Nvidia is thriving in the AI-fueled environment. Microsoft is an absolute bargain at these prices.

Legendary investor Ray Dalio has repeatedly expressed concerns about the U.S. economy. He's discussed the unsustainable debt and geopolitical conflicts and is concerned about the long-term economic growth. In the fourth quarter, Bridgewater Associates reduced holdings in the major tech stocks, raising concerns about the future of artificial intelligence and increased capital spending. Dalio sold... Ray Dalio Sours On America And Sold These Tech Stocks.

OpenAI has been feeling heat, and that's dragging on Microsoft stock. Industry-wide fears of AI disruption in software aren't helping, either.

Retail investors talked up five hot stocks this week on X and Reddit, driven by hype, earnings, AI, and news flow.

Weekly Market HighlightsWeekly performance was volatile at the extremes, with 876 stocks gaining more than 10% while 776 stocks declined by more than 10%.Marke

Avantax Planning Partners Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 8.9% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,009 shares of the software giant's stock after acquiring an additional 3,743

The India AI Impact Summit is a major tech event in the country and drew a host of prominent tech and world leaders to New Delhi. U.S. tech companies made moves to deepen ties with India's tech ecosystem.

Microsoft Corp. announced that longtime Xbox chief Phil Spencer is retiring after 38 years, with Asha Sharma taking over the gaming division amid declining revenue, post-Activision Blizzard integration and mounting competitive pressure.

The scale of Microsoft's AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% growth in Q1 but still ahead of consensus expectations of $80.3 billion. Meta delivered strong Q4 2025 earnings, with results coming in ahead of Visible Alpha consensus expectations across revenue, profitability, and earnings per share.

Nvidia, Broadcom, and Taiwan Semiconductor are well positioned to cash in on the AI spending spree. Microsoft hasn't been this cheap in a long time.