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Microsoft vs Palantir: Two AI Plays, One Winner
24/7 Wall St.136d agoneutral
Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft (NASDAQ:MSFT) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes. Microsoft is the hyperscaler renting out the picks and shovels. Palantir is the operating layer that sits on top of enterprise and government data. Comparing them right now exposes how Wall Street ... Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft Rises 4%, Resists NASDAQ Downtrend
24/7 Wall St.136d agoneutral
Microsoft Rises 4%, Resists NASDAQ Downtrend

Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session. The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led ... Microsoft Rises 4%, Resists NASDAQ Downtrend

Microsoft Stock Moves Higher After Ackman Announces New Stake
The Wall Street Journal136d agoneutral
Microsoft Stock Moves Higher After Ackman Announces New Stake

Shares of Microsoft rose more than 3% Friday, bucking the trend on a down day for tech stocks. The move followed the announcement from investor Bill Ackman that his Pershing Square has taken a new stake in the software giant in a bet Microsoft's investments in AI aren't reflected in its stock price. Microsoft shares are down 12% this year and have lost about a quarter of their value since they peaked last fall.

Assessing Microsoft (MSFT) Valuation After UK Antitrust Probe And Reshaped OpenAI Alliance
Simply Wall St.136d agobearish
Assessing Microsoft (MSFT) Valuation After UK Antitrust Probe And Reshaped OpenAI Alliance

Microsoft (MSFT) stock is back in the spotlight after UK regulators launched a broad antitrust probe into its business software ecosystem and the company reworked its multibillion dollar AI partnership with OpenAI. See our latest analysis for Microsoft. Despite bouncing 1.04% in the last session to about US$409.43, Microsoft’s 7 day share price return is down 2.70% and its year to date share price return has fallen 13.43%, even as the company reshapes its OpenAI deal and faces fresh UK...

Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It
24/7 Wall St.136d agoneutral
Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud, copilots, and the productivity layer on top. Comparing them shows how the AI buildout splits between picks-and-shovels suppliers and full-stack platform owners. Custom Silicon Surges While Azure Carries Microsoft ... Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Pr

President Trump’s Stock Broker Was the Busiest Person in America in Q1
24/7 Wall St.136d agoneutral
President Trump’s Stock Broker Was the Busiest Person in America in Q1

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question
24/7 Wall St.136d agoneutral
Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question

Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question

CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%
24/7 Wall St.136d agoneutral
CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S. companies that have screened in for both yield and lower realized volatility. CDL is volatility weighted rather than market-cap weighted (the index methodology pushes back against market-cap concentration risk), which means a handful of regulated ... CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

Microsoft Antitrust Probe Tests AI Bundling And Boardroom Oversight
Simply Wall St.136d agobearish
Microsoft Antitrust Probe Tests AI Bundling And Boardroom Oversight

U.K. regulators have opened a formal antitrust investigation into Microsoft’s business software ecosystem, targeting Office, Teams, Copilot, and Azure. The probe focuses on bundling practices and how Microsoft’s services affect competition in cloud and AI interoperability. Microsoft has appointed former EY global chairman and CEO Carmine Di Sibio to its board as a director. At the same time, the company is pursuing independent AI capabilities by acquiring AI startups and expanding beyond its...

Anthropic Valuation Is Key For Alphabet
24/7 Wall St.136d agoneutral
Anthropic Valuation Is Key For Alphabet

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges
Simply Wall St.136d agobullish
Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...