Investor Michael Burry has taken a bullish long-term position on Microsoft by purchasing December 2028 LEAP call options with a $700 strike price, betting the stock could more than double from its current $350-$373 range. This move reflects his confidence in Microsoft's leadership in AI, cloud computing, and enterprise software, despite recent stock declines. The options offer leveraged exposure with limited downside, but they require Microsoft to rise significantly to become profitable. While the size of Burry's investment is unknown, the trade signals his belief that Microsoft is undervalued and poised for substantial growth over the next several years.
Apple and Microsoft have raised prices on key devices due to soaring memory costs driven by a global supply crunch linked to AI chip demand. While large companies can absorb or pass on these costs, smaller electronics manufacturers struggle with skyr...
Google is pushing news publishers to join a new AI partnership that promotes their content in AI Overviews but requires allowing Google to use their content to train AI bots. Publishers face losing payments from Google's current Showcase licensing pr...
Microsoft shares rose 5% to $371 as memory and semiconductor markets stabilize, offering hope after a 25% year-to-date decline. The rebound is driven by easing fears over rising memory costs and renewed optimism in Microsoft's AI business, which is g...
Investors are shifting focus from high-growth AI hyperscalers like Apple, Microsoft, and Alphabet to AI infrastructure suppliers such as Micron and Taiwan Semiconductor. This rotation follows concerns over rising AI infrastructure costs and heavy cap...
Goldman Sachs' Nasdaq-100 Premium Income ETF (GPIQ) has attracted $2.12 billion in 2025 by offering a near 10% monthly yield through writing covered call options on major tech stocks like NVIDIA and Apple. While it provides steady income, much of it ...
