Morgan Stanley  (MS)  is placing a large bet on Microsoft  (MSFT) , ranking it among its top software picks. Keith Weiss, alongside a respected crew of analysts, said that worries about Microsoft's association with OpenAI, the speed of Azure's expansion, and the longevity of its productivity suite have hurt sentiment. Still, the data shows the fears are unfounded. Weiss lifted his price target to $625 from $582 and reiterated an Overweight rating, arguing that Microsoft’s mix of double-digit growth, disc ...

We came across a bullish thesis on nLIGHT, Inc. on X.com by pennycheck. In this article, we will summarize the bulls’ thesis on LASR. nLIGHT, Inc.'s share was trading at $31.20 as of September 18th. Semiconductor l-n-r2tVRjxzFM8-unsplash The company continues to strengthen its position in the defense technology market through major contract wins and operational execution. Its $171 million HELSI Phase 2 program to develop a 1-megawatt direct energy laser, the most powerful known laser weapon globally, is ...

Key Points Alibaba stock has surged lately, paced by its AI investments. Founder Jack Ma has also returned to the company and has been welcomed by President Xi. The stock still looks well-priced compared to U.S. tech stocks. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA) notoriously burned investors in 2021. When American tech stocks were soaring during the COVID-19 pandemic, the Chinese tech giant was heading in the other direction as a crackdown from Beijing made the stock k ...

Cathie Wood, head of Ark Investment Management, is known for betting on tech companies she believes can “disrupt” the future. But she doesn’t hesitate to shuffle her portfolio, sometimes trimming or adding to positions within days of making a move. That’s what she just did, selling shares of a hot tech name only a week after buying them. Wood’s funds have experienced a volatile ride this year, swinging from sharp losses to strong gains. In January and February, the Ark funds rallied as investors bet on ...

SAXONBURG, Pa., Sept. 28, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, announced today that it will showcase its latest innovations in next-generation optical communications at ECOC 2025, taking place September 29-October 1 at the Bella Center in Copenhagen, Denmark (Booth #C3124). Coherent thought leaders will contribute to the Market Focus program through panels, workshops, and round table sessions. “ECOC is the European premier global stage for showcasing innovation ...

Key Points Quantum computing stocks are beginning to outpace AI's largest players. D-Wave Quantum has witnessed a meteoric rise over the last year thanks to a frenzy of retail buying. D-Wave Quantum's momentum may be tempting to follow, but the company's progress remains limited and its valuation profile appears stretched. 10 stocks we like better than D-Wave Quantum › The artificial intelligence (AI) revolution has ignited tremendous investor interest about which technologies could drive the n ...

NEW YORK, NEW YORK - APRIL 03: Stock market numbers are displayed on the floor of the New York Stock Exchange during morning trading on April 03, 2025 in New York City. The stock market opened up with all three major stock indexes going under as the market reacts to U.S. President Donald Trump's announcement of sweeping tariffs of at least 10% and even higher for some countries. At opening the Dow dropped 1,500 points, S&P 500 lost 4% and the Nasdaq Composite slid 5%. (Photo by Michael M. Santiago/Getty Ima ...

Key Points CrowdStrike has always been an AI-first company. CrowdStrike's cybersecurity solutions are used by 300 of the Fortune 500 companies. The total addressable market for AI-native cybersecurity solutions is expected to reach $250 billion by 2029. 10 stocks we like better than CrowdStrike › Artificial intelligence (AI) isn't a new technology, but it has undoubtedly made more of a splash over the past few years. Cybersecurity company CrowdStrike (NASDAQ: CRWD) has been using AI since its fou ...

Key Points CoreWeave's OpenAI contracts and fast growth highlight its leverage to AI demand. Oracle's cloud backlog and infrastructure growth show rising AI workloads on OCI. Both stocks look interesting for small positions, but valuations and concentration risks argue for caution. 10 stocks we like better than CoreWeave › Investors do not have to look far for signs that artificial intelligence (AI) capital spending is still ramping. This week, OpenAI, Oracle (NYSE: ORCL), and SoftBank announced ...

Investing in this stock has changed my life in more ways than one.I own over 100 stocks. However, a small handful have made the most impactful contribution toward growing my wealth over the years.One stock that has truly delivered life-changing returns for me is Meta Platforms (META -0.65%). Let me share why I plan to never sell another share of this technology giant. My Meta storyI initially invested in Meta Platforms (then Facebook) over a decade ago after reading a compelling buy report from a Motley Foo ...