When AI starts to feel like the metaverse, the stock market's favorite trade could be in trouble. BCA Research said it was looking for one warning sign in particular when it comes to the AI boom, which has sent tech stocks into stratospheric territory as companies pour billions into AI-related investments.According to Peter Berezin, the chief global strategist at the research firm, it could be time for investors to get out when AI sees a "metaverse moment" — a scenario in which a large AI firm announces "e ...

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is being recognized as a significant AI stock on Wall Street, with analysts expressing confidence in its performance ahead of upcoming earnings reports [1][2]. Group 1: Analyst Ratings and Price Targets - Evercore ISI has reiterated its "Outperform" rating for Microsoft, indicating strong confidence in the company's growth in AI infrastructure and capital expenditures [1]. - Guggenheim has upgraded Microsoft to "Buy" from Neutral, setting a price target of $586, which represents a 12% upside from current levels [2]. Group 2: Company Focus and Market Position - Microsoft is focused on providing AI-powered cloud, productivity, and business solutions, emphasizing efficiency, security, and advancements in AI technology [2]. - The company is expected to continue investing in AI to meet demand, with analysts noting that capacity for AI infrastructure remains tight [1].

Layoff Trends Across Sectors - Various sectors are experiencing layoffs, impacting both traditional industries and tech companies [1][2] - The data highlights significant workforce reductions across multiple major corporations [2] Specific Company Layoff Numbers - UPS announced layoffs of 48 thousand employees [2] - Amazon reduced its workforce by 30 thousand employees [2] - Intel cut 24 thousand positions [2] - Nestle laid off 16 thousand employees [2] - Accenture and Ford both reduced their workforce by 11 thousand employees each [2] - Novo Nordisk experienced layoffs of 9 thousand employees [2] - Microsoft's layoffs impacted 7 thousand employees [2] - PwC reduced its workforce by 56 thousand employees [2] - Salesforce laid off 4 thousand employees [2] - Paramount's layoffs impacted 2 thousand employees [2] - Target reduced its workforce by 18 thousand employees [2] - Kroger laid off 1 thousand employees [2] - Applied Materials cut 14 thousand positions [2] - Meta experienced layoffs of 600 employees [2]

CONCLUDED Stock Market News From Oct. 29, 2025: Stocks and Bonds Take a Hit Last Updated: 10 hours ago Stocks Are Rising Ahead of Fed Decision, Big Tech Earnings By Tools Customer Service Customer Center Network Karishma Vanjani Wall Street preps for a big day as some of the world's largest tech companies are set to unveil report cards over the next 48 hours and a decision on interest rates impends from the Federal Reserve. The S&P 500 rose 0.3% at the open, while the Dow and Nasdaq were up 0.2% and 0.7%, r ...

Microsoft is set to report first-quarter earnings after the bell on Wednesday, Oct 29. The company is one of three big tech companies revealing financial results on Wednesday. The others are Meta and Alphabet. Wall Street analysts are bullish on the company, according to Bloomberg. Microsoft hit a $4 trillion market cap after it beat expectations in its last quarterly report. Nvidia was the first company to reach the milestone earlier this year. Like all other major tech companies, Microsoft is ramping u ...

Market Overview - The S&P 500 index reached an intraday record above 6,900 for the first time, marking a significant milestone in the market [2][3] - Major averages posted record closes for two consecutive days, indicating strong market performance [3] Economic Indicators - Investors are awaiting the Federal Reserve's decision on interest rates, with expectations for a second consecutive cut [3] - The Fed's announcement is scheduled for 2 PM ET, followed by a press conference with Fed Chair Powell at 2:30 PM ET [3] Corporate Earnings - The earnings season is in full swing, with five companies from the "Magnificent 7" set to release quarterly figures in the next two days [3] - Notable companies reporting today include Microsoft, Alphabet, and Meta, which are key players in the tech sector [3] Company Developments - AI-writing assistant Grammarly has announced a rebranding, changing its name to Superhuman to unify its various platforms under one brand [3]

Security Threat - Malicious actors are targeting user data by attempting to gain access to accounts and devices [1] Microsoft Windows Protection - Microsoft confirms new Windows Admin Protection to counter malicious actors [1]

CONCLUDED Stock Market News From Oct. 29, 2025: Stocks and Bonds Take a Hit Last Updated: 10 hours ago Big Tech Earnings on Tap Later Today: Alphabet, Microsoft, and Meta Big Tech earnings officially kick off today, with Google parent Alphabet, Facebook owner Meta Platforms, and Microsoft reporting results after the market closes today. Subscribe to Barron's Tools Customer Service Customer Center Network Here's a recap of what to expect from each one: Cryptocurrencies Data Magazine Markets Stock Picks Barro ...

System Upgrade - Microsoft's original deadline to upgrade before the end of Windows 10 was October 14 [1] - Users who missed the deadline or whose PCs lack the required 4GB of RAM or TPM 2.0 can still upgrade [1] - Upgrading after the deadline comes with a warning [1]

Group 1 - Major technology companies Microsoft, Alphabet, and Meta Platforms are set to report earnings after market close on Wednesday [1] - Healthcare companies Eli Lilly and Company and Merck & Company Inc. will report pre-market on Thursday, followed by Apple Inc. and Amazon.com Inc. after market close [1] - The following week will see further technology earnings reports from Advanced Micro Devices, Arista Networks, QUALCOMM Incorporated, and Arm Holdings after market close on Tuesday and Wednesday [1]