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Microsoft stock has fallen 36% from its October 2025 all-time high. And 2026's first quarter could be the worst since the 2008 fourth quarter at the height of tie financial crisis, when the software giant's shares fell 27%, according to Bloomberg.

David Katz warns investors that they will pay “a lot more for stocks” after the resolution of the Iran war. He notes that historically, the market recovers quickly from conflict and thinks we're near the bottom.

Micron just doubled its revenue quarter over quarter. Nvidia still sees massive demand for its GPUs.

Nvidia and Broadcom are making huge sums of money from the AI build-out. The AI hyperscalers look like compelling investments.

Nvidia's stock price has recently lagged its business performance. Nebius expects monster revenue growth this year.

Selling intensity has picked up as the company faces new questions about its AI approach.

Amazon's and Microsoft's cloud businesses are booming. Nvidia supplies the hardware to many of these companies.