Microsoft: Stock to Avoid or Once-in-a-Decade Buying Opportunity?

Since peaking last fall, Microsoft (NASDAQ: MSFT) shares are down more than 25%. The sell-off accelerated in 2026, as fears that generative artificial intelligence (AI) software would render Microsoft’s expensive enterprise software suite obsolete led analysts to rerate how much Microsoft’s current earnings are actually worth. On top of that, Microsoft’s second-quarter earnings report in […]

Nike Stock Has Been Absolutely Slammed, Bolstering Its Dividend Yield. Is This a Buying Opportunity?

It’s been a brutal stretch for Nike (NYSE: NKE) shareholders. The stock has fallen sharply this year, bringing shares down to levels not seen in years. The athletic apparel and footwear giant has been grappling with intense competition from newer upstart brands and a challenging macroeconomic environment that has pressured discretionary spending. But despite the […]

Apple’s China smartphone sales jump 23% to start 2026, bucking industry trend

Apple posted a 23% surge in China smartphone sales in the first nine weeks of ‌2026, bucking a broader market decline as some Android phone makers raised ‌prices in response to higher costs for memory chips. China’s overall smartphone market fell 4% year-on-year in the ​January-to-early-March period, with government subsidies introduced at the start of […]

Nasdaq receives SEC nod for trading in tokenized securities

The U.S. Securities and Exchange Commission on Wednesday approved a Nasdaq (^IXIC) proposal ‌to allow certain stocks to be traded ‌and settled in tokenized form, according to a regulatory filing, ​marking a step toward integrating blockchain-based settlements into mainstream equity markets. Exchange operators have been doubling down on their push to capitalize on the boom […]

Billionaire David Tepper of Appaloosa Tripled His Stake in Micron but Has Been Dumping a Historically Cheap AI Stock Over the Last Year

Roughly one month ago, on Feb. 17, institutional investors with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission. This formal-sounding filing provides investors with a way to track which stocks Wall Street’s savviest money managers bought and sold in the latest quarter (in […]

Oracle’s “Halo Effect” Is the Real Deal. But is the AI Growth Stock a Buy in March?

Oracle (NYSE: ORCL) is no longer a stodgy database and data management software company. Aggressive investments in Oracle Cloud Infrastructure (OCI) have made the cloud Oracle’s main growth driver. Demand for training artificial intelligence (AI) models on OCI benefits Oracle’s application software-as-a-service (SaaS) business by making it easier to integrate AI services and agents — […]