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MSFT

Vivek Ramaswamy’s Bitcoin Play Just Got Bigger: This $1.3B Deal Could Signal Corporate Crypto’s Next Phase

The corporate Bitcoin treasury playbook just got another high-profile convert as Vivek Ramaswamy’s Strive (NASDAQ: ASST) on Sept. 22 announced a $1.3 billion all-stock acquisition of Semler Scientific (NASDAQ: SMLR). The deal values Semler at $90.52 .....

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MSFT

Jensen Huang Fires Back At Wall Street ‘Flatlining’ Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations

Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street's long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand. Dismisses Wall Street Forecasts On last .....

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AMZN MSFT

Tracking The ~$14B Lone Pine Capital Portfolio – Q2 2025 Update

Get the latest on Lone Pine Capital's Q2 2025 portfolio: top stock picks, new investments, major exits, and strategic moves...

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AAPL AMZN GOOGL MSFT

Microsoft: What Changed My Mind

Discover why Microsoft stock may be overvalued, with rising competition and AI challenges impacting growth. Read my analysis of MSFT stock here...

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GOOGL MSFT

Alphabet Ups The Capital Spend For AI Infrastructure; Upside Is Priced In

Alphabet stock is supported by cloud growth, and rising AI investments boost future prospects. Here's what investors need to know...

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MSFT

Wall Street Bulls Look Optimistic About Microsoft (MSFT): Should You Buy?

The average brokerage recommendation (ABR) for Microsoft (MSFT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?...

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MSFT

Microsoft Bonds and Financial Market Logic — Streetwise

Financial logic suggests Microsoft bonds should have higher yields than those of the U.S. government: Treasurys are easier to trade, are issued at a lower yield than Microsoft and have tax benefits for Americans. On top of that, the government has the power to tax Microsoft, and if somehow the U.S. did default, the subsequent financial catastrophe would surely crush American companies, including Microsoft. If Microsoft failed, it would be bad, but it wouldn’t bankrupt America...

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MSFT

Userful Introduces Infinity EdgeAI™, An Edge-Native Cognitive Intelligence Solution for Critical Workplace Management Applications, Co-Developed with Microsoft

Represents a critical evolution from traditional visual intelligence to real-time cognitive intelligence at the edge, accelerating the transition from reactive monitoring to proactive insight-driven decision-making in operations centers, factory floors, and all mission-critical environments. CALGARY, Alberta, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Userful, a leader in mission-critical data visualization, announced today the introduction of Userful Infinity EdgeAI™ (preview), an on-premise cognitive...

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MSFT

Flywl Introduces the First Universal SaaS Identifier Built for the Cloud Marketplace Ecosystem

SAN FRANCISCO, September 29, 2025--Flywl, the cloud marketplace platform for enterprise software procurement, today announced the launch of FUID (Flywl Unique ID), a standardized, marketplace-agnostic identifier for software products to bring clarity and speed to cloud marketplace discovery, fixing broken data. It gives every listing a single, trusted identity — clean, consistent, and verified across platforms, systems, and teams...

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MSFT

Palantir’s Golden Dome Dreams Face Lockheed Competition

A big Golden Dome program boost for Palantir is still iffy amid competition from Lockheed Martin and potentially others...

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