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Pershing Square made Microsoft a core holding as Ackman argued investors may be underestimating 365 and Azure.

Both tech giants posted eight straight quarters of revenue growth, but their profit margins and business strategies reveal notable contrasts.

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

Investing.com -- Microsoft (NASDAQ:MSFT) rose 2% Thursday after The Information reported that Anthropic is in talks to use the company’s custom AI server chips.

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

NVDA topped Q1 fiscal 2027 estimates, boosted guidance, and expanded AI ambitions beyond GPUs with its new Vera Rubin AI superchip.

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI services, The ‌Information reported on Thursday, in what would be a major boost ‌for the tech giant's in-house chip efforts. The Claude creator's talks to rent the chips are still ​early and may not lead to an agreement, the report said, citing two people who spoke to executives involved in the discussions. Microsoft and Anthropic did not immediately respond to Reuters requests for comment.

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

You buy the iShares Russell 1000 Growth ETF (NYSEARCA:IWF) expecting broad growth exposure. The Russell 1000 Growth Index holds 391 names, and IWF tracks all of them. The catch is that roughly a third of every dollar in IWF now moves with three stocks, which means the fund’s results get decided by NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and ... IWF Tracks the Russell 1000 Growth Index, But Three Names Now Drive a Third of Its Performance

The Magnificent Seven question facing investors in 2026 is how to own these names. Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) answers with one ticker holding all seven mega caps at equal weight, rebalanced quarterly so no single name dominates. MAGS gathered roughly $4.7 billion in assets because retail investors wanted the basket without picking which AI ... MAGS Bundles the Magnificent Seven Into One Ticker, And That Concentration Cuts Both Ways

Microsoft (NASDAQ:MSFT) and EY announced on Thursday a strategic partnership valued at more than US$1 billion aimed at helping corporate clients move artificial intelligence initiatives from experimental pilot programmes into large-scale deployment. According to a statement released by the companies, the collaboration will initially focus on AI implementation across finance, tax, human resources and supply chain operations within industries including financial services, industrials, energy, cons

Microsoft (NASDAQ:MSFT) is having one of its strangest years in recent memory. The AI franchise is exploding, with CEO Satya Nadella telling investors “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet shares trade at $421.06, down 12.74% year to date. Intelligent Cloud just reported $34.681 billion, up ... This Will Be Microsoft’s Stock Price in 2028

Stock Market Today: The Dow Jones index dropped Thursday ahead of jobless claims data. Nvidia stock waffled on earnings.

Boosted by accelerating first-quarter earnings and sales, Amazon stock has bounced back into buy range while flashing telltale clues.

The pitch on the Vanguard Information Technology ETF (NYSEARCA:VGT) is sector breadth. You pay nine basis points, you get the entire information technology sleeve of the U.S. market, roughly $125 billion in assets aggregated into one ticker. So a 50 year old tilting their 401(k) toward tech with VGT thinks they own a sector. They ... VGT Looks Like a Diversified Tech Bet Until You Realize Three Stocks Are 43 Percent of It

Microsoft (NasdaqGS:MSFT) and OneStream have agreed to expand their AI partnership to embed finance-focused AI agents and infrastructure into Microsoft 365 Copilot and Azure. The collaboration centers on integrating OneStream’s SensibleAI agents and quantitative AI forecasting into everyday Microsoft finance workflows. The goal is to support AI driven forecasting, anomaly detection, and natural language queries for finance teams directly inside familiar Microsoft tools. For investors...

Pershing Square's lead investor made some big moves among the "Magnificent Seven."

Also: All the news and watercooler chat from Fortune.

Microsoft's U.S. AI diffusion report finds the technology spreading into college towns, Sun Belt suburbs, and small businesses that didn't exist years ago.

Microsoft Corporation (NASDAQ:MSFT) is one of Louis Navellier’s top long-term stock picks. On May 13, Microsoft Corporation (NASDAQ:MSFT) released a foundation model for solving power grid problems. GridSFM is the solution Microsoft is positioning to solve AC Optimal power flow problems in transmission power grids, thereby addressing $20 billion in annual congestion losses. GridSFM is […]

Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Microsoft Corporation (NASDAQ:MSFT) and Amdocs confirmed the continuation of their existing collaboration. As part of the new pact, Amdocs is to migrate one of Lumen Technologies’ enterprise billing platforms to Microsoft Azure. The migration affirms Lumen’s transition […]

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

With a market cap of $803 billion, JPMorgan has been the biggest and most influential bank in the U.S. since 2011 (and the largest in the world since 2016), but its success lies light-years away from simple deposits and withdrawals. The visionary insights of its CEO, Jamie Dimon, and astounding ...

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Jensen Huang is betting on a new AI lab that thinks the current chatbot frenzy is just the beginning. Nvidia (NVDA) has already emerged as one of the greatest winners of the artificial intelligence boom. Its chips now make up the backbone of most of the infrastructure powering modern AI, helping ...

In addition to the earnings release, Nvidia's CFO Colette Kress shared commentary that revealed four key developments in its business, beyond the company's first quarter earnings-per-share beat.

CEO Jensen Huang says that Nvidia's growth prospects go beyond the massive spending from hyperscalers. Hyperscalers are the massive cloud providers, like Microsoft and Alphabet, that are spending hundreds of billions of dollars on AI. The concern on Wall Street is that eventually these companies will eventually stop spending as much on Nvidia chips.

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.