Microsoft is a leading global technology company known for its software products, services, and hardware devices. The company is best recognized for its Windows operating systems and the Microsoft Office suite, which facilitates productivity and collaboration for users worldwide. In addition to software, Microsoft also offers cloud computing services through its Azure platform, enabling businesses to leverage scalable and flexible computing resources. The company is actively involved in various sectors, including gaming with its Xbox platform, artificial intelligence, and cybersecurity, continually innovating and expanding its product offerings to meet the diverse needs of consumers and enterprises. Read More
This Vanguard index fund is heavily invested in the "Magnificent Seven" stocks, a group that includes Nvidia, Microsoft, Apple, Amazon, Meta Platforms, Alphabet, and Tesla.
Microsoft (MSFT) is a top dividend stock with strong profitability, financial health, and a sustainable payout. Its low debt, high margins, and consistent dividend growth make it ideal for long-term income investors.
OpenAI, a leader in artificial intelligence research and development, has openly acknowledged significant challenges related to the supply of Graphics Processing Units (GPUs). While the company has indeed faced and continues to grapple with GPU shortages, impacting the rollout and accessibility of its advanced AI models, it is simultaneously implementing
MSNBC will rebrand as MS Now later this year as Comcast separates the network from NBC News, marking a push for independence and a new corporate identity.
Having a stock you own get acquired at a premium feels good at first, but what about the long-term gains that will be left behind when your chips are off the table?
Sam Altman says AI spend will be “trillions” … he also says that some will get “burned” … bull/bear cases on AI… how to thread the needle with Luke Lango and Eric Fry
Shares of technology real estate company Opendoor (NASDAQ:OPEN)
jumped 21.5% in the afternoon session after the company's leadership transition continued to fuel investor optimism. The move extends a rally from the previous week, which began after the company announced CEO Carrie Wheeler would step down. This leadership change has sparked investor optimism for a strategic turnaround. Shrisha Radhakrishna, the Chief Technical and Product Officer, has been appointed as the interim leader while the board searches for a permanent replacement.
Adding to the momentum, Opendoor has been identified as a "meme stock," attracting traders partly due to its high short interest, estimated at around 23%. This interest, often amplified on social media, has contributed to the stock's significant recent gains as investors bet on the company's new direction under fresh leadership.
Shares of home energy technology company Enphase (NASDAQ:ENPH)
jumped 3.8% in the afternoon session after the U.S. Treasury Department issued favorable 'safe harbor' guidance on tax credits for clean energy projects, continuing a surge from the previous session. The stock continued a surge that began on Friday after the Treasury Department and IRS released new 'safe harbor' guidance clarifying which clean energy projects can qualify for tax credits. The new rules were viewed as less restrictive than investors had feared and were particularly favorable for residential solar projects, a key market for companies like Enphase. According to reports, the guidance largely preserved tax credits through 2030, clearing a cloud of uncertainty that had hung over the sector for more than a year and providing better visibility on future subsidies.
Shares of internet service provider Cogent Communications (NASDAQ:CCOI) jumped 8.1% in the afternoon session after it received a double upgrade from Wells Fargo, which cited a favorable risk/reward outlook.
Microsoft’s call-heavy options activity and analyst optimism point to a bullish September setup, even as short-term volatility could open buying windows
Shares of digital insurance provider Lemonade (NYSE:LMND) jumped 4.8% in the afternoon session after BMO Capital significantly raised its price target on the stock. The move was primarily driven by BMO Capital, which nearly doubled its price target on the stock to $42.00 from $23.00. BMO noted that Lemonade's growth may require less capital than its peers due to its rating agency situation, which provides the company with greater financial flexibility. Despite the significant target increase, BMO maintained its "Underperform" rating, cautioning that the current stock price seems to reflect a "best-case scenario."
Shares of solar tracker company Nextracker (NASDAQ:NXT)
jumped 10.7% in the afternoon session after an upgrade from Guggenheim to 'Buy' from 'Neutral,' citing favorable new guidance from the IRS on clean-energy tax credits. The investment bank set a $74 price target on the stock, representing about 22% upside from its prior close. The upgrade was driven by new guidance from the U.S. Treasury and IRS regarding clean-energy tax incentives. Specifically, updated "safe-harbor" rules now clarify that racking installation—a core part of Nextracker's business—qualifies as physical work for tax credit purposes. Analysts at Guggenheim view this as a significant positive development for solar tracker suppliers. The news was well-received by the market, sending Nextracker shares to an all-time high and lifting other solar stocks as the guidance was seen as broadly better than feared.
Shares of fantasy sports and betting company DraftKings (NASDAQ:DKNG)
jumped 3.1% in the morning session after the company secured a direct mobile sports betting license to operate in Missouri.
Shares of residential solar energy company Sunrun (NASDAQ:RUN) jumped 10.4% in the afternoon session after RBC Capital upgraded the stock to 'Outperform' from 'Sector Perform,' citing greater certainty around federal solar tax credits.
Shares of telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) jumped 4.5% in the afternoon session after the company announced the appointment of a former Microsoft AI executive to a key leadership role, coupled with a significant stock purchase by its Chief Financial Officer. The network services provider appointed Sean Alexander, a founding executive of Microsoft AI, as Senior Vice President of Connected Ecosystems. In this new role, Alexander is tasked with building a team to drive customer co-innovation, strategic partnerships, and new revenue streams. This strategic hire suggests a stronger focus on high-growth areas like AI.
Shares of HR and payroll software provider Paylocity (NASDAQ:PCTY) jumped 3.3% in the afternoon session after private equity firm Thoma Bravo lined up a bid to acquire one of its competitors, Dayforce (DAY).
