Macro Intelligence: AI-driven disruption poses challenges for top software stocks
By Juliette Saly Publication Date: 2026-01-21 04:08:00 As this Bloomberg chart shows, a Morgan Stanley index tracking software stocks is…
Tag: Macro
Macro intelligence: Is the AI bubble bursting?
By Juliette Saly Publication Date: 2025-11-26 03:41:00 Diana Mousina, senior economist at AMP, emphasizes that while the US tech sector…
HPE’s Q3 Earnings: Can AI and Networking Growth Overcome Macro Headwinds?
Hewlett Packard Enterprise’s (HPE) fiscal 2023 third-quarter results underscore a pivotal moment in its strategic evolution. While the company navigated…
Microsoft Stock (MSFT) Shrugs Off Macro Blues and Returns to Record Highs
Microsoft (MSFT) is rapidly solidifying its leadership in the AI race, fueled by the strength of Azure’s cloud platform, the…
Amazon well-positioned for AWS acceleration, trade tailwinds despite macro risks: analysts
Amazon.com Inc (NASDAQ:AMZN) is showing signs of stabilization across its retail and cloud businesses, analysts believe. The stock may be…
Nvidia Stock Remains a ‘Top Pick,’ Says Morgan Stanley Despite Macro Challenges – TipRanks
Nvidia Stock Remains a ‘Top Pick,’ Says Morgan Stanley Despite Macro Challenges TipRanks Article Source https://www.tipranks.com/news/nvidia-stock-remains-a-top-pick-says-morgan-stanley-despite-macro-challenges
Cisco (CSCO) Target Price Lowered by JPMorgan Amid Macro Uncerta
For Immediate Release 2025-04-17 11:38:00 JPMorgan has revised its price target for Cisco Systems (CSCO, Financial), reducing it from $73…
Nvidia, Marvell targets cut at Citi amid macro uncertainty – Investing.com
Nvidia, Marvell targets cut at Citi amid macro uncertainty Investing.com Article Source https://www.investing.com/news/stock-market-news/nvidia-marvell-targets-cut-at-citi-amid-macro-uncertainty-3981017
Nvidia: When Macro Doubt Meets Micro Strength (NASDAQ:NVDA)
Nvidia: When Macro Doubt Meets Micro Strength (NASDAQ:NVDA) Seeking Alpha Article Source https://seekingalpha.com/article/4772231-nvidia-when-macro-doubt-meets-micro-strength