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I Believed Microsoft Stock Was Too Expensive, But These 2 Growth Stories Made Me Reevaluate
Although the Magnificent 7 tech stocks have been the primary drivers for the bullish S&P 500 run over the past few years, ...
Microsoft Corporation (MSFT) and WSP Forge $1B AI Partnership to Transform AEC Industry
We recently compiled a list of the Top 14 AI Stocks on Wall Street: News and Analyst Ratings. In this article, we are going ...
Cisco delivers solid earnings and revenue beat, boosting its stock
Cisco Chief Financial Officer Scott Herren said on a conference call with analysts that Splunk has been accretive to the ...
Amazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)
Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as ...
Amazon's Untapped Profit Potential In AI, Ads, And Automation
Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit ...
Tariffs, AI And A Strong Dollar Drive Key S&P 500 Q4 Earnings Trends
The market is paying particularly close attention to Q4 earnings, given the S&P 500’s lofty valuation. Potential tariffs and ...
Microsoft (MSFT): AI & Cloud Innovations Secure Market Leadership
The offer is a twist to Musk and OpenAI CEO Sam Altman’s rift that began last August when Musk filed a lawsuit against OpenAI ...
Kering Group Revenue Falls 12% in Q4, CEO Sees ‘Stabilization’
Bottega Veneta was a bright spot, with a 12 percent rise, but the brand is also set for a shift following the departure of ...
Monday.com Is Bringing AI Into Its Offerings
Our fair value estimate for Monday is $332 per share. This implies a fiscal 2025 adjusted price/earnings ratio of 94 times and a fiscal 2025 enterprise value/sales of 13. Our discounted cash flow ...