Morgan Stanley is bullish on the S&P 500 over the next year, and likes discretionary goods, healthcare, financials, industrials, and small-caps too...
Continue ReadingNVDA Faces Scrutiny as Burry Questions Long-Term AI Demand...
Continue Reading(Reuters) -Alphabet closed in on a $4 trillion valuation on Monday, set to become only the fourth company to enter the exclusive club, as the Google parent rides an artificial intelligence-driven rally. Shares of the company rose more than 5% to hit a record high of $315.9, giving it a market capitalization of $3.82 trillion. The stock has climbed nearly 70% so far this year, far outperforming AI rivals Microsoft and Amazon.com...
Continue ReadingDevicie, a leader in optimized Microsoft Intune deployment and maintenance solutions, today announced it is a Secure Access Trailblazer award finalist in the Microsoft Security Excellence Awards. The company was honored among a global field of industry leaders that demonstrated success across the security landscape during the past 12 months...
Continue ReadingSAS Data Maker – a secure, enterprise-grade synthetic data generator that creates statistically representative data without exposing sensitive or regulation-protected information – is now available in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps and agents to meet their business needs...
Continue ReadingLAS VEGAS, November 24, 2025--Senzing, developers of industry-leading entity resolution technology, today announced the arrival of the Senzing® AI for entity resolution on the Microsoft Marketplace. Delivered as an SDK, Senzing entity resolution enables streamlined deployment on the Azure cloud platform to enhance risk and fraud detection and Know Your Customer (KYC) initiatives with the world’s most advanced entity resolution...
Continue ReadingAlphabet Inc. has successfully converted AI from a threat to an additive opportunity to its existing moat. Learn more about GOOG stock here...
Continue ReadingThe artificial intelligence trade is in trouble but Google stock hit an all-time high of 306.42 on Nov. 20 amid market volatility...
Continue ReadingSee how Nvidia Corporation's rapid GPU advancements and strong data center growth could drive its market cap to $20T by 2030. Click for my NVDA Q3 earnings update...
Continue ReadingWith tech firms expected to turn to debt for as much as $1.5 trillion by 2028 to fund expansion in artificial intelligence and data centers, that could widen spreads across the whole market, Morgan Stanley argues. Bond buyers are starting to worry about being compensated for the risks of a bubble in the sector, given recent turmoil in tech stocks...
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