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Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...
The hot ticker right now is OpenAI’s compute footprint, which is fueling everything from Oracle (NYSE:ORCL) to NVIDIA (NASDAQ:NVDA) to a half dozen private power developers, and the consensus is that the only way to play the AI buildout is to pay nosebleed multiples for the names printing the headlines. But the real story is ... OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody’s Ever Heard Of. That Stock Could Beat the Nasdaq
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]
AI software spending is surging, lifting prospects for ETFs like IGV as firms monetize cloud, security and enterprise AI tools.
US equity markets were pointing higher before the opening bell Friday, while oil prices fell as trad
This exchange-traded fund (ETF) has made countless investors millionaires, assuming one condition is met.
Oracle, Intuit and Progress Software are benefiting from AI and cloud demand despite macroeconomic and competitive pressures in software.
The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) jumped 5.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 6.9% in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.8% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
AI engineering teams lose up to 82% of spend to bugs, rewrites, and delays as Oracle debt and OKX talent shifts add pressure.
The company said authorities arrested suspects and seized servers tied to illegal shipments.
At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It
Oracle may be the more balanced AI bet for investors focused on valuation and long-term upside.
Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
At $192.08, Oracle (NYSE:ORCL) screens favorably on backlog and valuation, with shares down sharply from last fall’s peak but sitting on an AI cloud backlog few peers can match. The market has repriced this stock twice in nine months, first as an AI infrastructure winner, then as a capex-bleeding hyperscaler-in-training. Oracle sells database software, enterprise ... Oracle at $192: Buy, Sell or Hold?
Amid broader market volatility, steady digital transformation and strong adoption of AI bode well for Computer Software industry participants like ORCL, INTU and PRGS
Oracle has outperformed the basic materials sector, and analysts remain highly optimistic about the stock’s outlook
Microsoft has underperformed the Technology sector over the past year, but analysts are highly optimistic about the stock’s prospects.
AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.
At Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia, the finance chiefs steering AI investments are all women.
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