MSFT

https://fortune.com/2026/05/29/microsoft-working-on-super-app/

The Investment Committee give you their top stocks to watch for the second half.

AI software spending is surging, lifting prospects for ETFs like IGV as firms monetize cloud, security and enterprise AI tools.

Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]

Investors may be wondering whether Microsoft stock still offers good value at current levels, or if most of the potential upside is already reflected in the price. The stock last closed at US$426.99, with returns of 1.9% over the past week, a small decline of 0.5% over the past month, a larger decline of 9.7% year to date, a decline of 6.2% over the past year, and gains of 31.4% and 81.1% over the past 3 and 5 years respectively. Recent coverage has focused on how Microsoft fits into long...

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Dell Technologies revenue is growing at an accelerating pace as demand soars for hardware that powers artificial intelligence. For the fiscal first-quarter, the PC and server maker reported adjusted earnings of $4.86 per share on revenue of $43.8 billion. In the same period last year, Dell posted adjusted earnings of $1.55 a share on revenue of $23.4 billion.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.