Despite beating top and bottom line estimates for Q1 FY2025, Microsoft is down -4% in after-hours trading. See why I remain ...

This time, the generative-AI bubble may really be different than the dot-com bubble — just not in a good way. The number of ...

Among Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla, there are two industry-leading companies Wall ...

Jeremy Grantham has previously warned of steep declines coming for stocks as a multi-asset "superbubble" pops.

Satya Nadella accepts reduced package after cyber security lapses led to compromise of government emails ...

If the market for generative AI turns out to be a transient fad, it would undoubtedly be bad news for the hyperscale cloud ...

The higher-than-expected revenues were apparently driven by Microsoft and Meta's push into artificial intelligence and ...

Stockpicker Peter Bates, a global equity portfolio manager at T. Rowe Price, has reduced exposure to AI hardware providers ...

Writers using the software are prompted to type ‘birth-related leave’, ‘parental leave’ or ‘childbirth leave’ Credit: ...

A mixed bag for Microsoft in its Q1 earnings - like Google, the firm’s cloud business continues to benefit from AI interest ...

QQQ is trading at a bubble-like valuation, with PE above 40, and the recent price gains have been due to the PS multiple expansion. The concentration in a few key stocks like Apple, Microsoft ...

With the S&P 500 trading at P/E levels not seen since the dot-com bubble, discover how Mohnish Pabrai’s new Wagons Fund could ...