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Microsoft stock ended lower but held a key level Tuesday amid volatility stemming from the U.S.-Iran war. Is Microsoft stock a buy or sell now? Shares had gained 4% last week despite worries about Big Tech's investments in Middle East data centers.

Industry groups say proposed app tracking changes fail to resolve competition concerns.

Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker, on Tuesday said its sales last month rose 22% year over year.

Oracle’s cloud segment, which now represents over half of the company’s sales, grew 44% from a year ago, to $8.9 billion.

There are some great bargains in the stock market right now.

Qualcomm Stock Falls After BofA Warns of Weak Growth Ahead

The real fortunes in AI will be made from companies providing the essential memory, energy, and physical space that make artificial intelligence possible.

Analysts at Bank of America reinstated coverage of Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) on Tuesday with an ‘Underperform’ rating and a $145 price target, pointing to modest long-term growth expectations and several competitive and customer-related headwinds. Shares of Qualcomm traded hands...

Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.

Apple reported December quarter product gross margins of 40.7% in January. Analysts surveyed by FactSet expect product gross margins for the December 2026 quarter to be 40.6%.

The former Texas governor believes the AI race will be won by energy-rich states and companies that can navigate a tightening industrial supply chain.

As the name says, the fund invests only in the Magnificent Seven tech stocks.

Retirees building income portfolios in 2026 face a genuine tension: bond yields have pulled back from recent highs, dividend stocks feel crowded, and the funds marketed as “rate-resilient” often look nothing like their names suggest once you open the hood. Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR) is one of those funds worth examining closely ... FDRR Is Up 23% but Retirees Probably Don’t Know What They’re Actually Buying

Wall Street piled into risk on Tuesday as oil prices retreated. The Nasdaq Composite rallied 0.9%, while the S&P 500 gained 0.7%. The Dow rose 433 points, or 0.9%. Momentum, small-caps, growth, and technology were among the market’s leading strategies on Tuesday.

Cap-weighted index funds have a structural quirk that most investors overlook: the more a stock’s price rises, the more of your money gets automatically funneled into it. With NVIDIA, Apple, and Microsoft now representing roughly 28% of the iShares S&P 100 ETF (OEF), owning a cap-weighted large-cap fund today means roughly one dollar in three ... Forget Cap-Weighted Indexes: Why This Equal Weight Large-Cap ETF Belongs in Every Retirement Portfolio Instead

For years, the knock on ESG investing was simple: you sacrifice returns to feel good about your portfolio. The data from ESGU tells a different story. What ESGU Is Actually Built to Do iShares ESG Aware MSCI USA ETF (NYSEARCA:ESGU) is designed to give investors broad U.S. equity exposure while tilting toward companies with stronger ... The ESG US Equity ETF That’s Proving Responsible Investing Doesn’t Mean Lower Returns

Chip giant rides continued global AI spending wave

MSFT's Azure AI momentum builds as cloud revenues jump 39%, Copilot adoption surges and new AI tools expand enterprise demand even as capacity constraints persist.

The Vanguard Utilities ETF has risen by around 9% this year.

New Microsoft 365 tier bundles Copilot and AI agent tools.

India emerges as a growing production base

Sony is fighting a London lawsuit worth almost 2 billion pounds ($2.7 billion) that alleges the PlayStation maker's "monopoly position" inflated prices ‌for digital games, in the latest mass consumer case to go to trial ‌in Britain. The Japanese conglomerate is accused of abusing its dominant position by requiring digital games and add-ons for ​its console to be bought and sold only via its PlayStation Store, making prices higher than for physical games. Sony says it has "invested years and billions" in an integrated gaming platform that benefits consumers in a competitive market, where rivals Nintendo and Microsoft's Xbox use similar models.

Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ:META), Oracle (NASDAQ:ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must ... AI’s Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well

Legora, an AI platform for lawyers, is now valued at $5.55 billion following a $550 million Series D led by Accel to fuel its growth in the U.S.

Worldwide, Apple manufactures between 220 million and 230 million iPhones annually.