Microsoft Stock's Upside Now Runs Through Its Data Center Build
The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.
Thursday, August 27, 2026
819 stories
The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the val...
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, an...
MongoDB shares are rallying on bullish analyst revisions, rising price targets, and heavy institutional buying, with technical patterns suggesting further ga...
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says th...
President Donald Trump says not to believe the many polls finding that most Americans disapprove of his handling of the economy. On Friday, to argue that his...
Despite Elevance Health's outperformance relative to the broader market over the past 52 weeks, Wall Street analysts remain cautiously optimistic about the s...
OHL manages seven hotels totalling 825 rooms, alongside investment stakes in several global IHCL properties.
These gauges have real flaws worth knowing about, but neither one is easy to wave away.
Inflation affects corporations differently. These two have the tools to navigate the challenge better than most.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.26%, and the Nasdaq 100 Index ($IUXX )...
President Trump hit back at Canadian Prime Minister Mark Carney on Monday, threatening to hit imported cars, trucks, auto parts and steel with 50 percent tariffs. The new tariffs would take effect on Jan. 1. “Canada has been ripping off the United States of America for years,” he wrote on Truth Social. “Their ridiculously high tariffs…
The unofficial end of summer is fast-approaching.
International Business News: US stock market today: Wall Street indices were subdued on Monday as investors looked ahead to a week filled with events that could have a significant.
International Business News: US President Donald Trump on Monday accused Canada of \"ripping off\" Washington for years, claiming that its ridiculously high tariffs on farm products.
Canada is the third-largest source of U.S. imports, with more than $380 billion worth of goods brought over the border last year.
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fun...
Palo Alto Networks is set to release its fiscal Q4 earnings on Sept. 1. Since my last article, when I set a $402 price target, analysts have raised their rev...