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Microsoft Corp stock could regain momentum as improving AI execution, cloud growth and financial balance address investor concerns, according to BNP Paribas analyst Stefan Slowinski. Copilot Push Aims To Restore Confidence Slowinski said investor frustration stems from limited traction in Microsoft's Copilot offering despite its leadership in SaaS through 365 Commercial Cloud. He noted that CEO Satya Nadella is driving a "Copilot code red" effort to improve performance and the user experience, w

Software stocks just recorded the worst relative performance against the S&P 500 in the sector’s entire recorded history. The iShares Expanded Tech-Software Sector ETF (IGV) cratered more than 24% in Q1 2026, its steepest quarterly plunge since Q4 2008. Salesforce, Adobe, Oracle, and even ...

The S&P 500 returned 12.8% from Election Day 2024 through April 10, 2026, according to FactSet market data. Higher oil prices and tariff headlines created volatility, yet corporate results held firm and policy moves delivered support. Amid concerns about war, oil prices, inflation, and the economy, bulls are zeroing in on three clear positives: earnings ... Not All the Signals Are Bearish Under President Donald Trump — Here’s What Bulls Are Watching

The S&P 500 is mixed after March inflation came in just below forecasts and uncertainty over a peaceful resolution to the Iran war. Tech stocks, though, were once again doing the heavy lifting. Right in the middle is Nvidia (NASDAQ:NVDA), which just logged its eighth consecutive session of gains through Friday’s close, with the stock ... Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

(Bloomberg) -- Japan approved ¥631.5 billion ($4 billion) in additional subsidies to quicken Rapidus Corp.’s entry into the high-stakes AI chipmaking arena, ramping up support for a project widely regarded as a long shot.The capital is intended to bankroll Rapidus’ work for IT firm Fujitsu Ltd., one of the initial clients that Tokyo hopes will get the signature endeavor off the ground. The new money raises the fees and investments that the government is injecting into the startup to ¥2.6 trillio

For investors seeking low-cost U.S. stock market exposure, two Vanguard funds dominate the conversation: the Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and the Vanguard S&P 500 ETF (VOO). At first glance, choosing between a mutual fund and an ETF can feel confusing. Both give you broad exposure to the U.S. market, but they work differently when it comes to how you buy, trade, and manage them. Here, we compare both to help investors decide which option may be the better fit for

Gabelli Dividend & Income Trust (NYSE:GDV) trades around $28 and has returned 42% over the past year, a number that tells you something important before you even look at the income. This closed-end fund launched in November 2003 with $2.9 billion in total net assets and seeks high total return with an emphasis on dividends ... GDV returned 42% in a year by betting on dividend anchors like JPMorgan and Amex

This company can appeal to investors with different goals and styles.

(Bloomberg) -- Staff at Microsoft Corp. have told some developers of carbon removal credits that the company is pausing what is currently the world’s biggest program for financing the extraction of CO2 from the atmosphere.Employees at the software giant have called a number of carbon project developers in recent days to say Microsoft is putting purchases on hold, according to two people familiar with the matter who asked not to be identified disclosing confidential information. In one instance,

Investing.com -- Artificial Intelligence is reshaping the U.S. labor market at a rapid clip, though early data suggests the transition is more balanced than many bearish forecasts originally assumed.

The memory specialist may be a hot stock in the AI space now, but for sustainable long-term options, look to the diversified tech giants.

Dan Ives is calling the turn. With geopolitical tensions easing after Iran ceasefire developments, the Wedbush analyst sees a risk-on shift underway—and argues that tech stocks, especially Microsoft Corporation, Salesforce, Inc. and ServiceNow, Inc, are mispriced right as AI demand accelerates. AI Demand Is Hitting Now, Not Later After weeks of industry checks, Ives says the message from CIOs is clear: AI adoption is moving fast from experimentation to deployment. Enterprises are actively identi

(Bloomberg) -- Apple Inc. has hired Uber Technologies Inc.’s head of public policy and government relations for Asia-Pacific as it looks to revamp its supply chains in the region.Mike Orgill took up his new role with the iPhone maker this week, according to people familiar with the matter. Neither Orgill, Apple nor Uber immediately responded to requests for comment.Asia is a key region for the Cupertino, California-based company, which has been diversifying supply chains away from China and has

RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

Palantir fell as rising competition in AI software weighed on its premium valuation, with recent commentary highlighting pressure on its ability to expand beyond long-cycle government contracts despite strong defense demand.

Microsoft (NasdaqGS:MSFT) has launched the Shared AI License Foundation (SAIL), a broad AI patent sharing framework aimed at collaborative foundation model development. The company is also leading Project Glasswing, a joint cybersecurity initiative with other major technology players to secure software supply chains in the age of advanced AI models. Microsoft has expanded its partnership with Publicis Groupe to deploy an end to end, agentic AI driven marketing stack across global operations...

(Bloomberg) -- Wall Street banks are starting to test Anthropic PBC’s Mythos model internally as Trump administration officials encourage them to use it to detect vulnerabilities.While JPMorgan Chase & Co. was the only bank named as part of an initiative to test the Mythos model, other major financial institutions have also gained access or expect to in the coming days, according to people familiar with the matter. Goldman Sachs Group Inc., Citigroup Inc., Bank of America Corp. and Morgan Stanle

Mantle is making a larger point than simply adding another tokenized asset product. The Ethereum (CRYPTO: $ETH) lay...

We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks #6 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $5.51 billion Taiwan Semiconductor’s (NYSE:TSM) moat comes from its leadership in advanced semiconductor manufacturing, where it controls about 70% of the […]

CoreWeave's new big AI contracts with Anthropic and Meta are reshaping its growth runway and risk profile, today, April 10, 2026.

Treasury Secretary Scott Bessent, as well as Federal Reserve Chair Jerome Powell, arranged an emergency meeting of top bank bosses earlier this week, Bloomberg reported on Friday, to address the risks raised by the limited release of Anthropic’s newest AI model, known as Claude Mythos. Each of the lenders invited, according to the report, are part of the so-called Big 8 group of Global Systemically Important Banks, which the Fed deems crucial to broader financial system risks and imposes higher capital buffer rules as backstop. The concern stems from the ability of Mythos to find and exploit so-called zero-day vulnerabilities in tech infrastructure, based on relatively simple prompting.

Intel stock is in the midst of its longest winning streak since September 2023. Analysts see momentum continuing with headline-catching deals.

Apple is gaining market share in PCs and smartphones, thanks to its MacBook Neo notebook and iPhone 17 handsets. Apple stock was little changed.

Katie Stockton, founder of Fairlead Strategies and a market technician, sees a mixed picture for the megacap tech stocks, but upside for the Dow transports.

CoreWeave (CRWV) and Anthropic (ANTH.PVT) have partnered on a multiyear cloud deal. Yahoo Finance Technology Editor Dan Howley goes over the details.