Nasdaq MSFT MicroSoft

CRM's Data Cloud, storing 22T data points and growing ARR by 120% in Q1, is becoming central to its AI-driven growth push.

Key PointsNvidia and Microsoft are leading the AI charge and will likely maintain their positions for years to come.

Key PointsMicrosoft's business has been growing in double digits.

Key PointsThe fund provides exposure to the AI hardware and software supply chain while maintaining an ultra-low 0.09% expense ratio.

Key PointsSatya Nadella called quantum the next big accelerator in the cloud.

Key PointsNvidia and TSMC are two of the best ways to play AI infrastructure.

Key PointsRising AI infrastructure spend bodes well for data center services and GPU designers.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. September E-mini S&P futures (ESU25 ) are up +0.13%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. September E-mini S&P futures (ESU25 ) are up +0.13%, and September E-mini Nasdaq futures...

INOD shifts to smart data and Agentic AI, aiming to boost LLM performance and outpace rivals with new platforms.

Pegasystems' robust ACV growth and AI-driven solutions fuel long-term potential, but competition and valuation pressures weigh on near-term performance.

ORCL's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition intensifies.

Salesforce's ADAM framework, which includes Agents, Data, Apps, and Metadata, aims to power safe, scalable AI agents and fuel the company's next growth phase.

ETFs like VOO, SPY and IVV hit record highs as the S&P 500 tops 6,400, fueled by AI-led tech gains and rising hopes for Fed rate cuts.

NBIS posts massive Q2 growth and ups ARR forecast, but faces stiff competition, high spending and scaling risks ahead.

Key PointsMicrosoft is one of the top players in cloud computing, and it is gaining market share.

SOUN stock climbs 49% after a record Q2, driven by AI traction and raised guidance-but is there more upside ahead?

Key PointsNvidia and Microsoft stocks both reached $4 trillion in value, surpassing Apple.

Below is Validea's guru fundamental report for MICROSOFT CORP (MSFT). Of the 22 guru strategies we follow, MSFT rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitabili

Key PointsSome of the most popular opportunities emerging in quantum computing revolve around smaller players seeking to disrupt big tech.