Aswath Damodaran Says Microsoft, Amazon, Meta and Alphabet Are Overinvesting in AI
Aswath Damodaran, the NYU Stern professor known as the "Dean of Valuation," says Microsoft, Amazon, Meta and Alphabet are collectively...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Hyperscalers’ AI borrowing tops $489 billion as bond investors grow wary
AI-related debt issuance hit $489 billion by mid-2026, according to Goldman Sachs, with hyperscalers Alphabet, Amazon, Meta, Microsoft, and Oracle...
UBS says the equity rally has room to run despite AI selectivity
UBS says the equity rally still has room to run, citing easing Strait of Hormuz oil risk, resilient AI-linked earnings,...
S&P 500’s four-day surge into a 52-week high draws dot-com bubble comparison
BTIG chief market technician Jonathan Krinsky says the S&P 500's four-day surge into a 52-week high has occurred only three...
Microsoft says OpenAI drives 70% of its AI sales growth
OpenAI now drives roughly 70% of the growth in Microsoft's AI sales, with its own revenue reaching an annualized run...
