsoft Corporation (NASDAQ: MSFT) by 29.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,837 shares of the software giant's stock after selling 6,928 shares during the period. Microsoft accounts for 3.5% of
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Performance Wealth Partners LLC reduced its holdings in Microsoft Corporation (NASDAQ: MSFT) by 30.5% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 316,280 shares of the software giant's stock after selling 138,818 shares during the quarter. Microsoft makes up 2.9% of Performance
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Focused Wealth Management Inc lifted its position in Microsoft Corporation (NASDAQ: MSFT) by 9.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,779 shares of the software giant's stock after purchasing an additional 1,954 shares during the quarter. Microsoft
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Deutsche Bank AG decreased its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 0.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,564,249 shares of the software giant's stock after selling 53,375 shares during the quarter. Microsoft accounts for
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Firetrail Investments PTY Ltd. purchased a new stake in Microsoft Corporation (NASDAQ: MSFT) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 19,160 shares of the software giant's stock, valued at approximately $7,104,000. Microsoft makes up approximately 2.0% of Firetrail Investments PTY
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Bank of America just revised its Big Tech capex forecast into trillion-dollar territory, and now investors want to know which AI spender actually earns that money back.
Read full article
MSFT's AI capex tops $175 billion as Azure growth, a $678 billion backlog and strong Copilot demand bolster the case for sustainable returns.
Read full article
Two tech titans are folding AI into the products billions already use, and that's exactly what makes them built to last.
Read full article
/PRNewswire/ -- Wall Street Investor News Commentary - Worldwide spending on artificial intelligence is forecast to reach $2.59 trillion in 2026, up 47% from
Read full article
The Trump administration is suspending Microsoft, Adobe, and several other technology companies from a program that helps skilled foreign workers obtain permanent residency in the United States, accusing the companies of fraud.
Read full article
Rising stocks can make caution feel expensive. Sell because trouble looks inevitable, and every subsequent gain becomes a reminder that protecting your money has an opportunity cost. Stay invested, however, and a sudden downturn can erase years of progress. The challenge is separating evidence that stocks are expensive from evidence that they are about to
Read full article
The U.S. Labor Department announced it would suspend Microsoft and Adobe from its Permanent Labor Certification. Labor Secretary Keith Sonderling said Cognizant, Infosys, Capgemini, Tata, Wipro and HCL were also suspended from the program.
Read full article
Microsoft Corp (NASDAQ:MSFT)Â unveiled the Surface Laptop Ultra in San Francisco as it pushes deeper into AI-powered personal computers and takes aim at Apple's MacBook Pro. The new laptop is built around Nvidia's RTX Spark superchip, which combines a central processing unit with Blackwell graphics technology and up to 128 gigabytes of unified memory for running AI models locally.
Read full article
The biggest number in the Trump Accounts rollout isn't the $1,000 government contribution. It is the nearly 70 million children now sitting inside a new investment system — one that initially directs contributions into a single State Street ETF.
Read full article
Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns or pressure free cash flow for years.
Read full article