Tag MSFT
Nebius must prove its Microsoft partnership can scale profitably while maintaining capital discipline amid surging demand for AI compute...
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This top semiconductor company is gaining relevance in the AI chip market...
Continue ReadingMicrosoft could use the help. The company recently said its family of Copilot assistants attracts 150 million active users each month. Microsoft has an edge with corporate customers, thanks to a long history of selling them software and cloud services...
Continue ReadingDiscover why Calamos Global Dynamic Income Fund (CHW) offers an 8.06% yield, inflation protection, and trades at a discount...
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Microsoft finally has opened up a little bit about its dealings with OpenAI. Here is the rub: Microsoft in its financial reports identifies OpenAI as an equity-method investment. Once again, however, Microsoft in its latest quarterly report didn’t include any related-party disclosures regarding OpenAI...
Continue ReadingMicrosoft's Q1 '26 earnings impress, but valuation concerns and profit-taking risks limit short-term upside. Click to read my latest analysis of MSFT stock...
Continue ReadingHer generational run buildin $130M has inspired the PELOSI Act, which aims to prevent politicians from trading in the future...
Continue ReadingIn the race for AI dominance, American tech giants have the money and the chips, but their ambitions have hit a new obstacle: electric power.All this cash has helped alleviate one initial bottleneck: acquiring the millions of chips needed for the computing power race, and the tech giants are accelerating their in-house processor production as they seek to chase global leader Nvidia...
Continue ReadingVGT And XLK have soared, but both are highly concentrated in a few mega-cap tech stocks. Click here to see why the funds are a Sell...
Continue ReadingRoundhill Magnificent Seven Covered Call ETF offers high weekly income by writing covered calls on mega-cap tech stocks via its MAGS ETF holding. See why MAGY is a Hold...
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