Tag MSFT
Take-Two CEO says consoles aren't going away, but gaming is moving toward PCs...
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Big Tech's profit story has been running hot for years, but a new wrinkle just arrived from a voice investors tend to monitor. Michael Burry (Trades, Portfolio) the Scion Asset Management chief best known for his bet against the housing market before the 2008 crisis hinted this week that tech giants like Meta (NASDAQ:META) and Alphabet (NASDAQ:GOOG) may be benefiting from earnings that look stronger because of longer depreciation schedules on their servers and chips...
Continue ReadingBill gives U.S. firms first claim on advanced processors...
Continue ReadingNebius Group N.V.'s data center demand soars 70% QoQ, exceeding capacity. Click for why revenue forecasts and power constraints signal major upside for NBIS...
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Despite the stellar rally in 2025, Alphabet's valuation remains lower than many of its AI-driven megacap peers...
Continue ReadingWalmart's Chief Executive Doug McMillon will step down after more than a decade in the role. John Furner, CEO of Walmart U.S. since 2019, will succeed him. The 51-year-old Furner began his Walmart career as an hourly associate in 1993...
Continue Reading"This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month...
Continue ReadingFocusing on technology giants with durable competitive advantages can be a smart way to invest in the current challenging market environment...
Continue ReadingApple nears $4T market cap, but faces slowing growth as Nvidia tops $4.6T. Analysts remain bullish despite iPhone reliance and revenue headwinds...
Continue ReadingDiscover Davis Selected Advisers' Q3 2025 portfolio changes, top holdings, and new investments...
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