microsoft

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.

AI will accelerate wealth winners in markets, as capitalism falls to mega-cap tech and online landlords create more wealth for investors.

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.

Munro Partners' Nick Griffin is backing AI via one company determined not the miss out on the revolution.

Why bother investing in Australia at all?

Growth investing is a new game with new rules and new players

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...

Yesterday, Microsoft’s acquisition of video game maker Activision Blizzard was approved by shareholders, with 98% of shares voting in favour, but what does this mean...

The recent bout of volatility and market weakness is not a signal to be alarmed and bailout. To find out why Chris Demasi from Montaka Investments thinks it's an...

The US stock market is increasingly driven by a handful of stocks, while at the same time, it is "struggle street" for many Nasdaq-listed shares. As concerns...

For investors, the danger of keeping all your eggs in one basket and the opportunity cost of ignoring offshore stocks are well documented. With that in mind, Livewire...

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...

Everybody knows Microsoft. It is a business that has been the bedrock for how we get things done for decades. From taking notes, creating valuation models, producing...

There was plenty happening on the corporate front today as AGMs and trading updates dominated the news flow. We also saw higher than expected local inflation data push...

Microsoft thrived during the COVID-19 pandemic, with the tech giant reporting revenue up 18% from the previous year. Here, Magellan outlines why Microsoft is still...

At a recent webinar, the Magellan CIO revealed: his childhood bedroom walls were adorned with compounding tables; he’s a big fan of Squid Game; and he thinks the...

Testifying before the US Congress in 2010, Warren Buffett made the following comment: “Basically, the single most important decision in evaluating a business is...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

In the current environment of low interest rates and massive fiscal support alongside an improving economy, there has been a significant amount of speculative...