Is Nebius a Buy? Its 22-Month Payback Offers a Clue

Here's How Microsoft's $175 Billion in Capital Expenditures Is Hurting Its Business

Microsoft cloud computing business may not be as profitable as its other segments.

• Microsoft invested $175 billion in data centers for AI initiatives.
• Azure's operating margins are lower than AWS and Google Cloud.
• Lower margins may slow Microsoft's profit growth despite revenue gains.

2h ago ·fool.com

MP Materials vs. USA Rare Earth: Which Rare Earth Stock Is the Better Buy?

Key PointsMP Materials is lower risk with established operations and contracts.

2h ago ·nasdaq.com

Notable analyst calls: Salesforce, Walmart and Lockheed Martin gain analyst support as tech downgrades mount

2h ago ·seekingalpha.com

The Stock Market Looks Vulnerable. Should Investors Sell Their Stocks Now?

Here's why selling everything in a crash could be a costly mistake, what to examine in your portfolio, and how to prepare for opportunities when other investors become fearful.

• Recent inflation reports raise concerns about potential Federal Reserve rate hikes.
• IMF warns of AI-related market corrections and rising government bond yields.
• Investors should assess individual stock valuations and resilience to downturns.

2h ago ·fool.com