This article first appeared on GuruFocus. Salesforce, Inc. (NYSE:CRM) and ServiceNow (NYSE:NOW) are back in Wedbush’s AI 30, with the firm saying the recent sell off in software stocks has gone too far Read More
February 9, 2026
Tags :GuruFocus
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares jumped about 11% in morning trading Monday after D.A. Davidson lifted its rating on the enterprise software company to Buy from Neutral. The brokerage kept Read More
This article first appeared on GuruFocus. Microsoft Corporation (NASDAQ:MSFT) is starting to look like the safest pair of hands in the hyperscaler AI spending race, with BNP Paribas arguing its free cash flow is Read More
This article first appeared on GuruFocus. Amazon.com, Inc. (AMZN, Financials) shares slid sharply after the company said it will pour about $200 billion into new projects next year a staggering figure that caught Wall Street Read More
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is set to report fourth-quarter 2025 earnings after markets close Thursday, with options traders pricing in about an 7% move in either direction. The stock has traded mostly Read More
This article first appeared on GuruFocus. Microsoft Corporation (MSFT, Financials) shares declined 2% after a downgrade from Stifel, which warned that the company’s aggressive artificial intelligence spending and cloud capacity issues could weigh on margins Read More
This article first appeared on GuruFocus. Broadcom (AVGO) climbed about 4% on Thursday morning after Alphabet (NASDAQ:GOOGL) said it would lift capital spending to roughly $175 billion to $185 billion, a move that investors see as a Read More
This article first appeared on GuruFocus. U.S. stocks opened lower Thursday, with the S&P 500 and Nasdaq hitting 2026 lows, according to a Thursday press release. The Dow fell about 1%, while the Nasdaq slipped Read More
This article first appeared on GuruFocus. Alphabet Inc. (NASDAQ:GOOG) surprised investors with the sheer scale of its artificial intelligence ambitions, projecting 2026 capital expenditures of $175 billion to $185 billion, well above Bloomberg consensus expectations of roughly $119.5 Read More
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) shares slid about 4% early Thursday after the Google parent posted fourth-quarter results that topped Wall Street estimates but outlined sharply higher spending on artificial intelligence infrastructure. Read More