MICROSOFT News & Analysis

These stocks and the key trends behind them are critical for understanding the AI investment landscape

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding...

US tech earnings for two industry leaders.

A new analyst report from Morningstar highlights three ETFs for investors hunting for tech exposure but cautions against "jumping on the bandwagon"...

The AI gold rush involves some familiar tech giants. Should investors be worried about over-exposure to this theme?

India's ambitious digital push has created tremendous opportunities for cloud services providers as the country continues its march towards digital...

Big-tech is leading the artificial intelligence race, but there are plenty of smaller companies well placed for what's to come.

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...