CrowdStrike Holdings Inc. (NASDAQ: CRWD) is up approximately 45% in 2026, making it one of the best-performing stocks of 2026. However, CRWD is down approximately 10% since reporting solid earnings on June 3.
That dip comes even though the company’s board approved a 4-for-1 stock split. Shareholde.... |
Good MorningStocks began the week with risk appetite firmer as investors weighed U.S.-Iran inspection progress against oil-market fragility. The central tension is energy vs inflation, with diplomatic relief lowering recession worries while Hormuz headlines kept crude risk in the foreground.
The macro driver is geopolitics, specifically Iran’s reported agreement to allow nuclear inspectors back while talks continue. That shifts risk perception because lower conflict odds support cyclicals and growth leadership, but any renewed oil disruption would revive inflation sensitivity and favor energy hedges, defensives, and shorter-duration positioning.
Alphabet slid as high-profile DeepMind departures raised doubts about AI execution and talent retention. Amazon softened ahead of Prime Day, with investors treating its Alexa AI shopping features as a demand and conversion test. NVIDIA slipped even as its Fervo and PNNL geothermal partnership expanded AI infrastructure use cases, showing concern over CapEx payoff. MP Materials and USA Rare Earth gained after China’s export-control action reinforced rare-earth supply-chain risk. Robinhood fell after announcing convertible notes, as investors weighed funding flexibility against dilution overhang. Traders are watching oil moves, Fed speakers, and Prime Day demand signals for the next catalyst. Featured: This part of AI still looks early to me (Ad) 
| Technology | |
CrowdStrike Holdings Inc. (NASDAQ: CRWD) is up approximately 45% in 2026, making it one of the best-performing stocks of 2026. However, CRWD is down approximately 10% since reporting solid earnings on June 3.
That dip comes even though the company’s board approved a 4-for-1 stock split. Shareholde... Read the Full Story |
| From Our Partners | | Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. | | Watch the full story and see the verified track record for yourself |
| Consumer Discretionary | |
Shares of Sweetgreen Inc. (NYSE: SG) have surged 60% over the past three months, rebounding from a steep selloff that began in late 2024 as concerns about slowing consumer demand mounted. The rally has some questioning whether the company's efforts to revive the business are finally gaining tracti... Read the Full Story |
| Consumer Discretionary | |
Frugal shoppers continue to spend, and Burlington Stores (NYSE: BURL) continues to benefit.
By selling branded clothing, footwear, accessories, and home merchandise at prices well below traditional retailers, Burlington is delivering exceptional sales, earnings, and store expansion as a standout of... Read the Full Story |
| From Our Partners | | In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had written off. The stock climbed more than 1,100% over the next 3-4 years, with some subscribers reporting gains of $141,000, $272,000, or more.
He believes a similar setup is forming now around what he calls the 'Energy Cube' - a compact nuclear system roughly the size of a shipping container, capable of powering up to 1,000 homes with no emissions, 24 hours a day. Bill Gates, Jeff Bezos, Google, and Microsoft have all backed companies in this space. The Nuclear Regulatory Commission is expected to issue a key approval as early as August - the first of its kind for this technology class in over a decade. | | Watch the full presentation before the NRC decision arrives |
| Communication Services | |
The business of journalism has not been pretty the past couple decades, but USA Today (NYSE: TDAY) might finally be on the verge of looking attractive.
One of the most recognized media brands in America, the company for most of the past decade was a cautionary tale about what happens to newspaper ... Read the Full Story |
| Industrials | |
For the past couple of years, the AI investment story has been told largely through chips, cloud platforms, and the data centers that house them. But there is a problem hiding beneath it all, one that could become the single biggest constraint on the entire build-out. AI does not just need compute.... Read the Full Story |
| From Our Partners | | Palantir investors who bought at IPO are sitting on gains near 1540%. But Mode Mobile, still private, has already posted 32481% revenue growth, 490M+ users, and $115M+ in real revenue.
Mode's model pays users for their screen time, turning Big Tech's data-mining playbook into a revenue engine for everyone. With a Nasdaq ticker already secured for a potential IPO, 60,000+ shareholders have invested over $100M so far.
Pre-IPO shares are still priced at $0.52 each, but that window closes August 14. | | Secure Mode Mobile pre-IPO shares before pricing changes on August 14 |
| Energy | |
Oil prices are elevated and are likely to remain higher for the foreseeable future. While EIA officials predict a supply glut in 2027, it won’t happen for 12 months or more, if at all.
Near term, the supply looks tight. The Iran war disrupted energy markets in a historic fashion, not only impairing... Read the Full Story |
| Technology | |
Microsoft Corporation (NASDAQ: MSFT) is down approximately 20% in the last 12 months. Most of the news around the company has been negative.
There have been layoffs, significant ongoing capital expenditures to support its artificial intelligence ambitions, cost pressures in its gaming division, a... Read the Full Story |
| Finance | |
“Staying the course” to manage volatility in the stock market is much easier for investors who have time on their side. However, when investors get closer to the time when they need the money, preservation of capital becomes more important than getting a return on capital.
This is where monthly div... Read the Full Story |
| Technology | |
"A rising tide lifts all boats" is a popular piece of market jargon, but you can see why it sticks during rallies like the AI gold rush. Anyone and everyone is trying to get into the data center game today, including some former Bitcoin miners strategically pivoting to the next big thing. In partic... Read the Full Story |
| Technology | |
Penguin Solutions (NASDAQ: PENG) is no newcomer to tech, data centers or AI, but it is only now, with the AI boom years in the making, that its stock price is rallying.
The reason is simple: now that GPU supply and supply chains are firming up, connectivity and networking solutions are being deli... Read the Full Story |
| Tuesday's Early Bird Stock Of The Day Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services. This segment also provides LinkedIn; and dynamics business solutions, including Dynamics 365, a set of intelligent, cloud-based applications across ERP, CRM, power apps, and power automate; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services, such as azure and other cloud services; SQL and windows server, visual studio, system center, and related client access licenses, as well as nuance and GitHub; and enterprise services including enterprise support services, industry solutions, and nuance professional services. The More Personal Computing segment offers Windows, including windows OEM licensing and other non-volume licensing of the Windows operating system; Windows commercial comprising volume licensing of the Windows operating system, windows cloud services, and other Windows commercial offerings; patent licensing; and windows Internet of Things; and devices, such as surface, HoloLens, and PC accessories. Additionally, this segment provides gaming, which includes Xbox hardware and content, and first- and third-party content; Xbox game pass and other subscriptions, cloud gaming, advertising, third-party disc royalties, and other cloud services; and search and news advertising, which includes Bing, Microsoft News and Edge, and third-party affiliates. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online, and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington. | Should I Buy Microsoft Stock? MSFT Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Microsoft was last updated on Thursday, August 06, 2026 at 6:01 PM.
Microsoft Bull Case -
Microsoft reported strong earnings with an EPS of $4.74, significantly exceeding analysts' expectations, indicating robust financial health and operational efficiency.
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The company has a high net margin of over 40%, showcasing its ability to convert revenue into profit effectively, which is attractive for investors seeking profitability.
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Recent growth in Azure revenue, which surpassed $100 billion, highlights the increasing demand for cloud services, positioning Microsoft favorably in a rapidly expanding market.
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Analysts have a consensus price target of around $558.64, suggesting potential upside for investors based on current market evaluations.
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Microsoft's strategic partnerships, particularly with OpenAI, are expected to drive innovation and revenue growth in AI, enhancing its competitive edge in technology.
Microsoft Bear Case -
Despite strong performance, some analysts have downgraded their price targets, indicating potential volatility and uncertainty in future stock performance.
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The company faces increasing competition in the cloud and AI sectors, which could impact its market share and profitability in the long term.
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Microsoft's dividend yield is relatively low at 0.7%, which may not be appealing for income-focused investors looking for higher returns from dividends.
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Concerns about customer concentration due to reliance on partnerships, such as with OpenAI, could pose risks if these relationships change or underperform.
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The stock price has shown fluctuations, and while it has potential for growth, investors should be cautious of market corrections that could affect their investments.
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