Steve Eisman warns AI boom’s earnings depend on just two companies
Steve Eisman, the investor known for his bet against subprime mortgages before 2008, says OpenAI and Anthropic together generate roughly...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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JPMorgan lifts Microsoft price target to $625, sees 30% upside
JPMorgan analyst Samik Chatterjee raised his Microsoft price target to $625 from $550, implying about 30% upside from current levels....
T. Rowe Price fund manager sees AI capex hitting $1.6 trillion in 2027, above rival forecasts
Dom Rizzo, the global technology equity fund manager at T. Rowe Price, expects hyperscaler AI spending to reach something like...
Microsoft stock could rally another 30%, Bernstein analyst says
Microsoft shares have climbed 30% since strong fiscal fourth-quarter results, and Bernstein analyst Mark Moerdler expects another 30% rally, raising...
Hyperscaler capex forecasts for 2026 jump 71% to $789 billion
Wall Street's 2026 hyperscaler capital spending estimate has jumped 71% in six months, from around $460 billion to $789 billion....
