Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?
Microsoft looks mispriced, and the discomfort is the whole point. The company is trading near-term goodwill for compute — again.
Markets, stocks, and the money that moves them — from the desk that watches every tick.
Microsoft looks mispriced, and the discomfort is the whole point. The company is trading near-term goodwill for compute — again.
The reshoring trade has moved from political talking point to capital-expenditure line item, and the funds that own the automation stack are collecting the difference.
West Texas Intermediate opened 2026 near $57 a barrel and spiked to almost $115 on April 7. The funds built for backwardation caught the whole move.
Shares extended a powerful rally on Monday, separating the stock from its bitcoin-mining peers by a widening margin.
A stock that traded at $45 a year ago now changes hands near $1,729. The 13F crowd's exits are getting harder to ignore.
The ProShares S&P 500 Dividend Aristocrats ETF is built for one job: deliver a slowly rising income stream from companies that have raised payouts for 25 straight years.
AST SpaceMobile dropped 5% and Intuitive Machines slid alongside — the first broad de-risking in the sector since March.