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    Home » msft

    Browsing: msft

    AI investing
    Featured

    AI investing: Bubble or start of new economic supercycle?

    By Steven FrazerMay 19, 20260

    The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the…

    Arm’s AI datacentre thesis finally gets real validation
    News

    Arm’s AI datacentre thesis finally gets real validation

    By Steven FrazerMay 7, 20260

    Chip architecture designer Arm Holdings (ARM) delivered what retail investors were waiting for: not just another ‘AI narrative’ quarter, but…

    News

    Quarterly earnings: everything investors need to know on AMZN, GOOG, META. MSFT

    By Steven FrazerApril 30, 20260

    🧾 1) Headline numbers vs expectations CompanyRevenue (Reported)Revenue (Forecast)EPS (Reported)EPS (Forecast)Amazon$181.5bn~$177–178bn$2.78~$1.62–1.63Alphabet$109.9bn~$107bn$2.81~$2.63Meta$56.3bn~$55.5–55.6bn$10.44 (adj)~$6.67Microsoft$82.9bn~$81.3bn$4.27~$4.05 Source: Company reports & consensus data 👉 Takeaway:…

    Harworth Group moves closer to Mircosoft mega-site
    News

    Harworth Group steps closer to developing Microsoft mega-site

    By Ian ConwayApril 27, 20260

    Land regeneration and development firm Harworth Group (HWG) moved a step closer to building a data centre campus for tech…

    News

    What to watch when ‘Big Tech’ earnings hit the tape next week

    By Steven FrazerApril 23, 20260

    Next week’s earnings from Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Meta Platforms (META) and Microsoft (MSFT) will act as a…

    Premium

    Best AI infrastructure stocks in 2026

    By Steven FrazerMarch 31, 20260

    Barclays analysts have highlighted a select group of global technology leaders poised to benefit from what they describe as ‘an…

    News

    Blue Whale Growth favourite Vertiv is going bonkers, here’s why

    By Steven FrazerFebruary 12, 20260

    Shares in data centres critical kit supplier Vertiv (VRT) have jumped 40% in a week, adding $27 billion to its…

    Education

    Alphabet’s rare 100-year corporate bond explained

    By Steven FrazerFebruary 11, 20260

    Google-owner Alphabet (GOOG) is moving deeper into global credit markets with plans for a rare 100-year sterling bond as part…

    News

    Amazon’s $200 billion capex shock triggers new stock sell-off

    By Steven FrazerFebruary 6, 20260

    Amazon (AMZN) ignited a sharp market backlash after the close Thursday after projecting $200 billion in capital expenditures for 2026.…

    Wall Street dumps software stocks
    News

    Wall Street dumps software stocks as AI fears spark rout

    By Steven FrazerFebruary 4, 20260

    Wall Street’s long-running unease toward software stocks has intensified into broad capitulation. Investors rush to exit the sector amid mounting…

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    Investment Trusts

    Schroder UK Mid Cap launches tender offer

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