Core Viewpoint - The current period is an exciting time for tech analysts, particularly in the context of the ongoing AI revolution, which presents numerous opportunities for investment in tech stocks [1]. Group 1: Analyst Perspective - The analysis focuses on tech stocks that are personally interesting for portfolio addition, indicating a hands-on approach to investment [1]. - The writing is tailored for both beginners and advanced readers, aiming to provide a clear and well-reasoned perspective on the tech sector [1]. Group 2: Disclosure Information - The analyst holds a beneficial long position in shares of IBM, QCOM, DELL, and MSFT, either through stock ownership, options, or other derivatives [2]. - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2].

Investing S$10,000 might not make you a millionaire overnight, but in a market like Singapore’s, it is the perfect amount to build a high-quality income engine.You do not need a massive windfall to start.What you truly need is a disciplined approach and a focus on businesses that generate real, sustainable cash. These are the three dividend stocks I would buy if I were looking to deploy that capital today.ParkwayLife REIT (SGX: C2PU) – The Defensive Growth AristocratParkwayLife REIT, or PLife REIT, remains ...

I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%.Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and overall digital transformation. My p ...

After Western Digital (WDC) announced a hefty $4 billion share buyback program and delivered remarkable fiscal second-quarter results, WDX stock is worth buying for growth investors, given the tech firm's rapid expansion, strong leverage to the AI Revolution, and relatively low valuation.  Also importantly, its share buybacks can thwart short sellers, potentially igniting a short-covering rally in the name over the medium-to-long term. About WDC Stock One of the largest markers of hard disk drives (HDDs ...

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 .Investors have gotten fat and happy since ChatGPT debuted in November of 2022, provided they had substantial exposure to the Magnificent Seven. These tech titans have driven most of the gains in equities via riding the AI Revolution wav ...

Since early November, fears of overvaluation have dragged on tech stocks. As major investment banks warned of possible corrections, the tech-heavy Nasdaq Composite (NASDAQINDEX: ^IXIC) has been volatile while also relatively flat since October 2025. In the three months since, it's gone from 23,348 to 23,461 -- a gain of less than half a percent. Meanwhile, Microsoft's 10% share price plunge after the release if its Jan. 28 earnings report, despite growing profits by 60% year over year, shows how high exp ...

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Core Viewpoint - The article discusses the Dan Ives Wedbush AI Revolution ETF (IVES) and highlights the reputation of Dan Ives as a prominent tech analyst [1]. Group 1 - Dan Ives is recognized for his distinctive style and expertise in technology analysis [1]. - The review of the ETF was initially conducted in August, indicating ongoing interest in AI-related investments [1].

Core Insights - Microsoft exceeded earnings expectations with Q2 fiscal 2026 revenue of $81.27 billion and EPS of $4.14, surpassing the anticipated $80.27 billion and $3.97 respectively [2][8] - Despite positive earnings, the stock dropped 7% after hours due to slowing Azure growth and significant reliance on OpenAI, which accounts for 45% of its $625 billion backlog [2][3][9] Financial Performance - Q2 revenue increased by 17% year-over-year, driven by strong cloud and productivity software growth, with Microsoft 365 Copilot reaching 15 million paid subscriptions [8] - Q3 revenue guidance is projected between $80.65 billion and $81.75 billion, aligning with consensus expectations, indicating no positive surprise [7] Growth and Margins - Azure's growth guidance for Q3 is projected at 37-38% in constant currency, barely meeting the 37.1% consensus, reflecting a deceleration trend over three consecutive quarters [2][9] - Operating margin guidance for Q3 is approximately 45.1%, below the 45.5% consensus, as Microsoft increases investments in AI infrastructure with quarterly capital expenditures of $37.5 billion [4][6] Backlog and Risks - OpenAI's commitment to $250 billion in cloud spending inflated Microsoft's backlog by 110% year-over-year, but excluding OpenAI, the backlog only expanded by 28% [6] - The heavy reliance on OpenAI raises concerns about revenue generation and the potential impact on Microsoft's financial stability if OpenAI fails to meet its obligations [3][6] Valuation and Market Sentiment - Microsoft currently trades at a P/E ratio of around 30x, which is not excessive but reflects market concerns over growth acceleration in AI [10] - The stock's current valuation presents an attractive entry point, with a potential upside of 35% based on the Street's average estimate of $620 [10][12]

Market Analysis by covering: Applied Opt. Read 's Market Analysis on Investing.com ...