Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Nvidia faces AI capex challenges as Microsoft seizes opportunities
Hyperscalers are on pace to spend $660 billion to $690 billion on AI infrastructure by 2026, nearly double 2025's outlay,…
AI Capital Spending Set to Deliver Record GDP Boost in 2026, Bloomberg Reports
Bloomberg reports that artificial intelligence investment is delivering the largest capital-expenditure-driven boost to GDP in history. Spending by Alphabet, Meta,…
Apple’s stock decouples from the rest of Big Tech, DataTrek finds
Apple's stock has become the least connected to the broader market among the "Magnificent Seven," with a 100-day correlation to…
Appaloosa’s Tepper Trims Micron, Adds to Alphabet and Meta in Q2 Filing
David Tepper's Appaloosa LP disclosed its Q2 2026 13F on Friday, August 14, 2026, showing Amazon as the top holding…
