Research
Why AI Craze Is Eerily Reminiscent of Dot-Com Era
Nobody yet knows how to monetize artificial intelligence, BCA Research warns.
Tag: Microsoft
Asset Allocation
Growth Stocks’ Leadership Will Be Short-Lived, Ned Davis Predicts
Analysts at the celebrated research shop say value will come to the fore during the upcoming recession.
Market Moves
How Stock Buybacks Hit Record $1.31 Trillion in 2022
Even though the stock market took a nasty fall, companies eagerly paid for their own shares.
Pensions
NYC Pension Funds Call On Chipotle to Adopt Noninterference Policy
Comptroller Brad Lander alleges the company has demonstrated a pattern of anti-union tactics.
Research
Japan GPIF Foreign Equity Managers Rate Top TCFD Disclosure Firms
Microsoft and BHP were cited the most by asset managers as providing the best climate risk information.
Amid a Dark Night of Hacks, Cybersecurity Stocks’ Prospects Look Bright
Network breaches are becoming all too common, so the defenders at the ramparts are now a must-have service.
Newsmakers
Swedish Pension Fund AP7 Sues Microsoft, Activision Over Takeover Deal
Lawsuit alleges shareholders were hurt because $68.7 billion acquisition process was “done incorrectly.”
Asset Allocation
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
Asset Allocation
Dividends Romp in the 2nd Quarter, But Don’t Get Used to It
While company payouts hit a record, economic problems should slow that pace up ahead, a Janus Henderson study warns.
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Asset Allocation
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
The Berkshire chief admiringly calls the iPhone firm his ‘third business.’
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
Asset Allocation
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.