Steve Eisman Warns AI Trade Hinges on OpenAI and Anthropic Concentration
Steve Eisman, the investor who shorted subprime mortgages before the 2008 crash, warned on a September 21 podcast that 70%…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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With New Macs, Apple Aims to Take On Microsoft, Nvidia in AI Cost War
Apple's upgraded Mac Minis and Mac Studios begin shipping Tuesday, pitched directly at corporate buyers as a cheaper alternative to…
Bank of America raises S&P 500 target to 7,400 as AI trade shifts to cloud revenue
Bank of America raised its 2026 year-end S&P 500 target to 7,400 from 7,100 and set a 12-month target of…
Nvidia’s AI reign faces a challenge from software ETF IGV
Software stocks are pulling out of a rough start to 2026 as the AI trade rotates away from chipmakers. The…
Bill Ackman’s Pershing Square Builds Microsoft Stake Worth $2.3 Billion
Pershing Square founder Bill Ackman built a Microsoft stake that became public in May, then added to it after selling…
