US Technology Ishares ETF (IYW)

Ives estimates conservatively that 10%-15% of many cloud and AI initiatives in the U.S. he is tracking in the field could be pushed/slowed down during this period of uncertainty.

Following Tuesday's close, Microsoft had a market capitalization of $2.636 trillion compared to Apple's $2.59 trillion and Nvidia's $2.35 trillion.

Despite Dayforce’s underperformance relative to its industry peers over the past 52 weeks, Wall Street analysts remain moderately optimistic about the stock’s prospects.

The S&P 500 and NASDAQ indexes rally attempt were both rejected at their respective 200 day moving averages after President Trump announce 25% auto tariffs.

Despite F5’s outperformance relative to the technology sector over the past year, Wall Street analysts maintain a cautious outlook on its prospects.

While Akamai Technologies has underperformed relative to the technology sector over the past year, Wall Street analysts maintain a moderately optimistic outlook on its prospects.

With just 10 minutes remaining before market close, Microsoft’s stock was about to end last week in the red. If this had happened, it would have marked its first eight-week losing streak since 2008....

Recession is the word that's been making headlines as recent economic reports and especially the Atlanta Fed is stoking fears with its GDPNow real-time forecast

Daniel Ives noted that AI annual recurring revenue (ARR), which was $13 billion in the December quarter, continued to track ahead of expectations.

DA Davidson analyst Gil Luria said evidence now suggested Microsoft was offloading less desirable capex to CoreWeave, Oracle, and Softbank.