Big Tech earnings are well underway, with Microsoft (MSFT) reporting just last week, and plenty more coming up this week. Chip leader Advanced Micro Devices Inc (NASDAQ:AMD) is slated for the confessional after the close on Thursday, Feb. 12, and is seeing ample attention in the options pits ahead of the event. AMD easily made the list of  Senior Quantitative Analyst Rocky White's equities that have attracted the highest options volume in the past two weeks. In the last 10 days, the stock has seen more than ...

Well, we've gotten in four of the mag seven companies. This week, we'll hear from Amazon and Alphabet Google. So, what can we expect? Let's talk to our panel. Kim Forest, founder and chief investment officer of Bokeh Capital Partners, and Corey Johnson, chief market strategist at Apistrophe Capital Research. Thank you both for being with us. Corey, I'll start with you. When you think about the mag seven names, I mean, there were some that people loved like Microsoft. I I actually was with the trader last ni ...

Meta Platforms and Microsoft are both ramping up artificial intelligence (AI) spending, but the stocks are moving in opposite directions.If you think the stock market could fall in 2026, it might seem counterintuitive to load up on growth stocks. Investors tend to gravitate toward income and value stocks during times of uncertainty because these companies are priced more for their existing earnings than their potential earnings.But if you are a long-term investor who plans to hold stocks for three years, fi ...

In these times of high political uncertainty, it is particularly important to follow an investment approach that can help you to perform well across different macroeconomic and geopolitical scenarios.I specialize in constructing investment portfolios aimed at generating additional income through dividends. My focus lies on identifying companies with significant competitive advantages and strong financials that can provide you with an attractive Dividend Yield and Dividend Growth, thus enabling you to augmen ...

Group 1: Retail Investor Trends - Retail investors are increasingly active, with 37% of individuals aged 25 having made investment transfers from checking accounts since age 22, a significant increase from 6% in 2015 [1] - Retail investors are becoming more sophisticated, and their sentiment is of interest to the market, particularly through platforms like Robinhood, which lists the 100 most-owned stocks [2] Group 2: Popular Stocks Among Retail Investors - The most-owned stocks on Robinhood reflect a strong interest in large-cap companies, particularly in the tech sector, many of which are expected to benefit from advancements in artificial intelligence [5] - The top 10 most-owned stocks on Robinhood include Nvidia, Apple, Tesla, Amazon, Microsoft, AMC Entertainment, Ford Motor Company, Meta Platforms, Alphabet (Class A), and Netflix [6] - Notably, AMC gained popularity during the pandemic's meme-stock craze, while Ford's stock has been volatile due to its transition to electric vehicles and external challenges [7][8] Group 3: Investment Recommendations - Among the most-owned stocks, Amazon and Microsoft are highlighted as the two best investment opportunities currently [9] - Amazon faced challenges last year due to tariffs affecting its e-commerce operations, but it has established a robust supply chain and logistics network capable of rapid product delivery [10]

What happened According to an SEC filing dated Feb. 2, 2026, Artemis Investment Management LLP initiated a new stake in Commercial Metals Company (NYSE:CMC) by acquiring 1,501,906 shares during the fourth quarter. The estimated transaction value was $103.96 million, calculated using the quarter’s average share price. The quarter-end value of the position matched this figure, reflecting the combined impact of the share purchase and any price movement during the period. What else to know Artemis’s new Com ...

All right, Diane King Hall is with me and we continue to take a look at some of these big tech names and what a week it was for Microsoft in particular, Apple, too. Let's uh hear some details. >> Yeah, we've got uh some analyst activity across the Mag 7 to kick off the week here.Uh and this is Philip Securities taking a look at both Apple and Microsoft and you've got upgrades for both of them. We'll start out with Microsoft. They've upgraded Microsoft to buy from accum accumulate.They are keeping the price ...

WASHINGTON--(BUSINESS WIRE)--Pondurance, the leading provider of managed detection and response (MDR) services for mid-market organizations in highly regulated industries, today announced the immediate availability of Pondurance for Microsoft, a purpose-built MDR service designed to protect Microsoft-centric IT environments commonly found in organizations with limited security resources and elevated breach risk. Mid-market organizations rely heavily on Microsoft 365 technologies and applications including t ...

You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (NASDAQ: MSFT) was the victim of this expectations hit last Thursday, as Wall Street digested its Q2 2026 earnings report released the day before. The sell-off wiped away a staggering $357 billion from the tech ...

Group 1: Metal Market Dynamics - The silver and gold markets are experiencing significant declines, with silver hitting a trading limit down and gold also nearing a limit down at the close [2] - The supply-demand dynamics for metals show no signs of reversal, with increasing terminal inventories and reduced purchasing willingness from downstream sectors due to high prices [2][4] - The demand for aluminum remains weak, while Indonesia's electrolytic aluminum production capacity is increasing, alleviating previous electricity shortages [3] Group 2: Broader Economic Narratives - The recent surge in metal prices is primarily driven by macroeconomic narratives rather than supply-demand fundamentals, with geopolitical tensions leading to a preference for physical assets over dollar-denominated assets [4][5] - Historical price determinants tend to favor supply-demand relationships over macroeconomic narratives, which may mislead investors at high price levels [5] Group 3: AI Investment Trends - Microsoft's recent stock drop, despite solid earnings, highlights a potential shift in capital allocation towards AI, with investors voting against companies that increase AI spending without corresponding output [6][8] - The trend suggests that large companies may need to optimize AI capital expenditures, which could pressure hardware-related narratives [8] Group 4: AI as a Productivity Tool - Current AI applications often do not enhance productivity significantly, as many businesses could achieve similar results by hiring data analysts instead of relying on third-party AI services [13][14] - The lowering of barriers in software development due to AI advancements may lead to businesses developing their own solutions, reducing reliance on external vendors [15] Group 5: Future of AI Applications - The focus on AI applications may need to shift, particularly in consumer-facing sectors where the utility of AI remains limited [16] - Businesses leveraging cloud services and AI models are likely to benefit from cost reductions and the creation of new business models, potentially leading to the emergence of new industries [17]