Microsoft received a Strong Buy rating as analysts cited discounted valuation, 29% year-over-year cloud growth, AI…
technology stocks
Enphase Energy Details Business Performance and Semiconductor Strategy in New Slide Deck
Enphase Energy published a slide deck on May 13, 2026, highlighting business performance, semiconductor innovation and…
Kyle Reidhead Says AI Is Rewiring Cloud Demand and Setting Up a New Tech Race
Kyle Reidhead said AI is reshaping internet infrastructure, lifting cloud demand at Alphabet, Microsoft and Amazon…
AI Capex Boom Pushes Global Markets to Fresh Highs as Infrastructure Spending Tops $700 Billion
Global equities are reaching fresh highs as an AI-driven capital expenditure boom continues to reshape market…
Jack Janasiewicz Says Mag 7 AI Capex Surge Could Support Broader Tech Sector
Jack Janasiewicz said continued AI capex expansion by Alphabet, Amazon, Meta Platforms and Microsoft may support…