The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...
Microsoft’s recent shift in its operating system (OS) strategy is sending ripples through the tech world, with reverberations that are particularly concerning for long-term investors. As the company races ahead, pushing users to abandon Windows 10 in favor of Windows 11, deep fissures are...
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Investing in technology stocks has often been a lucrative endeavor, and Microsoft's performance over the past decade exemplifies this trend. If you had invested $1,000 in Microsoft Corporation (MSFT) stock ten years ago, your investment would have experienced substantial growth.
Initial...
Microsoft’s performance among the so-called “Magnificent Seven” technology stocks has recently attracted heightened scrutiny, after an uncharacteristic year of underperformance relative to the broader S&P 500. This period of relative lag, however, sits in sharp contrast to the robust fiscal Q3...
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Cathie Wood’s Bold Bet in a Volatile Market
In a market defined by turbulence—from trade wars and tariffs to recession fears—veteran investor Cathie Wood is charging ahead with investments in two technological titans. Her recent buying spree in Nvidia and Amazon not only signals her confidence...