[00:00:04] Doug Mcintyre: Lee, let's look at what to me is a generational change in the stock market.
Is there truly an AI bubble impacting stocks such as Microsoft (NASDAQ: MSFT)? The enthusiasm surrounding AI has driven valuations to unprecedented heights, with numerous investors cautioning about a bubble reminiscent of the dot-com era.
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Microsoft presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
Microsoft co-founder ( NASDAQ:MSFT ) Bill Gates once held the vast majority of his personal wealth in the company's shares.
Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) reacted quite negatively after getting slapped with pretty significant downgrades earlier in the week, courtesy of Rothschild & Co.
Google's AI momentum has brought its market capitalization within striking distance of Microsoft's. Can Microsoft keep its lead?
Satya Nadella thinks Microsoft needs a reboot for AI just like it did in the early cloud days. Nadella tapped a new adviser to "rethink the new economics of AI," according to an internal memo.
I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in Q3, outpacing expectations, fueled by Anthropic while backlog expanded to $200B as Amazon continues to expand capacity. Despite Microsoft and Nvidia's $15B investment in Anthropic, AWS remains Anthropic's primary cloud provider, ensuring continued growth for Amazon's cloud segment.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Anthropic in deal with Microsoft and Nvidia, Meta Platforms can avoid divesting Instagram, prediction markets in focus at CFTC nominee hearing, and more news to start your day.
Anthropic's latest funding roun, underpinned by up to $5 billion from Microsoft Corp (NASDAQ:MSFT) and as much as $10 billion from Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), has lifted its valuation to about $350 billion. That is an extraordinary leap from $183 billion only a few months ago, and it lands at a moment when many in markets are whispering that the artificial-intelligence bubble is about to burst.
The Trump administration announced Tuesday it would provide Constellation Energy with a $1 billion loan to restart a nuclear reactor at Three Mile Island.