Today: 15 May 2026
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  • Microsoft Stock Down 25% Amid Nasdaq Surge; Burry and Ives Spot Buy Opportunity
    May 14, 2026, 7:54 PM EDT. Microsoft shares have fallen over 25% from their peak despite the Nasdaq 100's strong rally driven by AI gains and other tech giants hitting all-time highs. While some software as a service (SaaS) stocks face pressure due to AI disruptions, analysts like Dan Ives and investor Michael Burry see potential in Microsoft. Burry's recent long position signals confidence in the tech giant's prospects. Ives highlights Microsoft's substantial cloud backlog and Azure's potential inflection point, alongside Copilot's growing integration. This contrasts with other SaaS firms vulnerable to AI cannibalization, positioning Microsoft uniquely to benefit from AI-driven shifts in enterprise software and cloud demand.

Latest articles

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

15 May 2026
Xanadu Quantum Technologies reported first-quarter revenue of $2.8 million, up from $0.7 million a year earlier, but net loss widened to $20.6 million. Shares rose 1.9% to $15.13 in late U.S. trading before falling over 3% after hours. The company ended March with $272.5 million in cash and plans a $300 million at-the-market facility. Xanadu began trading on Nasdaq and TSX under XNDU on March 27.
Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

15 May 2026
Sidus Space reported first-quarter revenue of $359,000, up 51% from a year earlier, and a net loss of $5.2 million, narrowing from $6.4 million. Shares rose about 12% after results. Cash stood at $27.3 million at March 31, down from $43.2 million at year-end. The company raised $58.5 million in a direct share offering after the quarter closed.
Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

15 May 2026
Alphabet Class A shares fell 0.4% to $401.07 on Thursday, pausing after a record run even as the S&P 500 and Nasdaq hit new highs. Investors weighed Google’s AI and cloud gains against persistent interest-rate concerns, with profit-taking outweighing news of a new robotics partnership with Fanuc. Alphabet’s market value stood near $4.86 trillion. Google Services revenue rose 16% last quarter, while Google Cloud jumped 63%.
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