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Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

The yield you chase at 52 could quietly cannibalize the very nest egg you need at 62. Before you reach for the biggest monthly payout, understand the compounding trap hiding inside each income tier.

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

Azure revenue surged 43% as AI demand outpaced capacity, driving record quarterly results.

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

Also in Weekend Reads: Kevin O’Leary’s investing strategy, a 9% dividend paired with lower stock-market risk and advice from the Moneyist.

White House Science and Technology Advisor Michael Kratsios said some companies are blaming artificial intelligence (AI) for layoffs they likely would have carried out anyway, arguing the explanation "plays better in the press." Kratsios Questions AI Layoff Narrative On Tuesday,...

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 4% over the past year and are up by 5% year-to-date. The year’s gains are due to a strong fourth-quarter earnings performance. Microsoft Corporation (NASDAQ:MSFT)’s stock closed 15.5% higher on July 30th as it reported its fiscal fourth quarter earnings on July 29th. The results saw the firm […]

Here, we have picked three AI stocks, AMD, AMZN and KLAC, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Microsoft remains free-cash-flow positive.

Datadog (DDOG) delivered stronger-than-expected Q2 as revenue growth accelerated and demand remained

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Are the best days still ahead for Microsoft's cloud business?

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

The tech sector is chock-full of companies with high-quality earnings growth.

Wall Street expects second-quarter revenue of about $2.55 billion.

Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.

Strong results, a guide that inches past the quarter behind it, and software the company gives away.

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

Yahoo Finance's Julie Hyman reports on Atlassian's (TEAM) 34% stock surge following strong fourth-quarter earnings and cloud growth, while analyzing broader software sector trends and ETF indicators on AlphaSpace.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...