Today: 23 June 2026
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NASDAQ:MSFT 14 April 2026 - 27 April 2026

U.S. equity markets showed mixed performance in recent sessions, with blue-chip stocks generally outperforming growth and tech shares. On June 22, the S&P 500 fell 0.48% and the Nasdaq dropped 1.41%, weighed down by declines in Alphabet, Meta, Amazon, and Microsoft, while the Dow gained 0.12%. Alphabet lost about 5.5%-6%, dragging the tech sector lower, but gains in Caterpillar and Visa helped the Dow. After-hours trading on June 22 saw little change in major index ETFs, with the Invesco QQQ Trust and SPDR S&P 500 ETF slipping slightly, while the Dow ETF edged up. Microsoft’s recent activity included a 20-year natural gas power deal with Chevron for a Texas data center, reflecting the growing importance of energy supply for AI infrastructure. Microsoft’s shares slipped despite Azure’s 40% growth. Caterpillar gained a direct role in Microsoft’s West Texas AI data-center project, benefiting from co-located power demand. SpaceX is set to join the Russell 1000 index with a strong growth allocation, and its stock has seen volatility, including a 5% drop after the Fed signaled a possible rate hike in 2026. Congressional filings revealed significant holdings in major tech companies by a lawmaker’s spouse. Microsoft shares have underperformed the broader market recently, and insider filings showed nearly $10 million in sales. Investors are closely watching upcoming catalysts such as Micron’s earnings, U.S. inflation data, and Federal Reserve decisions, which are expected to test the AI spending narrative and broader market sentiment.
VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

Vanguard Total Stock Market ETF edged up 12 cents to $352.17 after an early dip Monday, as investors weighed upcoming mega-cap tech earnings against oil-market risks tied to Iran. The fund remains up 0.59% over the past five days. Oil forecasts rose after Middle East supply concerns, with Goldman Sachs now seeing Brent at $90 a barrel in the fourth quarter. Peer equity ETFs traded mixed in early action.
Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

The Nasdaq Composite fell 0.4% to 24,738.40 Monday after hitting a record, as investors braced for major Big Tech earnings and tracked new OpenAI-linked AI deals. Brent crude jumped 2.44% to $107.90 following stalled U.S.-Iran talks. Microsoft shares dipped after OpenAI ended its exclusive cloud partnership. Qualcomm rose on reports of OpenAI smartphone chip plans.
Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

A $16 billion Michigan data-center financing tied to Oracle and OpenAI closed Friday, as Wedbush’s Dan Ives issued a buy call on Oracle despite investor concerns over AI spending. Oracle shares traded at $173.28 premarket Monday, down 1.7%. Fiscal Q3 revenue rose 22% to $17.2 billion; cloud infrastructure revenue climbed 84%. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital expenditures.
US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

U.S. stock futures slipped early Monday as oil prices jumped nearly 3% following stalled U.S.-Iran talks, with Brent crude hitting $108.5 a barrel. Dow E-minis fell 0.13%, S&P 500 E-minis dropped 0.08%, and Nasdaq 100 E-minis edged down 0.05%. Investors await major tech earnings and a Federal Reserve rate decision this week. 81.3% of S&P 500 firms reporting so far have beaten profit estimates.
Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow futures fell early Monday as oil prices climbed and investors braced for earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, along with a Federal Reserve policy decision and major economic reports. On Friday, the Dow slipped 0.2% to 49,230.71, lagging behind record closes for the S&P 500 and Nasdaq. Brent crude topped $101 a barrel amid tensions near the Strait of Hormuz.
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Constellation Energy’s plan to restart the former Three Mile Island Unit 1 faces local scrutiny over a request to draw up to 73.2 million gallons daily from the Susquehanna River. The Susquehanna River Basin Commission is accepting public comments until May 4 after a hearing drew opposition. The plant, now called Crane Clean Energy Center, is tied to a 20-year power deal with Microsoft. Constellation targets a 2027 restart, pending approvals.
Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft, Alphabet, and Oracle shares closed at $424.62, $344.40, and $173.28, respectively, ahead of earnings reports expected Wednesday. Analysts see a bigger earnings test for Microsoft, more upside potential for Oracle, and less room for Alphabet after its recent gains. Investors are watching capital spending on AI and cloud infrastructure. Options pricing suggests a possible 6% move for Microsoft and 5% for Alphabet after results.
IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited will report fiscal third-quarter results on May 7 after its shares rose 7.5% to $52.02, bucking a broader market decline. The company, once focused on bitcoin mining, now faces scrutiny over its AI data center expansion and large contracts, including a $9.7 billion deal with Microsoft. IREN’s AI Cloud Services revenue more than doubled last quarter but remains far below mining revenue.
Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft shares fell about 2% in premarket trading Thursday after announcing a A$25 billion ($17.9 billion) AI investment in Australia, its largest ever in the country. The drop followed sector-wide declines sparked by IBM and ServiceNow growth concerns. Microsoft’s plan includes Azure AI infrastructure, cybersecurity, and training three million Australians by 2028. Investors await April 29 earnings for signs AI spending is boosting cloud growth.
Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft shares rose 1.7% to $431.31 Wednesday as investors focused on Azure growth and Copilot adoption ahead of next week’s earnings. Bank of America maintained a buy rating and $500 target, citing AI infrastructure and cloud gains as key factors. Last quarter, revenue climbed 17% to $81.3 billion, but heavy AI spending and only slightly better-than-expected cloud growth unsettled some investors.
TQQQ Is Back in Focus as Filings Reveal Bigger Bets on Leveraged Nasdaq ETF

TQQQ Is Back in Focus as Filings Reveal Bigger Bets on Leveraged Nasdaq ETF

Oriental Harbor Investment Master Fund doubled its stake in ProShares UltraPro QQQ to 2.4 million shares, worth about $126.6 million, in the fourth quarter, filings show. Q3 Asset Management and Main Street Group also increased TQQQ holdings. The disclosures came as the Nasdaq fell 0.55% Monday amid renewed U.S.-Iran tensions. TQQQ’s net assets stood at $31.6 billion as of April 17.
Apple Stock Gets Fresh Wall Street Backing Ahead of Earnings as Morgan Stanley Sees $300 Path, Qualcomm Cut

Apple Stock Gets Fresh Wall Street Backing Ahead of Earnings as Morgan Stanley Sees $300 Path, Qualcomm Cut

Apple shares rose 0.8% to $272.49 by midday Monday after Morgan Stanley advised buying ahead of April 30 earnings, citing potential for stronger revenue and margin outlook. BNP Paribas upgraded Apple and cut Qualcomm, highlighting a split over which firms can handle higher memory costs. Qualcomm gained 1.1% while Nvidia and Microsoft fell about 1%. Apple posted record $143.8 billion revenue last quarter.
Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft shares fell 1.3% to $417.23 Monday, remaining about 23% below their October 2025 peak ahead of the company’s April 29 earnings report. Microsoft’s December quarter revenue rose 17% to $81.3 billion, but capital spending jumped 66% to $37.5 billion, raising investor concerns. Cloud giants are expected to spend $635 billion this year, with Microsoft, Alphabet, and Meta all reporting results April 29.
US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

The S&P 500 and Nasdaq closed at record highs Friday, but the Strait of Hormuz remained shut Sunday after Iran reversed its reopening, with new U.S.-Iran talks set for Monday in Pakistan. Nearly one-fifth of S&P 500 companies report earnings this week, including Tesla, Boeing, and Intel. Two vessels came under fire in the Strait Saturday, and U.S. gasoline prices average $4.05 a gallon.
Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft rose $6.46 to $417.68 and Oracle gained $7.04 to $176.85 by late morning Thursday in New York, as investors responded to strong AI demand and Oracle’s new data center power deals. Oracle said its future contracted revenue jumped 325% to $553 billion. Microsoft is set to report fiscal third-quarter results April 29 after spending over $200 billion on AI since 2024.
Microsoft Stock Rebound Gains Steam Ahead of April 29 Earnings as Azure, Copilot Demand Firms Up

Microsoft Stock Rebound Gains Steam Ahead of April 29 Earnings as Azure, Copilot Demand Firms Up

Microsoft shares climbed 4.5% Wednesday after Barron's cited a KeyBanc survey showing rising enterprise demand for Azure and Copilot. Nearly half of surveyed IT executives now use Copilot, and 85% plan to boost Azure spending. Microsoft reports fiscal Q3 results April 29. Azure grew 39% last quarter, with guidance for 37–38% growth this period.
IREN Stock Rebounds as Microsoft AI Deal Fuels Bull Calls, but $6 Billion Share Sale Risk Lingers

IREN Stock Rebounds as Microsoft AI Deal Fuels Bull Calls, but $6 Billion Share Sale Risk Lingers

IREN shares traded at $47.43 on Wednesday, valuing the company at $10.7 billion after a rebound from March lows. Quarterly revenue fell to $184.7 million as bitcoin mining dropped, but AI cloud services revenue more than doubled to $17.3 million. IREN secured $3.6 billion in GPU financing for its Microsoft contract and reported $2.8 billion in cash at Jan. 31.
IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
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Stock Market Today

  • Netflix Stock Appears Undervalued After 42% Drop, Supported by Cash Flow and Earnings
    June 22, 2026, 9:40 PM EDT. Netflix shares closed at $72.89, down 41.9% over the past year despite gains earlier. A Discounted Cash Flow (DCF) analysis, which values stocks based on projected future cash flows discounted to present value, places Netflix's intrinsic value at $95.10 per share. This indicates the stock trades at a 23.4% discount, suggesting undervaluation. Netflix's strong free cash flow forecast, rising from $12 billion currently to $22.7 billion by 2030, supports this view. Investor sentiment wavers amid intense streaming competition and heavy content investment. The Price-to-Earnings (P/E) ratio, linking stock price to current earnings, also provides valuation insights, but the DCF model highlights Netflix's potential value for long-term investors amid recent price weakness.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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