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Has the cease-fire rally pushed stocks too high, too quickly?

Here's what a handful of investing professionals say about the market's rapid recovery - and the fragile Middle East truce.

Apr 10, 2026 34 views

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Has the cease-fire rally pushed stocks too high, too quickly?

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12 Days of Christmas? 12 Stocks That Are Gifts for 2026.

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Nebius Group (NBIS) Is Up 20.8% After Blackwell AI Cloud Deal Wins With Microsoft And Meta âEUR" Has The Bull Case Changed?

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Dec 25, 2025

Nebius Group (NBIS) Is Up 20.8% After Blackwell AI Cloud Deal Wins With Microsoft And Meta âEUR" Has The Bull Case Changed?

Earlier this month, Nebius Group launched Nebius AI Cloud 3.1, rolling out NVIDIA Blackwell Ultra-based infrastructure, real-time capacity tools, and stric...

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Microsoft Will 'Prove Doubters Wrong' In 2026 With AI-Fueled Growth

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Dec 24, 2025

Microsoft Will 'Prove Doubters Wrong' In 2026 With AI-Fueled Growth

Microsoft received some reassuring analyst reports this week as the software giant faces skepticism about its AI investments.

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Microsoft, Salesforce Lead Evercore's 2026 Picks

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Dec 23, 2025

Microsoft, Salesforce Lead Evercore's 2026 Picks

Software rally seen broadening next year

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BlackRock Names Spot Bitcoin ETF Among Its Top Investment Themes of 2025

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Dec 23, 2025

BlackRock Names Spot Bitcoin ETF Among Its Top Investment Themes of 2025

BlackRock has placed its spot Bitcoin exchange-traded fund among its three biggest investment themes for 2025. The post BlackRock Names Spot Bitcoin ETF Am...

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Heavy AI Investment Positions Microsoft (MSFT) for Strong Growth Beyond 2026

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Dec 22, 2025

Heavy AI Investment Positions Microsoft (MSFT) for Strong Growth Beyond 2026

Microsoft Corporation (NASDAQ:MSFT) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Microsoft Corporation (NASDAQ:MSFT) is making a m...

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Meet the "Magnificent Seven" Stock That Pays More Dividends Than Any Other S&P 500 Company. Here's Why It's a Buy Before 2026.

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Meet the "Magnificent Seven" Stock That Pays More Dividends Than Any Other S&P 500 Company. Here's Why It's a Buy Before 2026.

Microsoft rewards long-term investors in a variety of ways.

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Billionaire Philippe Laffont Has 18% of His Portfolio Invested in 3 Trillion-Dollar AI Stocks. Wall Street Says They Can Soar in 2026.

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Dec 21, 2025

Billionaire Philippe Laffont Has 18% of His Portfolio Invested in 3 Trillion-Dollar AI Stocks. Wall Street Says They Can Soar in 2026.

Hedge fund manager Philippe Laffont has a large percentage of his portfolio invested in Meta Platforms, Microsoft, and Amazon.

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Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main Street

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Dec 20, 2025

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The data centers critical to the nation's AI ambitions are spawning local political battles as rising energy costs frustrate communities. What investors ne...

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IREN (NasdaqGS:IREN) Valuation After Microsoft AI Deal, Capital Raises and Mounting Dilution Concerns

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Dec 20, 2025

IREN (NasdaqGS:IREN) Valuation After Microsoft AI Deal, Capital Raises and Mounting Dilution Concerns

IREN (NasdaqGS:IREN) just pulled off one of the more aggressive capital raises in the AI infrastructure space, stacking new convertible notes and equity on...

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Microsoft, Google, Amazon Partner With U.S. Energy Department to Boost AI Innovation

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Dec 19, 2025

Microsoft, Google, Amazon Partner With U.S. Energy Department to Boost AI Innovation

AMD, Nvidia, OpenAI Among 24 Companies Driving AI Research in Energy Sector

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Cognizant, Microsoft agree multi-year partnership for AI integration

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Dec 19, 2025

Cognizant, Microsoft agree multi-year partnership for AI integration

The partnership will enable Cognizant and Microsoft to embed agentic AI and Copilot capabilities.

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Has the cease-fire rally pushed stocks too high, too quickly?

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From on-device AI to the 'girlfriend index,' trading ideas from the research firm that nailed 2025's investment themes

European defense stocks slip following positive TrumpâEUR"Zelenskiy talks

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Search Results for: "microsoft selects"

📰 Latest Articles

12 Days of Christmas? 12 Stocks That Are Gifts for 2026.

Nebius Group (NBIS) Is Up 20.8% After Blackwell AI Cloud Deal Wins With Microsoft And Meta âEUR" Has The Bull Case Changed?

Microsoft Will 'Prove Doubters Wrong' In 2026 With AI-Fueled Growth

Microsoft, Salesforce Lead Evercore's 2026 Picks

BlackRock Names Spot Bitcoin ETF Among Its Top Investment Themes of 2025

Heavy AI Investment Positions Microsoft (MSFT) for Strong Growth Beyond 2026

Meet the "Magnificent Seven" Stock That Pays More Dividends Than Any Other S&P 500 Company. Here's Why It's a Buy Before 2026.

Billionaire Philippe Laffont Has 18% of His Portfolio Invested in 3 Trillion-Dollar AI Stocks. Wall Street Says They Can Soar in 2026.

Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main Street

IREN (NasdaqGS:IREN) Valuation After Microsoft AI Deal, Capital Raises and Mounting Dilution Concerns

Microsoft, Google, Amazon Partner With U.S. Energy Department to Boost AI Innovation

Cognizant, Microsoft agree multi-year partnership for AI integration

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