And that's how bringing another voice to this conversation. Bartlett's Holly Mazaka and also Wells Fargo's Scott Ren as well. Uh you guys both heard what we just spoke about with Lauren here.So I'm going to go with you Holly first on this one as you talk about the markets at or near record highs. Again, Lauren laid out the case for that broadening out trade. Also this idea that we're watching those certain key parts of the market.Is this still a trade that is contingent upon names like Nvidia, Microsoft, Ap ...

Key Takeaways Microsoft's Intelligent Cloud posted $29.9B in Q4 revenues, up 26% year over year.Azure and other cloud services jumped 39% on strong AI and enterprise demand.Management guided $30.1B-$30.4B Intelligent Cloud revenues for Q1 FY26.Microsoft's (MSFT) Intelligent Cloud is powering ahead at an impressive pace. In the fourth quarter of fiscal 2025, the segment delivered $29.9 billion in revenues, up 26% year over year, while Azure and other cloud services rallied 39%, well ahead of estimates. This ...

Microsoft Inc said on Tuesday that it seized nearly 340 websites tied to a rapidly growing Nigerian-based service that allowed users to carry out phishing operations that stole at least 5,000 Microsof... ...

Microsoft Corp. (NASDAQ:MSFT) is one of the best ESG stocks to buy now according to hedge funds. On September 12, Bloomberg reported that OpenAI is close to finalizing a governance overhaul that would convert it into a more conventional for-profit structure, while granting its nonprofit arm an equity stake of at least $100 billion. Bret Taylor, Chairman of OpenAI’s board, stated that the nonprofit will maintain controlling authority through a new public benefit corporation, ensuring oversight of OpenAI’s l ...

Microsoft has been able to monetize AI by integrating AI models from OpenAI and charging clients that use these templates. Additionally, Microsoft sells its Azure clients enterprise AI tools through Azure Foundry that allow them to build and implement AI chat, conversational AI, and AI agents, among other tools. Further growth is likely as AI begins to spread to more parts of the economy and different types of businesses across sectors.Following the earnings release, Truist Securities analyst Joel P. Fishbe ...

U.S. equities are experiencing a mixed but generally upward trend in midday trading on Tuesday, September 16, 2025, as investors digest a flurry of corporate news and anticipate key economic announcements. The technology sector continues to demonstrate robust momentum, pushing major indexes higher, even as broader market sentiment remains cautious ahead of the Federal Reserve's policy meeting.Market Indexes and Midday PerformanceAs of midday, the S&P 500 (^SPX) is showing a slight gain, up approximately 0.2 ...

The S&P 500 and Nasdaq Composite edged down less than 0.1%, while the Dow Jones Industrial Average dropped nearly 0.3%, reflecting cautious market sentiment ahead of the Fed’s highly anticipated interest rate decision scheduled for Wednesday .The Fed’s meeting was underscored by unusual political drama when an appeals court blocked President Trump from removing Fed governor Lisa Cook, allowing her to participate in the two-day event. New Fed governor Stephen Miran was also sworn in just in time to join the ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We ...

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are reshaping modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .The markets continue to march to all-time highs. The rally is being powered by enthusiasm around all things AI as tech titans like Alphabet ( GOOG ), Microsoft ( MSFT ), Amazon ( AMZN ) and Meta Platforms ( META ) allocatedBret leads th ...