By Patrick Timely Microsoft is under renewed pressure after a sharp post-earnings selloff, with investors increasingly focused on rising AI-related costs and signs that cloud growth may be entering a more mature phase. Despite another quarterly earnings beat, the stock’s reaction highlights growing sensitivity to capital intensity and risk at elevated valuation levels. At the […]
Tag: ICF
By Patrick Timely Meta surged sharply this week, pushing its share price toward the $720 area after a strong earnings report reignited optimism around the company’s artificial intelligence strategy. With Wall Street banks lifting price targets and investors embracing Meta’s long-term AI roadmap, the stock is once again testing key resistance levels. At the time […]
By Patrick Timely The S&P 500 has pushed to fresh all-time highs as investors weigh resilient economic growth against a shifting Federal Reserve outlook. With monetary policy nearing a pause and earnings momentum holding up, major banks argue that the index still has room to run despite elevated valuations. At current levels, the rally is […]