The Baron Durable Advantage Fund is up 136% in the last half-decade, dwarfing the S&P 500's 93% gai…

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

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

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

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

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

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

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

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

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

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

Microsoft will benefit as cloud computing becomes a "transformational secular trend," said Dan Ives…

Disney was the Dow's biggest decliner in 2021, and research by Bespoke Investment indicates the sto…

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

A "continued customer shift" to cloud products harmed the company's traditional software sales, Mic…

Microsoft is exploring a new system named Argus, which it dubbed the "first public anti-piracy syst…

Microsoft shares could reach a record $550 amid "tidal wave" of AI monetization, Wedbush Securities…

"Retail traders are officially back in the mix after a three-month lull," Vanda Research said in a …

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

"There's not enough retail interest to indicate a bubble is forming, and there's a lot more room fo…