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NASDAQ:MSFT 25 February 2026 - 23 March 2026

Can Vanguard’s VTI ETF Really Turn $1,000 Into $1.39 Million? Why the Total Stock Market Fund Is Back in Focus

Can Vanguard’s VTI ETF Really Turn $1,000 Into $1.39 Million? Why the Total Stock Market Fund Is Back in Focus

Vanguard’s Total Stock Market ETF (VTI) traded at $327.69 in New York Monday, up $7.35, as Wall Street rebounded after President Trump postponed strikes on Iranian infrastructure. VTI held $586.3 billion in assets as of Feb. 28 with a 0.03% expense ratio. Despite recent declines—down 4.45% year to date—analysts highlighted long-term growth potential based on past decade averages.
Nasdaq Composite Rebounds as Oil Tumbles; Merlin Gains After Index Addition

Nasdaq Composite Rebounds as Oil Tumbles; Merlin Gains After Index Addition

The Nasdaq Composite rose 1.77% to 22,033.90 Monday as oil prices plunged after President Donald Trump said U.S. strikes on Iranian power plants were postponed. Brent crude dropped nearly 10% to $101.28 a barrel. Newly listed Merlin Inc. gained after joining the index. Iranian media disputed Trump’s statement.
Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft shares rose 1% to $385.71 in early New York trading Monday after bullish analyst commentary, despite ongoing concerns over the payoff from its heavy AI spending. Morningstar and Evercore set price targets near $600, while some analysts warned margin pressure could persist through 2026. Microsoft’s contracted cloud backlog more than doubled to $625 billion last quarter. Investors remain cautious amid inflation and rising yields.
AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

Nvidia, Broadcom, Microsoft, AMD, and Micron fell early Monday as oil topped $100 a barrel and traders priced out Federal Reserve rate cuts. OpenAI offered private-equity firms a 17.5% minimum return and early access to new models. Elon Musk said Tesla and SpaceX will build two chip factories in Austin. Nasdaq 100 futures dropped 0.72% premarket.
U.S. Stock Market Week Ahead: Iran Oil Shock Tests S&P 500 After Six-Month Low

U.S. Stock Market Week Ahead: Iran Oil Shock Tests S&P 500 After Six-Month Low

Oil prices surged after President Trump threatened strikes on Iranian power plants unless Tehran reopens the Strait of Hormuz, sending Brent crude to $112.19 a barrel. The S&P 500 closed at a six-month low Friday, down 1.51%, while investors pulled $24.78 billion from U.S. equity funds. The Fed held rates steady and warned higher energy costs could stoke inflation. CERAWeek opens Monday in Houston with over 10,000 participants expected.
Stock Market Today: Dow, S&P 500, Nasdaq Tumble as Iran Conflict Sends Oil to 2022 High and Erases Fed Cut Hopes

Stock Market Today: Dow, S&P 500, Nasdaq Tumble as Iran Conflict Sends Oil to 2022 High and Erases Fed Cut Hopes

Wall Street fell sharply Friday as Iran-related turmoil sent Brent crude to $112.19 a barrel, its highest since July 2022. The S&P 500 lost 1.49%, the Nasdaq dropped 1.98%, and the Dow slipped 0.92%. Bond yields climbed, with the 10-year Treasury near 4.39%. Tech stocks led losses, while energy shares rose for a 13th straight week.
UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath shares closed nearly flat at $11.57 Monday, underperforming other AI stocks after BMO Capital cut its price target to $14. The company forecast fiscal 2027 revenue growth of just over 9%, down from 13% in 2026, and guided ARR to about $2.05 billion. UiPath reported fourth-quarter revenue up 14% to $481 million and posted its first full-year profit under standard accounting.
Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.
Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft added Anthropic’s technology to Microsoft 365 Copilot with a new tool, Copilot Cowork, now in limited preview and expanding later in March. The company also launched Agent 365 and Microsoft 365 E7, set for general sale May 1 at $15 and $99 per user monthly. Microsoft aims to reduce reliance on OpenAI, offering Claude Sonnet models in Copilot alongside OpenAI’s. Some Copilot Cowork use will be included in the $30 Copilot plan.
Microsoft stock slips in premarket as oil nears $120 and rate nerves bite again

Microsoft stock slips in premarket as oil nears $120 and rate nerves bite again

Microsoft shares fell 0.4% to $408.96 in premarket trading Monday as U.S. stock index futures dropped over 1% and Brent crude surged to $119.50 a barrel. Amazon, Apple, and Alphabet also traded lower. The moves follow renewed inflation concerns tied to the Middle East conflict ahead of Wednesday’s U.S. CPI report and the Federal Reserve meeting March 17-18.
Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms shares closed at $644.86 Friday, down 2.4%, after agreeing to allow rival AI chatbots on WhatsApp in Europe for a year amid ongoing EU antitrust scrutiny. The company faces rising costs, with 2026 capital spending projected up to $135 billion. Meta has secured major AI chip deals with AMD and Google. Regulatory pressures increased as Indonesia and an Indian state moved to restrict social media for minors.
Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir shares closed at $157.16 Friday after the Pentagon barred contractors from using Anthropic’s AI, raising questions about Palantir’s defense software that relies on Anthropic code. The U.S. General Services Administration also ended its Anthropic contract. Markets fell as oil surged and payrolls dropped. Investors await Wednesday’s U.S. inflation data and Pentagon guidance on the Anthropic ban.
Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

Nvidia and Microsoft gains kept the S&P 500 near flat Monday, while airline and cruise stocks fell as Brent crude surged over 7% after Middle East tensions. ISM’s February factory PMI stayed in expansion at 52.4, but input prices jumped to the highest since October 2022. The Dow slipped 0.20%, Nasdaq rose 0.22%. Investors await key jobs and services data later this week.
Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft shares rose 1.2% to $397.31 in morning trading Monday, outperforming other tech giants as oil and gas prices jumped after Middle East strikes disrupted energy routes. The company confirmed $15.2 billion in AI and cloud investments in the UAE through 2029, with $7.3 billion already spent. Investors are watching for Microsoft’s SharePoint event later Monday and its next earnings report in late April.
Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft shares closed up 2.99% at $400.63 Wednesday, then slipped 0.17% after hours following news that Japan’s antitrust regulator raided Microsoft Japan over Azure cloud practices. The Fair Trade Commission is investigating whether Microsoft restricted customers from using rival cloud services. Microsoft said it is cooperating with authorities. Traders are awaiting Nvidia’s earnings and a March 4 White House meeting on data-center power costs.
Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

The Dow rose 307.8 points to 49,482.3 in early afternoon trading Wednesday. Investors awaited Nvidia’s quarterly report, with options markets pricing a 5.6% post-earnings move, the smallest in three years. IBM climbed over 4%, while Axon Enterprise jumped on strong earnings. GoDaddy and Lowe’s fell after weak forecasts.
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Stock Market Today

  • Elastic (ESTC) Share Price Drop Signals Potential Long-Term Value: DCF Model Shows 60% Undervaluation
    March 23, 2026, 9:32 PM EDT. Elastic's (ESTC) share price has dropped 27.1% year-to-date amid investor shifts away from growth software stocks. The stock closed at $52.89, down 9% over the past month and nearly 48% over the last year. Yet, a Discounted Cash Flow (DCF) analysis by Simply Wall St estimates an intrinsic value of $131.33 per share, signaling almost 60% undervaluation. The model projects free cash flow growth from $256.6 million last year to $710.8 million by 2030. Investors are weighing the risk-growth tradeoff, with valuation checks rating Elastic 5 out of 6, indicating it is undervalued in most areas. This suggests current market price may not reflect Elastic's long-term cash flow potential, inviting investors to consider the stock for value opportunities amid volatility.
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