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MSFT

Microsoft: A Brilliant Business, But Here’s Why It’s Not In My Portfolio

Microsoft's overvaluation, when compared to its peers, was traditionally justified by its strong narrative. Read why I'm neutral on MSFT stock...

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ClearBridge Large Cap Growth ESG Strategy Q1 2025 Commentary

The ClearBridge Large Cap Growth ESG Strategy outperformed its Russell 1000 Growth Index benchmark in the first quarter. Read more here...

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TSS: A Fast-Growing AI Data Center Systems Integrator

AAPL MSFT

PFM: Dividend Growth ETF With High Fees And Average Result

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ClearBridge Appreciation ESG Strategy Q1 2025 Commentary

Market’s sector performance exhibited a defensive posture in Q1 with health care, consumer staples, utilities and real estate the top-performing industries, outside of energy...

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Trump Exempts Some Electronics, Including Smartphones, From Tariffs on China

President Trump’s tariff exemptions on some electronics are the latest twist in U.S. trade policy and could benefit companies such as Apple, Microsoft, Dell, Samsung and others that manufacture some products abroad...

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Apple, Nvidia, and Microsoft can ‘breathe a huge sigh of relief’ after Trump’s China tariff exemptions

The ever-growing U.S. tariffs on imports from China won’t bite Big Tech so badly after all, after the Trump administration late Friday laid out significant exemptions from its wider trade war that include smartphones, laptop computers, chips, and more...

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MSFT

Microsoft Corporation (MSFT): AI Data Center Pause Signals Strategic Rethink in Cloud Infrastructure

We recently published a list of 14 AI Stocks Catching Wall Street’s Attention. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other AI stocks catching Wall Street’s attention. In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire […]...

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Mark Zuckerberg’s empire at stake as Meta prepares to battle Trump’s antitrust cops in court

Meta is preparing for the start of a courtroom battle Monday with the US government in an antitrust case that could force Mark Zuckerberg to break up his $1.3 trillion empire and sell one of its crown jewels: Instagram...

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Tariff confusion leaves tech shoppers questioning if they should buy now or risk waiting

Trump's trade war leaves consumers wondering whether they should buy now or later...

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