Tag MSFT
Stock markets experienced a sharp decline, with major indices dropping nearly 10% last week. Check out what investors should expect from Marchâs CPI report...
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President Trump's tariffs and China's retaliation have triggered mayhem in tech stocks. Read why I maintain my buy rating on Microsoft (MSFT) stock...
Continue ReadingCII has undergone a name change and policy update and received a significant distribution boost since our last update. Read why CII CEF is a Buy...
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The tech giants that powered the stock market for the past two years were among the hardest hit this week in this week's big selloff. Apple shares shed 16% of their value over two days—Thursday and Friday— as the company draws the bulk of its business from hardware manufactured in countries like China that were hit with steep tariffs. The corporate software and cloud computing services that make up the bulk of its business are less exposed to tariffs in general...
Continue ReadingOpenAI CEO Sam Altman stated in a post to X: “change of plans: we are going to release o3 and o4-mini after all, probably in a couple of weeks, and then do GPT-5 in a few months. there are a bunch of reasons for this, but the most exciting one is that we are going to be able to make GPT-5 much better than we originally though. we also found it harder than we thought it was going to be to smoothly integrate everything. and we want to make sure we have enough capacity to support what we expect to...
Continue ReadingWith artificial intelligence (AI) increasing demand for electricity, nuclear energy is becoming a more viable option. In fact, all three big cloud computing companies have announced major investments in nuclear power. Microsoft started the ball rolling when last fall it signed a 20-year power purchase agreement with Constellation Energy in which the power company would restart its Three Mile Island nuclear facility to power Microsoft's data centers...
Continue Reading(Bloomberg) -- Hon Hai Precision Industry Co.’s first-quarter sales rose at their fastest clip since 2022 on resilient data center demand, a bright sign for the artificial intelligence sector amid tariff-induced fears.Most Read from BloombergHousing Agency Aims to Relocate Its DC HeadquartersLocal Governments Vie for Fired Federal WorkersMetro-North Is Faster Than Acela on NYC-New Haven Route After Signal UpdatesWhat Would ‘Transportation Abundance’ Look Like?Hochul Says Trump’s Tariffs Are Alre...
Continue ReadingNvidia (NVDA) fell with other Magnificent 7 stocks on Thursday as the market reacted to new tariffs — but the company also may’ve slipped because a major bank downgraded it for unrelated reasons...
Continue ReadingDell Technologies' recent dip of ~20% creates a buying opportunity, bolstered by a $9 billion AI server backlog. Check out why DELL stock is a strong buy...
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