Tag MSFT
As markets celebrate Trump's 90-day pause on reciprocal tariffs, are Tesla, Amazon, NVIDIA, Alphabet, Amazon, Apple and Meta Platforms stocks worth buying now?...
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Dan Ives, a prominent tech analyst at Wedbush Securities, lowered his price target on Microsoft (MSFT) to $475 from $550 recently, citing his belief that spending on data centers will drop going forward. Additionally, Ives, speaking on CNBC, suggested that the scenario for Big Tech over the longer term would be similar to what the […]...
Continue Reading(Bloomberg) -- Persistent concerns that Alphabet Inc. has fallen behind in the artificial intelligence supremacy race has weighed on the stock this year, and not even the cheapest earnings multiple in about two years, or limited risk from tariffs, has been enough to entice investors.Widely seen as one of the major players in AI, Google’s parent company nevertheless continues to be dogged by the perception that it could lose market share to rivals like ChatGPT. Though it retains a dominant share...
Continue ReadingAmid the rubble of President Donald Trump's escalating trade war, Nvidia (NASDAQ: NVDA), the semiconductor powerhouse fueling the artificial intelligence (AI) revolution, has watched its share price crumble 28% since the start of 2025. With the company's shares now trading at just 16.3 times 2028 projected earnings in response to Microsoft's slowing data center construction and America's newly implemented reciprocal tariffs, this historically cheap valuation may represent a once-in-a-generation buying opportunity for patient investors. While investors worry about spending slowdowns in AI, Nvidia continues cementing strategic partnerships that expand its already vast technological moat...
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Continue ReadingWe recently published a list of 10 AI Stocks Investors Are Watching Today. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other AI stocks investors are watching today. Tech experts strongly believe that the new tariffs could potentially slow down the AI boom. “The AI Revolution […]...
Continue ReadingThe U.S. megacap technology stocks known as the Magnificent Seven were all falling early in Thursday’s premarket after impressive gains the previous day. Analysts at Wedbush lowered their price target on Microsoft, citing risks to corporate spending. “We estimate that 10%-15% (could be conservative) of many cloud and AI initiatives in the US we are tracking in the field could be pushed/slowed down during this period of uncertainty and Microsoft will be front and center in this economic period of uncertainty,” wrote Wedbush analyst Daniel Ives...
Continue ReadingDuring the fourth quarter, Harbor Human Capital Factor US Large Cap ETF returned 2.72%, (at NAV) slightly underperforming CIBC Human Capital Index, which returned 2.80%...
Continue Reading(Bloomberg) -- A low-profile hedge fund executive who’s among the dozens of disciples tracing their roots to the late investing legend Julian Robertson is poised to become the face of the Trump administration’s sanctions strategy.If confirmed after his Senate confirmation hearing on Thursday, John Hurley will lead the Treasury Department’s terrorism and financial intelligence arm, a pivotal post that tackles everything from terrorist financing to money laundering and drug cartels. The role, whic...
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