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Alphabet Stock Gains on First Day as a Dow Member
Barrons.com89d agoneutral
Alphabet Stock Gains on First Day as a Dow Member

The shares were up 1.3% in premarket trading. The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition.

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com89d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
Insider Monkey89d agoneutral
Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating

Microsoft Corporation (NASDAQ:MSFT) is one of the Stocks That Will Make You Rich Over the Next 3 Years. Recently, on June 24, Stifel lowered the price target on Microsoft Corporation (NASDAQ:MSFT) from $415 to $400 and maintained a Hold rating on the share. The reduced price target is based on the growing concerns regarding margin […]

CrowdStrike (CRWD) Extends Falcon AIDR to Create Unified AI Security Control Plane
Insider Monkey89d agoneutral
CrowdStrike (CRWD) Extends Falcon AIDR to Create Unified AI Security Control Plane

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best long term stocks to buy according to hedge funds. On June 16, CrowdStrike extended its Falcon AI Detection and Response/AIDR platform to function as a unified security control plane for enterprise AI. By integrating with a broad ecosystem of AI gateway partners (including Databricks, Google Cloud, […]

Morningstar (MORN) Integrates Investment Intelligence into Microsoft 365 (MSFT) Copilot Workflows
Insider Monkey89d agoneutral
Morningstar (MORN) Integrates Investment Intelligence into Microsoft 365 (MSFT) Copilot Workflows

Microsoft Corporation (NASDAQ:MSFT) is one of the best long term stocks to buy according to hedge funds. On June 25, Morningstar (NASDAQ:MORN) announced that Microsoft is integrating Morningstar’s investment research into Microsoft 365, Copilot, and Excel to provide financial professionals with trusted data directly within their daily workflows. This allows users to access analyst-driven insights […]

Is Arrow Electronics (ARW) Reclassification Masking a Deeper Shift in Its AI Distribution Strategy?
Simply Wall St.89d agoneutral
Is Arrow Electronics (ARW) Reclassification Masking a Deeper Shift in Its AI Distribution Strategy?

Arrow Electronics, Inc. (NYSE:ARW) was recently removed from the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index, marking a shift in how the stock is classified within key benchmark portfolios. Separately, Microsoft announced that Arrow has earned the Frontier Distributor designation in its AI Cloud Partner Program, underscoring Arrow’s growing role in enabling partners to deploy Microsoft cloud and AI solutions via its ArrowSphere platform across EMEA and North...

CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Simply Wall St.89d agoneutral
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI

CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...

Is Oracle’s Debt Simply Too Much to Justify the Risk?
24/7 Wall St.90d agoneutral
Is Oracle’s Debt Simply Too Much to Justify the Risk?

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle’s Debt Simply Too Much to Justify the Risk?

Why Today’s Retirees May Need More Stocks Than Their Parents Did
24/7 Wall St.90d agoneutral
Why Today’s Retirees May Need More Stocks Than Their Parents Did

A comfortable American retirement now runs closer to $70,000 a year than the figures your parents used. Replacing that income from a portfolio is harder than it was a generation ago, because the safe yields that funded the 1990s retiree have collapsed: the national 12-month CD pays under 2%, and the 10-year Treasury sits near ... Why Today’s Retirees May Need More Stocks Than Their Parents Did

Microsoft Corporation (MSFT) Is A Top Richard Chilton AI Stock
Insider Monkey90d agoneutral
Microsoft Corporation (MSFT) Is A Top Richard Chilton AI Stock

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks to Buy According to Billionaire Richard Chilton. Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are among the weakest in the market this year as they are down by 22% year-to-date. The firm scored a win earlier this month when it announced on the 23rd that it […]

IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Simply Wall St.90d agoneutral
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows

IREN (NasdaqGS:IREN) has shifted its focus toward building large scale data centers for artificial intelligence workloads. The company recently signed new long term infrastructure contracts with Microsoft and Nvidia tied to AI capacity. IREN is expanding its international data center footprint, including additional power and hosting capacity for AI clients. IREN is moving beyond its roots in crypto related infrastructure and is now presenting itself as a builder and operator of AI focused...

Should Wix’s Microsoft 365 Copilot Integration Shift How WIX Investors View Its AI Strategy?
Simply Wall St.90d agoneutral
Should Wix’s Microsoft 365 Copilot Integration Shift How WIX Investors View Its AI Strategy?

In June 2026, Wix.com Ltd. announced a collaboration with Microsoft to bring its Wix Harmony AI website-creation tools into Microsoft 365 Copilot, allowing users to generate and manage full-featured Wix sites directly from the Copilot interface. This move effectively turns a Microsoft 365 chat window into a control hub for the wider Wix ecosystem, letting entrepreneurs handle website creation, commerce, scheduling, payments and analytics without leaving their everyday productivity...

Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular
Simply Wall St.90d agoneutral
Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular

Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...

Microsoft (MSFT): One of the Best Cloud Computing Stocks to Buy According to Hedge Funds
Insider Monkey90d agobullish
Microsoft (MSFT): One of the Best Cloud Computing Stocks to Buy According to Hedge Funds

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 22, the company announced one of the largest single capacity additions in its history. In Pecos, Texas, Microsoft Corporation (NASDAQ:MSFT) plans to build a new data center campus, which further expands its global data center capacity by ~2 […]