Today: 2 June 2026
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NASDAQ:MSFT 7 May 2026 - 22 May 2026

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Bill Ackman’s Pershing Square sold nearly all its Alphabet shares and bought a $2.09 billion stake in Microsoft, SEC filings show. The fund now holds 5.65 million Microsoft shares and raised its Amazon position by 19%. Alphabet and Amazon both reported strong cloud and AI growth last quarter. Daniel Loeb’s Third Point made opposite moves, cutting Microsoft and adding Alphabet.
22 May 2026
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Vanguard’s VTI pulls in $852 million even as shares fall for the week

Vanguard’s VTI pulls in $852 million even as shares fall for the week

Vanguard Total Stock Market ETF (VTI) saw $852.57 million in net inflows over five days, despite a 0.24% weekly decline. The fund traded at $363.71 Monday, up $0.97, as investors favored exposure to major tech stocks like Nvidia, Apple, and Microsoft. The S&P 500 and Nasdaq opened higher, while the Dow slipped. Global equity funds drew $39.15 billion in weekly inflows, with technology funds hitting a record.
18 May 2026
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Nvidia, Microsoft, Walmart shares face a key test this week

Nvidia, Microsoft, Walmart shares face a key test this week

U.S. stock futures fell Monday as oil hovered near $110 a barrel and Treasury yields climbed. Nvidia dropped $10.44 in premarket trading to $225.32 ahead of its earnings report, while Microsoft rose $12.50 to $421.92 after Pershing Square disclosed a new stake. Walmart slipped $1.02 to $131.45 before its results due Thursday. Regular trading was set to open at 9:30 a.m. in New York.
18 May 2026
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Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft shares rose 3.05% to $421.92 Friday after Bill Ackman’s Pershing Square disclosed a new stake, bucking a 1.5% drop in the Nasdaq Composite. Ackman began building the position in February as Microsoft shares fell on concerns about cloud growth and AI spending. Microsoft reported 18% revenue growth in its fiscal third quarter, with cloud demand still outpacing supply. U.S. markets will remain closed Sunday.
17 May 2026
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OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

Anthropic has agreed to a $30 billion funding round at a $900 billion valuation, surpassing OpenAI’s last reported $852 billion mark, the Financial Times reported. OpenAI closed a $122 billion round in March and announced a new deployment company with $4 billion in backing. U.S. stock markets remain closed until Monday. SoftBank reported $45 billion in cumulative gains from its OpenAI stake.
17 May 2026
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Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

Dow Drops 537 Points With After-Hours Selling Threatening Wall Street AI Rally

U.S. stock ETFs fell in after-hours trading Friday following a more than 1% drop in the S&P 500, Dow, and Nasdaq. Oil surged 4.2% to $105.42 a barrel and the 10-year Treasury yield hit 4.597%, fueling concerns over inflation and Fed rate hikes. Nvidia, AMD, and Intel led chip declines, while Berkshire Hathaway disclosed a $2.65 billion Delta stake and exited Amazon, Visa, and Mastercard.
16 May 2026
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Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Bill Ackman said Friday that Pershing Square has built a new position in Microsoft, citing the stock’s “highly compelling” valuation. The disclosure follows Pershing Square’s $5 billion IPO and private placement last month. Ackman began buying Microsoft in February after a drop tied to slower cloud growth and heavy AI spending. Microsoft shares traded at $409.43, up 1% premarket.
15 May 2026
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Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Pershing Square will disclose a new stake in Microsoft in a 13F filing Friday, according to Bill Ackman. Microsoft shares have dropped about 15% this year amid concerns over AI spending and slower cloud growth. The company reported $82.9 billion in revenue and $31.8 billion in net income last quarter, but plans to invest around $190 billion in capital expenditures in 2026.
15 May 2026
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Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Nasdaq 100 futures fell 1.25% early Friday, with Nvidia down 1.8% premarket after a rally. Microsoft drew attention as Pershing Square prepared to disclose a new stake, citing Azure and Copilot. Cerebras surged 89% above its IPO price in its Thursday debut. Rising Treasury yields and oil prices weighed on U.S. AI stocks after record closes for the S&P 500 and Nasdaq.
15 May 2026
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Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft shares rose 1.04% to $409.43 on Thursday as investors favored large tech stocks amid record highs for the S&P 500 and Nasdaq. Microsoft reported March-quarter revenue up 18% to $82.9 billion, with Azure and cloud services up 40%. The company expects $190 billion in capital expenditures this year, well above analyst estimates. Microsoft is also exploring AI startup deals as it reassesses its reliance on OpenAI.
15 May 2026
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Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic launched Claude for Small Business on Wednesday, integrating its AI assistant with apps like QuickBooks, PayPal, HubSpot, and Canva. The product offers 15 preset workflows and skills for tasks such as payroll, invoicing, and campaign management. U.S. small businesses number 36.2 million and employ 62.3 million people, according to the SBA. PayPal and Canva are among launch partners.
13 May 2026
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Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

TCI Fund Management cut its Microsoft stake from 10% to 1%, citing AI-driven uncertainty over Microsoft’s future. Microsoft shares closed Friday at $415.12, down 1.34%, lagging the broader market. The company reported fiscal Q3 revenue of $82.9 billion, with Azure and cloud services up 40%. Microsoft expects over $40 billion in capital expenditures next quarter.
10 May 2026
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Iron Mountain Incorporated Stock Falls After Six-Day Rally as AI Data-Center Bet Faces New Test

Iron Mountain Incorporated Stock Falls After Six-Day Rally as AI Data-Center Bet Faces New Test

Cohere agreed in April to acquire Germany’s Aleph Alpha, aiming to expand in regulated European markets as governments demand “sovereign AI.” Schwarz Group plans to invest $600 million in Cohere, which was valued at $6.8 billion last year. The merged company will be based in Germany and Canada, targeting sectors like finance and defence. The deal awaits shareholder and regulatory approval.
8 May 2026
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US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

U.S. stock futures fell Thursday after the U.S. and Iran exchanged fire, pushing oil prices above $96 a barrel and raising concerns over inflation. The S&P 500 closed down 0.38%, with chip stocks leading declines; Arm, Intel, and AMD each dropped, while Nvidia and Microsoft gained nearly 2%. Nvidia announced a $2.1 billion investment in IREN and a multi-billion-dollar prepayment to Corning. Coinbase shares slid 5% after a surprise loss.
8 May 2026
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Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

The Dow Jones Industrial Average fell 313.62 points to 49,596.97, closing below 50,000 after declines in oil and chip stocks. Brent crude settled at $100.06 a barrel, down 1.2%. Arm Holdings dropped sharply on supply concerns, while Nvidia and Microsoft rose nearly 2%. Initial jobless claims rose to 200,000, and the Cleveland Fed signaled rates will remain on hold.
7 May 2026
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Latest articles

Swarmer Soars 38% After Cramer Shouts Out Drone Software

Swarmer Soars 38% After Cramer Shouts Out Drone Software

2 June 2026
Swarmer soared 37.7% to $78.52 after Jim Cramer called it “a natural” on “Mad Money,” sparking retail and drone investor interest despite shrinking revenue, widening losses, and execution risks around defense contracts; shares now trade over 15 times their March IPO price.
Abivax Shares Drop After Trial Win and Cancer Cases Raise Concerns

Abivax Shares Drop After Trial Win and Cancer Cases Raise Concerns

2 June 2026
Abivax shares plunged 44% to €63.10 after strong Phase 3 results for obefazimod in ulcerative colitis were overshadowed by cancer and dysplasia cases in the high-dose arm, which investigators deemed unrelated to treatment, raising investor concerns over safety and regulatory risk despite meeting all efficacy endpoints.
Netflix Stock Sinks, Wall Street Turns to June 4

Netflix Stock Sinks, Wall Street Turns to June 4

2 June 2026
Netflix shares slid nearly 3% to $83.36 as investors questioned growth targets ahead of Thursday’s annual meeting, with the stock under pressure despite management maintaining 2026 revenue and margin forecasts and warning of heavier content costs in the first half.
Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

2 June 2026
MARA fell 4.2% to $14.23 as bitcoin slid below $70,000, highlighting the miner’s ongoing dependence on crypto prices despite efforts to pivot toward AI and power infrastructure; analysts remain split on the new strategy, and the Long Ridge deal still faces regulatory and execution risks.
Dow, S&P inch up as AI surge faces $80 billion hurdle

Dow, S&P inch up as AI surge faces $80 billion hurdle

2 June 2026
Alphabet shares fell after announcing plans to raise $80 billion through equity offerings to fund soaring AI infrastructure costs, even as demand for its AI services exceeded supply and capital spending forecasts climbed to $180–$190 billion for 2026.
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