Microsoft

Insider Selling: Take-Two Interactive Software (NASDAQ:TTWO) Director Sells $2,023,900.00 in Stock

Take-Two Interactive Software director William Gordon sold 10,000 shares of the company's stock for over $2 million, reducing his stake by nearly 17.5%. This transaction, executed under a pre-arranged Rule 10b5-1 plan, comes as Take-Two's shares recently traded down and the company missed EPS expectations in its latest quarterly report, despite revenue exceeding forecasts. Analysts maintain a "Moderate Buy" rating with a target price of $298.89, with institutional investors holding a significant portion of the stock, buoyed by anticipation for the upcoming GTA VI launch.

Microsoft Just Got a $725 Price Target as Wells Fargo Bets on Its AI Edge

Wells Fargo has increased its price target for Microsoft (MSFT) to $725 from $700, maintaining an Overweight rating. This decision is based on anticipated product launches, new financial disclosures, and the company's strong position in artificial intelligence. Investors are expected to gain clearer insights into Azure's performance and AI developments through Microsoft's upcoming reporting changes and the Ignite conference.

Microsoft Enables Consumption Billing By Default For Copilot Business: 5 Things To Know

Microsoft is changing its billing model for Microsoft 365 Copilot Business licenses to be usage-based by default starting November 2, moving towards a "license-plus-consumption" strategy. This shift aims to simplify customer onboarding and encourage adoption of more complex AI tasks, with partners focusing on driving consumption and demonstrating business value. The article details the new usage-based billing with "Copilot Credits," explains different task credit consumption levels, and highlights new cost controls, visibility tools, and partner opportunities around AI consumption.

Microsoft Stock Is Moving Higher Today: What's Happening?

Microsoft (NASDAQ: MSFT) shares are rising after Piper Sandler raised its price target for the stock to $610 from $550, maintaining an Overweight rating. This increase follows Microsoft's "Super App" announcement and Piper Sandler's updated model estimating revenue growth from customer shifts to the E7 pricing tier and scaling of Copilot and Cowork consumption revenue. Other analysts from Stifel, Oppenheimer, and Cantor Fitzgerald have also issued constructive ratings and raised price targets for Microsoft.

Microsoft Brings OpenAI’s Autonomous ‘Dots’ AI Workers Into the Enterprise

Microsoft Clarity lets brands edit what counts as a branded AI query

Apple (NASDAQ:AAPL) CEO John Ternus Sells 25,412 Shares of Company Stock

Apple CEO John Ternus sold 25,412 shares of company stock, valued at approximately $8.46 million, to cover tax-withholding obligations related to vested equity awards. Following the sale, Ternus now owns 59,567 shares. Apple's stock is trading near its 52-week high with a market capitalization of $4.86 trillion, and analysts currently have a "Moderate Buy" consensus rating with an average price target of $340.02.

BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade

Bank of America strategists believe that making "easy money" from the AI-spending trade will become increasingly difficult. They suggest a pivot away from AI-linked capital expenditures and towards consumer-driven spending, as the market has already priced in the shift to AI capex and white-collar job losses are impacting discretionary consumption. Fund managers' current positioning shows a near-record low in "AI disruptees" sectors and high positioning in industrial stocks, indicating a perceived saturation in AI investment returns.

Morgan Stanley Strategist Sees “5 or 10%” Market Drawdown Potential as Five Megacaps Carry the S&P 500

A Morgan Stanley strategist warns of a potential 5% to 10% market drawdown, driven by bond volatility and the narrow leadership of five megacap stocks in the S&P 500. While these five stocks (Microsoft, NVIDIA, Meta, Apple, Alphabet) have propelled most of the S&P 500's gains, the strategist suggests a pullback could be a buying opportunity, especially given strong earnings growth and reasonable valuations for these companies. The market's breadth has narrowed, with many stocks already in a bear market, indicating a potential correction if bond market volatility persists.

Salesforce vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

This article compares Salesforce and CrowdStrike as potential tech stock investments in 2026, analyzing their financial health, growth trajectories, and risks. Salesforce offers established stability in CRM with consistent profits, while CrowdStrike presents high-growth potential in cloud-native cybersecurity, despite recent setbacks and a high valuation. The author ultimately favors CrowdStrike for its rapid growth and expanding addressable market driven by AI adoption.

First Financial Bank Trust Division Makes New $4.88 Million Investment in Arista Networks, Inc. $ANET

First Financial Bank Trust Division recently acquired 23,960 shares of Arista Networks, Inc. (NYSE:ANET) valued at approximately $4.88 million during the third quarter. This investment comes as institutional investors collectively own 82.47% of the company, despite recent insider sales by major shareholders and the CEO under pre-arranged trading plans. Analysts maintain a "Buy" rating for Arista Networks, with an average price target of $231.70, following the company's strong performance, exceeding quarterly EPS and revenue estimates with 37.7% year-over-year revenue growth.

NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI

NetApp (NASDAQ: NTAP) introduced Novus, a disaggregated storage architecture for large AI factories and GPU clusters, boasting zettabyte-scale file systems and performance up to 100 TB per second. The company also enhanced its AI Data Engine to activate heterogeneous enterprise data across various storage systems and clouds without migration, offering new metadata capabilities free for six months. Additionally, NetApp expanded its hybrid-cloud management, security, and recovery tools, alongside strengthening partnerships with Oracle Cloud, Google Cloud, and Microsoft Azure to support diverse AI workloads.

NetApp CEO George Kurian: ‘We Are Light Years Ahead Of Everybody Else’ In Cloud, AI

NetApp CEO George Kurian asserts that NetApp is "light years ahead" of competitors in cloud and AI, positioning the company as an intelligent data infrastructure provider rather than just a storage vendor. He highlights NetApp's native integrations with major hyperscalers, new partnerships with Oracle Cloud and SAP, and strategic acquisitions like DataPelago and Peak:AIO to enhance its AI data infrastructure capabilities. Kurian emphasizes the importance of hybrid cloud environments and the role of channel partners in delivering NetApp's advanced solutions to customers.

Responsibility in the Age of AI

Microsoft vs. Johnson & Johnson: Which Dividend Will Pay You More in 10 Years?

This article compares the dividend prospects of Microsoft (MSFT) and Johnson & Johnson (JNJ) over a 10-year period. While Microsoft has a lower current yield but faster dividend growth, Johnson & Johnson offers a higher initial payout and, despite slower growth, is projected to pay more in cumulative dividends over the decade. The author concludes that for income-focused investors, J&J is the better choice for dividend income, although Microsoft might offer superior total returns through capital appreciation.

TD Synnex posts record Q3 revenue of $21.6 billion as Hyve business more than doubles

TD Synnex achieved record Q3 revenue of $21.6 billion, a 37.7% increase year over year, driven largely by its Hyve segment which more than doubled its gross billings to $7 billion. This growth is attributed to increased AI infrastructure spending and strong performance across all geographic regions in its Distribution segment. The company also provided a strong Q4 outlook and announced shareholder returns through buybacks and dividends.

Alphabet Has More Growth Engines Than Investors Think, We See 63% Upside

Alphabet (GOOG) is poised for significant growth, with 24/7 Wall St. setting a $559 price target, representing a 63% upside. The company's growth is driven by its rapidly expanding Google Cloud business, which saw 82% growth and margin expansion, and its AI platform, Gemini, which has nearly a billion users. Despite these strong growth engines, Alphabet trades at a discount compared to rivals like Microsoft and Meta, making it an attractive investment with high conviction.

ServiceNow (NOW) Ties AI Agent Security More Closely to Its Platform

ServiceNow (NYSE:NOW) and Reco have partnered to integrate AI agent security directly into the ServiceNow AI Platform, aiming to provide unified visibility and continuous security coverage for AI agent activity. This collaboration reinforces ServiceNow's strategy to become a central orchestration layer for enterprise AI workflows, rather than just a software vendor. While important, investors should consider this development alongside other company strategies and its valuation based on future cash generation.

IREN (NASDAQ: IREN) Edges Out Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Patient Investors

IREN (NASDAQ: IREN) has transitioned from Bitcoin mining to AI cloud services, securing significant contracts with Microsoft and Nvidia, suggesting a more stable long-term growth strategy despite negative free cash flow. In contrast, Applied Digital (NASDAQ: APLD) faces customer concentration risk and relies on frequent financing, though it offers a lower price-to-sales ratio. For patient investors, IREN's contracted revenue and hyperscale customer relationships offer a more durable foundation compared to Applied Digital.

Core & Main, Inc. (CNM) Stock forecasts

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Alphabet stock last at USD 339.41, up 0.12 percent in New York trading

Alphabet Inc. (GOOG) Class C stock was last traded at USD 339.41 in New York on September 25, 2026, marking a 0.12% increase from its prior-session close. The stock opened at USD 339.18 and traded above its reference level throughout the reported intraday period. Tigress Financial reiterated a Buy rating and raised its price target for Alphabet to USD 485, while broader market futures also showed gains.

Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says

Demand for NVIDIA Corp. GPUs is so high that even cloud providers with subpar infrastructure are finding customers willing to pay high prices, according to SemiAnalysis. The report indicates "ridiculous backwardation" in the market, with buyers paying steep premiums for immediate compute access rather than waiting. This extreme demand is also evidenced by companies signing four-year contracts for H100 capacity, suggesting that older Nvidia GPUs will retain significant value.

Bernstein reiterates Moderna stock rating on mRNA platform progress

Bernstein SocGen Group has reiterated a Market Perform rating and a $45.00 price target for Moderna Inc. (NASDAQ: MRNA) shares, despite the stock's significant surge over the past year. Analysts highlighted that Intismeran validates the broader mRNA therapeutics platform, with promising melanoma data expected. However, InvestingPro analysis suggests the stock is currently overvalued, leading to mixed sentiment among other analysts.

CSQR Price Today: Csquare, Inc. Stock Price, Quote & Chart | MEXC

This article provides a detailed overview of Csquare, Inc. (CSQR) stock performance, valuation, and company information as of the latest market close. It includes key market data such as market cap, trading ranges, volume, and the stock's position relative to its 52-week high and low. The article also explains what Csquare Inc. is, its industry, and a guide on how to purchase its stock on MEXC.

Is Liberty Global’s (LBTYA) $5B AI Bet the Ultimate Telecom Pivot?

Liberty Global is undergoing a strategic pivot, aggressively divesting mature assets to fund high-conviction venture bets in AI, exemplified by its $875 million investment in Positron AI. While the company faces operational challenges in its legacy telecom business, such as subscriber losses and restructuring risks, its venture strategy aims to leverage AI infrastructure growth. The article explores whether this dual identity—legacy telecom operator and agile AI investor—will ultimately re-rate Liberty Global's valuation.

Westlake Chemical Partners offers a steady 9% yield backed by a fixed-margin contract through 2027.

Westlake Chemical Partners (WLKP) provides a reliable 9% yield, supported by a fixed-margin, cost-plus contract valid until 2027, and has consistently maintained distributions for 48 quarters, shielding cash flows from market volatility. Although its growth prospects are limited and distribution increases are improbable, WLKP is considered an attractive option for income-focused investors due to its stable yield and current valuation, which is about 10% below the sector median. The main risk factor involves the contract renewal process post-2027.