Nvidia’s AI reign faces a challenge from software ETF IGV
Software stocks are pulling out of a rough start to 2026 as the AI trade rotates away from chipmakers. The…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Bill Ackman’s Pershing Square Builds Microsoft Stake Worth $2.3 Billion
Pershing Square founder Bill Ackman built a Microsoft stake that became public in May, then added to it after selling…
IEA Data Puts AI Power Demand at 945 TWh by 2030, Boosting Utility and Nuclear Stocks
The International Energy Agency projects that electricity demand from AI data centers will more than double by 2030, a shift…
AI bubble’s debt load poses bigger near-term market risk than AI safety fears
A collapse of the AI investment bubble could pose a more immediate threat to markets than fears over uncontrolled artificial…
Bill Ackman puts 45% of Pershing Square USA’s portfolio into Microsoft, Meta and Uber
Bill Ackman's new closed-end fund, Pershing Square USA, has put roughly 45% of its portfolio into just three stocks: Microsoft,…
