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Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
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Evercore ISI Reiterates Outperform Rating on Microsoft (MSFT)
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Microsoft (MSFT) call put ratio 2.4 calls to 1 put into NVIDIA (NVDA) quarter results and outlook
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TD Cowen Reiterates Buy Rating on Microsoft (MSFT)
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KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) as Microsoft Ignite Starts
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Hedge funds are buying these two big tech stocks while selling two rivals
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Larry Summers Resigns From OpenAI Board - Axios
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Guggenheim Reiterates Buy Rating on Microsoft (MSFT)
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Trump: we must have one AI federal standard instead of a patchwork of 50 State regulatory regimes
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NVIDIA expands Microsoft partnership with Blackwell GPUs for AI infrastructure
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Nutanix partners with Microsoft to support Azure Virtual Desktop on premises
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Nvidia, Microsoft are committing to invest in Anthropic's next fundraising round - Reuters
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SymphonyAI integrates NVIDIA Omniverse into industrial AI platform
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Anthropic valued at $350B after Microsoft and Nvidia deal - CNBC
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Microsoft, NVIDIA partner with Anthropic in $15 billion AI deal
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Rothschild Redburn Downgrades Microsoft (MSFT) to Neutral
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Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle, Microsoft, Meta, Amazon, And Alphabet - Reuters
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Levi Strauss partners with Microsoft on AI-powered employee tools
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Microsoft (MSFT) call put ratio 1.8 calls to 1 put
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Baird Starts Microsoft (MSFT) at Outperform
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Active options: OPEN CRCL MSFT BBAI MSTR PFE IREN CRWV SMR WULF GOOGL CORZ
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Microsoft (MSFT) call put ratio 2.7 calls to 1 put
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Active options: MSFT BBAI MSTR PFE IREN CRWV SMR WULF GOOGL CORZ
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ADL and JLens oppose Microsoft shareholder proposal on Israel business
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Microsoft Expands Data Center Buildout With 'Super Factory' Site, Company Says -- WSJ
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Morgan Stanley sees up to 20% shortage of US power for data centers through 2028
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'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
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Active options: MSFT INTC GOOGL MSTR HOOD CRWV BMNR GOOG PFE IREN
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OpenAI’s data center partner Crusoe nears $120 million stock sale for its employees at around $13 billion valuation - The Information
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Active options: PFE HIMS BAC UBER BMNR COIN SOFI PCG CIFR RGTI MSFT
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Apple (AAPL) Plans To Launch Its First Low-cost Mac Laptop In 1h 2026 - Bloomberg
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Microsoft Neocloud Deals Cross $60 Billion in AI Spending Frenzy - Bloomberg
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RBC Capital Reiterates Outperform Rating on Microsoft (MSFT) Following IREN Deal
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Lambda secures multibillion-dollar Microsoft deal for AI infrastructure
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Mizuho on Amazon.com (AMZN): 'We view the OpenAI deal validating the long-term opportunity for AWS'
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IREN shares surge after $9.7 billion AI cloud deal with Microsoft
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US allows Microsoft (MSFT) to ship Nvidia (NVDA) AI chips to use in UAE for first time - FT
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IREN signs $9.7 billion AI cloud contract with Microsoft
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Mixed setup for this chipmaker ahead of earnings, Jefferies says
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Taking a deeper look at the economics of Oracle’s (ORCL) AI business
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Truist Shares Further Thoughts on Microsoft (MSFT) Post 1QFY26
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Cantor Fitzgerald Reiterates Overweight Rating on Microsoft (MSFT)
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DA Davidson Reiterates Buy Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Raised to $655 at TD Cowen; 'Demand Signals Are Accelerating'
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Piper Sandler on Microsoft (MSFT): 'Buy on Weakness'
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KeyBanc on Microsoft (MSFT): 'Capacity Constraints Resurface'
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Microsoft slips despite first-quarter beat as investor eye AI spending plans
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Gannett announces Microsoft AI deal
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Morgan Stanley on Microsoft: ’We would be aggressive buyers on any pullbacks’
