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Tag MSFT

AMZN GOOGL MSFT

Dow, S&P 500 Stretch Losses Into Third Day as Nvidia Falls

Wall Street got off to a rough start this week as traders grew cautious ahead of Nvidia's (NVDA) qua...

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MSFT

GE Vernova and 16 More Stocks for a ‘Nuclear Renaissance’

Barron’s identified 17 stocks that can benefit from nuclear trends. “Interest in nuclear power is growing, especially as load growth stress-tests traditional gas generation supply chains and more so as net zero goals require hyperscalers and data centers to move to net zero carbon sources,” wrote Mizuho analyst Maheep Mandloi in a Monday report. Enter nuclear power...

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MSFT

Cisco’s 25-year comeback is the ultimate cautionary tale of the AI-bubble debate

Cisco's stock has been basically flat since the peak of the dot-com bubble. Meanwhile, the S&P 500 is up about 350%...

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AMZN MSFT

Harvard now owns nearly half a billion dollars worth of Bitcoin, filings show

The Ivy League school invested more than 20% of its U.S.-listed public equity holdings in a crypto ETF...

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AAPL AMZN GOOGL MSFT

Tracking Mario Gabelli’s Gabelli Funds 13F Portfolio – Q3 2025 Update

Read here for an analysis of Gabelli Funds’ Q3 2025 portfolio moves, including top holdings, stake increases, profit-taking, and disciplined diversification...

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MSFT

Nvidia AI-Chip Depreciation Fears Are Overblown, Bernstein Says

Skeptics have questioned whether tech companies are expensing the cost of their GPUs over too long a period. That would tend to boost earnings...

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MSFT

The Dow Is Tracking Its Third Consecutive Loss Day

The Dow is down 424 points or 0.9% in the early afternoon, under pressure from its heaviest hitting stocks. Shares of Goldman Sachs were down 1.6%. Microsoft, the third highest weighted stock, was down 0.7%...

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AMZN MSFT

The 1 Thing That Can Slow AI’s Growth — And 3 Stocks That Will Profit From It

Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI’s rapid ascent is energy supply. The surge in AI applications requires vast computational power, with data centers consuming electricity equivalent to small cities and projected to increase demand tenfold by 2030. This ... The 1 Thing That Can Slow AI’s Growth — And 3 Stocks That Will Profit From It...

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MSFT

Baird Starts Microsoft at Outperform, Citing Big AI Momentum

Azure's 40% surge helps fuel a bullish new call on the software giant...

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AMZN GOOGL MSFT

Blue Origin CEO says data centers are headed to space ‘in our lifetime’

Blue Origin's Dave Limp says AI's energy crunch will push the world's biggest compute clusters off Earth and into space...

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