Key Points Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market cap for the first time in 2025. 10 stocks we like better than Microsoft › Software giants Microsoft (NASDAQ: MSFT) and Oracle (NYSE: ORCL) are also major players in the era of artificial intelligence (AI). Both companies are aggressively building toward an AI-native future and showing gre ...

Unisys Corporation (NYSE:UIS) is one of the cheap penny stocks to invest in. On December 10, William Blair analyst Maggie Nolan initiated coverage of Unisys with an Outperform rating. The firm views the global IT services provider as an attractive risk-reward opportunity. Nolan provided an optimistic financial forecast, estimating that Unisys will generate $253 million in EBITDA for 2025 and grow to $271 million in 2026. The initiation report highlights a strategic pivot as Unisys reinvents itself as a n ...

Amazon and Microsoft are intensifying their India push with a combined $52 billion in fresh investment, underscoring the country’s rising status as a key growth market for artificial intelligence, cloud services and online retail https://t.co/7p9tWpPsyo ...

Core Insights - Microsoft's long-term trading history indicates a recurring seasonal pattern, particularly strong in January, which may present investment opportunities ahead of January 2026 [1][5] - The stock has shown an average return of 4.3% in January over nearly four decades, with positive performance in 66% of those periods [3][4] - January is highlighted as the month with the strongest combination of frequency and magnitude of gains compared to other months like March, April, and October [4] Financial Performance - In the most recent quarter, Microsoft reported $76.4 billion in revenue, reflecting an 18% year-over-year increase, and net income of $27.2 billion, with diluted earnings per share at $3.65, a 24% annual increase [6] - Growth was primarily driven by cloud and AI operations, indicating strong fundamentals supporting the stock's potential for continued rally [5][6] Strategic Developments - Microsoft has introduced expanded Copilot capabilities and new AI tools across Microsoft 365 and Azure, enhancing its monetization of AI [7] - The company is investing billions to expand global AI and cloud capacity, with large-scale data-center developments in regions like India and Canada set to come online through 2025-2026 [7][9] - As these facilities become operational, Microsoft is expected to handle higher AI and cloud workloads, supporting stronger demand for Azure and reinforcing long-term revenue visibility [9]

Salesforce (CRM) delivered stronger-than-expected fiscal third-quarter results on Wednesday, surpassing Wall Street expectations for adjusted earnings and offering upbeat revenue guidance for the fourth quarter. The stock gained about 2.5% in after-hours trading, following the announcement.Inside the Earnings ResultsThe company reported adjusted earnings of $3.25 per share, topping the Zacks Consensus Estimateof $2.85, while revenues came in at $10.26 billion, missing the Zacks Consensus Estimate by 0.05%.R ...

Core Insights - The holiday shopping season is beginning, with significant opportunities for retailers and investors as consumer demand increases during this period [1] REITs as Investment Opportunities - REITs are becoming attractive due to improving rate-cut expectations and easing market volatility, providing steady cash flows and long-term lease structures that mitigate near-term uncertainties [2] - Digital Realty Trust, Inc. (DLR), Federal Realty Investment Trust (FRT), and Terreno Realty Corporation (TRNO) are highlighted as strong candidates for investment due to their solid fundamentals and potential for market outperformance [2][6] Retail Real Estate Performance - Retail-focused real estate is showing resilience as retailers optimize their physical presence, with established trade area properties attracting brands that prioritize in-person engagement [3] - Limited new supply in the market is benefiting landlords through stable occupancy and reliable rent collections [3] Industrial Real Estate Trends - Industrial real estate remains robust as businesses refine logistics strategies, with tenants seeking spaces that accommodate automation and efficient inventory management [4] - A slight increase in vacancy rates is noted due to new project completions, but fewer developments are starting, which is expected to support healthier fundamentals and sustainable rent growth [4] Data Center Sector Growth - The data center sector is experiencing significant demand driven by cloud services, AI, and connectivity needs, outpacing the speed of new capacity delivery [5] - Limited power availability and long construction timelines are enhancing rental economics, making data center properties attractive for long-term growth [5] Company-Specific Highlights - Digital Realty is positioned for growth with a strong revenue and FFO momentum, benefiting from demand across hyperscale, AI, and enterprise customers [7] - The Zacks Consensus Estimate for Digital Realty's current-year FFO per share has increased by 4 cents to $7.35, indicating a 9.54% year-over-year growth [8] - Federal Realty showcases consistent leasing strength and high-quality open-air centers, reporting record leasing activity and a 28% cash rent spread [9][11] - The Zacks Consensus Estimate for Federal Realty's current-year FFO per share has risen by 2 cents to $7.23, suggesting a 6.8% year-over-year increase [12] - Terreno Realty focuses on industrial properties in six major coastal U.S. markets, reporting a cash rent growth of 17.2% in the third quarter of 2025 [10][13] - The Zacks Consensus Estimate for Terreno Realty's current-year FFO per share has improved by 4.6% to $2.71, indicating a 12% year-over-year increase [14]

Does it matter to you from a market sentiment perspective if there's squabbling at the top of the US domiciled companies. Is it a worry that we'll see perhaps invidious being questioned in terms of its dominance. I think it's quite healthy.We've seen the trade has delivered enormous returns for markets over the last two years and we're, I think, all kind of experiencing the sigh of relief of this exhale. I guess in a way, we've moved from a rising tide, lifts all boats to more choppier waters, and investors ...

SAP will maintain access to Microsoft’s cloud services even if a foreign government attempts to cut it off, after Donald Trump’s administration sanctioned an international court in the Hague. https://t.co/3HVxlLW43H ...

We’ve formed a partnership with NVIDIA and Microsoft.Claude is now on Azure—making ours the only frontier models available on all three major cloud services.NVIDIA and Microsoft will invest up to $10bn and $5bn respectively in Anthropic.https://t.co/3RA82NEIJ3 ...

US data center operator GMI Cloud plans to establish a new $500 million facility in Taiwan, joining bigger players such as Google in offering cloud services to the world’s most advanced chipmaking base https://t.co/6L55ZEyxwy ...