$MSFT

The S&P 500 is down 0.2% in 2026 while 78% of Vanguard ETFs outperform, as megacap stocks drag the index despite most components gaining.

Five Magnificent Seven tech stocks emerge as March buys: NVIDIA, Microsoft, Meta offer growth at fair valuations; Amazon, Alphabet command justified premiums. Tesla, Apple avoided.

Microsoft shares fell 24% to $410 from October 2026 highs amid Azure AI slowdown concerns, but analysts see 48% upside with $600 median target.

Interview Kickstart launches comprehensive Technical Program Manager masterclass for FAANG roles, covering system thinking, program execution, and stakeholder management with instructors from major tech firms.

Nvidia trades at 22x forward earnings, matching Meta as second-cheapest Magnificent Seven stock, despite delivering 65% revenue growth and dominating AI infrastructure markets.

Anduril secured $99.6M Army contract for command and control prototypes, nearly four times Lockheed Martin's award, signaling potential shift toward emerging defense contractors ahead of its IPO.

Nvidia's 73% revenue growth and 77% guidance failed to impress as shares fell 4% amid valuation and margin compression concerns.

Three growth stocks—Robinhood Markets, Micron Technology, and Iren—positioned to double on AI boom tailwinds in fintech, memory chips, and data center infrastructure.

Claar Advisors builds $7.3M stake in Callaway Golf, betting on sustained equipment demand. Stock surged 108% annually.

Okta beat Q4 earnings with 11% revenue growth, lifting stock 10%, yet analysts cut price targets citing slowing guidance and weakening customer metrics amid intensifying competition.

Marvell Technology projects FY2027 revenue exceeding $11B with 30%+ growth, followed by $15B by FY2028 as AI infrastructure spending accelerates.

Global big data market projected to reach $1 trillion by 2035 at 13.10% annual growth, driven by AI integration, cloud adoption, and vertical analytics solutions.

Quantum AI trading risk market projected to grow from $3.18B in 2025 to $12.05B by 2030 at 30.5% CAGR, driven by quantum computing investments and regulatory demands.

CrowdStrike posts robust Q4 results with 23% revenue growth and profitability, but analyst cites expensive 22x P/S valuation and Microsoft competition.

Global anomaly detection market projected to grow from $5.66B in 2024 to $19.4B by 2031, driven by AI advances and cybersecurity demands across enterprises.

SentinelOne surges 9% on new AI-native identity platform amid geopolitical tensions, but earnings on March 12 will reveal if product can reverse post-IPO struggles.

Constellation Energy surges 17.5% in February on strong Q4 earnings and 380 MW data center power deal, with Calpine acquisition driving immediate growth synergies.

Broadcom shares jump 7% after CEO signals clear visibility to $100B AI chip revenue by 2027, up from $20B in 2025, with major tech partnerships secured.

Aluminum prices spike to 4-year highs at $3,418/ton after Middle East disruptions, exposing U.S. reliance on imports as domestic smelters dwindle and face power competition from data centers.

Global video processing platform market projected to grow from $9.79B in 2026 to $20.63B by 2032, driven by AI automation and cloud migration.