Microsoft

Microsoft

Yahoo Finance • 6 hours ago

Jim Cramer Was Left Impressed By Microsoft Corporation (NASDAQ:MSFT)’s Conference Call

Microsoft Corporation (NASDAQ:MSFT)'s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July. The shares closed a strong 15.5% higher on July 30th, the day afte... Full story

Yahoo Finance • 9 hours ago

Nvidia customers face over 15% server price hikes as memory costs soar - report

Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp's artificial intelligence chips, with some of the chipmaker's biggest customers facing increases of more than 15%, Bloomberg News reported o... Full story

Yahoo Finance • 11 hours ago

Marvell investors must carefully consider latest Google deal

Most chip suppliers spend years trying to win a single hyperscale customer. Marvell Technology (MRVL) just deepened its ties with all three of the largest ones, and it did so by giving Google a reason to keep spending. On August 19, 2026... Full story

Yahoo Finance • 12 hours ago

Forget JEPI: BlackRock’s Answer Pays 7.6%, Charges the Same 0.35%, and Beat It by 10 Points This Year

Quick Read BALI matches JEPI's 0.35% fee and 7.6% yield but has outpaced it by 10 points in 2026 through heavier mega-cap tech exposure. Investors in IRAs can swap JEPI for BALI cleanly, while taxable account holders should redirect new c... Full story

Yahoo Finance • 12 hours ago

The Smartest ETF to Buy With $750 Right Now

The Invesco QQQ Trust (NASDAQ: QQQ) currently trades at more than $710 a share. So, if you have $750 to invest right now, you could buy one share of this top ETF and have a little cash left over. Here's why that would be a smart investmen... Full story

Yahoo Finance • 13 hours ago

Microsoft Has Something Nvidia Doesn’t and Here’s Why it Matters

Quick Read Microsoft's $678 billion commercial backlog and Azure's explosive growth underpin a $590 price target implying 22% upside. MSFT's $332 billion in recurring revenue tops NVDA's total, while GOOGL trades cheaper at a forward P/E... Full story

Yahoo Finance • 14 hours ago

AI’s Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex

Quick Read UBS projects hyperscalers will spend $4.1 trillion on AI infrastructure from 2026 to 2028, tripling the $1.3 trillion deployed over the previous six years. Amazon, Alphabet, and Microsoft will collectively spend 102% of their c... Full story

Yahoo Finance • 16 hours ago

Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income

I think Realty Income (NYSE: O), not a tech stock like Microsoft (NASDAQ: MSFT) or Apple (NASDAQ: AAPL), is the best dividend stock to buy for passive income. While tech companies can deliver growth, Realty Income provides income investors... Full story

Yahoo Finance • 17 hours ago

Amazon Stock Is Historically Cheap. Is This a Once-in-a-Decade Buying Opportunity?

Quick Read Amazon trades at 23x forward earnings, a valuation more typical of a mature retailer, even though AWS is growing 37% and carries a $496 billion backlog. Microsoft's Azure trails AWS's 37% growth yet commands a richer multiple,... Full story

Yahoo Finance • 17 hours ago

Anthropic market debut could break SpaceX IPO record: media

Anthropic is the maker of the Claude articial intelligence models (Nicolas TUCAT) The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported. Elon... Full story

Yahoo Finance • 18 hours ago

These 3 AI stocks are bought by both hedge funds and mutual funds

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-relate... Full story

Yahoo Finance • yesterday

Jefferies Just Said Sell Apple (AAPL). Here’s the iPhone Feature That Got Canceled

On August 10, Jefferies downgraded Apple Inc. (NASDAQ:AAPL) to underperform from hold, cutting its price target to $263.66 from $285.56, implying roughly a 16% downside from Friday's close of $313.33. Analyst Edison Lee said supply chain c... Full story

Yahoo Finance • yesterday

Alphabet (GOOGL): Google’s AI Boss Just Stepped Back. Is DeepMind Falling Apart?

Demis Hassabis, the Nobel Prize-winning co-founder of Google DeepMind, is stepping down from running the AI lab day-to-day. He's becoming DeepMind's chairman and taking on a new role as Alphabet Inc. (NASDAQ:GOOGL)'s chief scientist, while... Full story

Yahoo Finance • yesterday

NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been t... Full story

Yahoo Finance • yesterday

Goldman Sachs Sees Nvidia Setup Few Expect

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) remains the biggest AI stock that U.S. large-cap mutual funds are reluctant to fully own, according to Goldman Sachs data, creating a potentially important positioning setup f... Full story

Yahoo Finance • yesterday

Microsoft Just Won One of Its Biggest AI Customers

This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) has quietly become one of Microsoft's (NASDAQ:MSFT) largest AI customers, reportedly spending hundreds of millions of dollars annually through Azure. For investors, th... Full story

Yahoo Finance • yesterday

Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That's starting to change. The Information reports Microsoft is preparing to launch its new... Full story

Yahoo Finance • yesterday

If Treasuries were a 'safe haven' at $30T, what are they at $40T?

[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Market strategists are raising pointed concerns about the traditional safe-haven status of U.S. Treasuries (IEF [https://seekingalpha.com/sy... Full story

Yahoo Finance • 2 days ago

Even The Calm Reading On Palantir Puts Nearly Half The Position In Play

Image from Pixabay The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction. Palantir Technologies (PLTR) trades at about $173.96, a... Full story

Yahoo Finance • 2 days ago

Hyperscalers Will Spend $750 Billion on AI This Year. Cummins Sells the Backup Power.

Data centers can't simply shut down when the grid fails. That's why these facilities require enormous backup generators capable of providing electricity almost immediately. That's exactly what Cummins (NYSE: CMI) provides. The company bes... Full story