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'AI demand train running at full speed': Here's what Wall Street expects from Nvidia's first-quarter earnings

"With H100 lead times falling and H200 and GB200 products now in the mix, Nvidia has more levers to…

Matthew Fox   


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2 mins read

These are the top 10 holdings of the Mormon church's $55 billion stock portfolio

The Church of Jesus Christ of Latter-day Saints added exposure to mega-cap tech stocks during the f…

Matthew Fox   


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1 min read

Billionaire 'bond king' Bill Gross tells investors to avoid tech and stick to value stocks

Gross said in a post on X to avoid tech, but if you have to invest in the sector, one name stands o…

Yuheng Zhan   


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These are the top 10 holdings of Bill Gates' $42 billion stock portfolio

The portfolio is unique in that it owns concentrated positions in less-heard-of companies, like Coc…

Matthew Fox   


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The 10 stocks most popular with hedge funds right now, according to Goldman Sachs

Goldman Sachs' VIP hedge fund basket is up 8.7% year-to-date, outpacing the S&P 500's 5.1% return.

Matthew Fox   


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These are the top 10 holdings of the Mormon Church's $51 billion stock portfolio

The Church of Jesus Christ of Latter-day Saints pared back its exposure to mega-cap tech stocks dur…

Matthew Fox   


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1 min read

'A masterpiece quarter': Microsoft's earnings show it's on the cusp of a years-long, trillion-dollar AI opportunity, Wedbush says

"This was another masterpiece quarter and guidance from Nadella that will send a major ripple impac…

Filip De Mott   


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Microsoft is set to kick off the 'Superbowl' of tech earnings this week. Here's the key metric from the tech giant investors should watch for.

"In a nutshell we view this as Microsoft's "iPhone Moment" with AI set to change the cloud growth t…

Yuheng Zhan   


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Microsoft stock rallies after fiscal third-quarter results exceed expectations and upbeat forecast bucks economic gloom

Microsoft sees tech spending staying strong even if the economy slows, as software that boosts prod…

Brian Evans   


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US stocks jump as bond yields slip and Microsoft shares surge

All three benchmark indexes surged, with the Dow and the S&P 500 on track to notch their best month…

Jennifer Sor   


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Microsoft's 'game changing' AI products should power the stock 15% higher to record highs in 2024, Wedbush says

"We estimate for every $100 of cloud Azure spend with MSFT the last few years there is an increment…

Matthew Fox   


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These are the top 10 holdings of the Mormon Church's $47 billion stock portfolio

Tesla reached the top 10 holdings of the Church of Jesus Christ of Latter-day Saints' $47 billion s…

Matthew Fox   


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Microsoft surpasses Apple as the world's most valuable company after the iPhone maker's stock slips on earnings miss

Apple could still become the first company to reach a $3 trillion valuation in the coming years, on…

Carla Mozée   


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US tech stocks could soar 10% by the end of 2021 as rotation out of Chinese names creates a 'nirvana set up' for FAANG, Wedbush says

Wedbush's Dan Ives said strong fundamentals will boost US tech stocks up another 7%-10% for the rem…

Emily Graffeo   


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3 mins read

'Redmond delivers another cloud masterpiece': 4 Wall Street analysts on Microsoft's latest earnings report

Microsoft turned in 19% revenue growth and 45% EPS growth year-over-year in its fiscal Q3 earnings …

Will Daniel   


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1 min read

Microsoft could gain 27% on cloud-computing upside that's only begun to scratch the surface, says Wedbush

Wedbush estimates Microsoft is only about 35% through "penetrating its unparalleled" installed base…

Emily Graffeo   


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2 mins read

Microsoft will leap another 20% as cloud-computing strength drives strong earnings, Wedbush says

A permanent shift to telework will bolster the cloud product's growth, and the trend is still "in e…

Ben Winck   


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Microsoft could jump 38% as cloud business carves a path to 'sustained' double-digit revenue growth, Goldman Sachs Says

Goldman Sachs analysts added Microsoft to their "Conviction List" on Monday, citing the company's b…

Will Daniel   


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Microsoft stock will climb to $300 as the company gains cloud market share, Wedbush says

Wedbush analyst Daniel Ives sees Microsoft's Azure gaining market share in the cloud services battl…

Will Daniel   


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These are the top 10 holdings of the Mormon Church's $49 billion stock portfolio

The Church of Jesus Christ of Latter-day Saints' has an investment portfolio topping $100 billion t…

Matthew Fox