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GOOGL · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

GOOG · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

FTNT · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

NVDA · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

AAPL · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

MSFT · Zacks Investment Research · Sep 17, 2026

Top 5 Tech Stocks Built to Weather Higher Interest Rates

Following the Federal Reserve's 25 basis point rate increase to 3.75%-4.00%, tech companies with fortress balance sheets, robust cash flow, and recurring revenue are better equipped to handle higher borrowing costs. Nvidia, Fortinet, Alphabet, Microsoft, and Apple stand out due to their exceptional liquidity, strong cash generation, and ability to fund growth internally.

MSFT · Zacks Investment Research · Sep 17, 2026

CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters

CoreWeave is expanding its AI infrastructure capabilities by deploying multi-rack NVIDIA Vera Rubin NVL72 clusters and introducing new storage features including cross-region write acceleration and a lower-cost Archive tier. These developments aim to support large-scale agentic AI workloads, though CoreWeave faces intensifying competition from Microsoft and Nebius Group in the AI cloud infrastructure market.

NVDA · Zacks Investment Research · Sep 17, 2026

CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters

CoreWeave is expanding its AI infrastructure capabilities by deploying multi-rack NVIDIA Vera Rubin NVL72 clusters and introducing new storage features including cross-region write acceleration and a lower-cost Archive tier. These developments aim to support large-scale agentic AI workloads, though CoreWeave faces intensifying competition from Microsoft and Nebius Group in the AI cloud infrastructure market.

NVDA · The Motley Fool · Sep 16, 2026

Forget Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock Now

Nvidia agreed to acquire Hugging Face for $11.9 billion ($12.9 billion including employee awards), a steep price at 86x annualized revenue. However, the acquisition gives Nvidia strategic access to a platform hosting 3 million models used by 18 million developers and 200,000+ companies. As AI chip competition intensifies from Meta, Microsoft, and others, Hugging Face provides Nvidia a way to remain relevant in the AI ecosystem beyond just selling GPUs. The key to success is maintaining the platform's openness across different hardware and frameworks to preserve developer loyalty.

META · The Motley Fool · Sep 16, 2026

Forget Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock Now

Nvidia agreed to acquire Hugging Face for $11.9 billion ($12.9 billion including employee awards), a steep price at 86x annualized revenue. However, the acquisition gives Nvidia strategic access to a platform hosting 3 million models used by 18 million developers and 200,000+ companies. As AI chip competition intensifies from Meta, Microsoft, and others, Hugging Face provides Nvidia a way to remain relevant in the AI ecosystem beyond just selling GPUs. The key to success is maintaining the platform's openness across different hardware and frameworks to preserve developer loyalty.

MSFT · The Motley Fool · Sep 16, 2026

Forget Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock Now

Nvidia agreed to acquire Hugging Face for $11.9 billion ($12.9 billion including employee awards), a steep price at 86x annualized revenue. However, the acquisition gives Nvidia strategic access to a platform hosting 3 million models used by 18 million developers and 200,000+ companies. As AI chip competition intensifies from Meta, Microsoft, and others, Hugging Face provides Nvidia a way to remain relevant in the AI ecosystem beyond just selling GPUs. The key to success is maintaining the platform's openness across different hardware and frameworks to preserve developer loyalty.

AMD · The Motley Fool · Sep 16, 2026

Forget Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock Now

Nvidia agreed to acquire Hugging Face for $11.9 billion ($12.9 billion including employee awards), a steep price at 86x annualized revenue. However, the acquisition gives Nvidia strategic access to a platform hosting 3 million models used by 18 million developers and 200,000+ companies. As AI chip competition intensifies from Meta, Microsoft, and others, Hugging Face provides Nvidia a way to remain relevant in the AI ecosystem beyond just selling GPUs. The key to success is maintaining the platform's openness across different hardware and frameworks to preserve developer loyalty.

GOOGL · The Motley Fool · Sep 16, 2026

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Microsoft announced Azure surpassed $100 billion in annual revenue for the first time, with fiscal 2026 revenue up 18% to $332 billion and net income rising 31% to $134 billion. However, the stock has only gained 3% in 2026 and underperformed the market due to concerns about massive capital expenditures ($116 billion), perceived AI platform weaknesses, and higher valuation multiples compared to competitors like Alphabet and Amazon.

AMZN · The Motley Fool · Sep 16, 2026

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Microsoft announced Azure surpassed $100 billion in annual revenue for the first time, with fiscal 2026 revenue up 18% to $332 billion and net income rising 31% to $134 billion. However, the stock has only gained 3% in 2026 and underperformed the market due to concerns about massive capital expenditures ($116 billion), perceived AI platform weaknesses, and higher valuation multiples compared to competitors like Alphabet and Amazon.

GOOG · The Motley Fool · Sep 16, 2026

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Microsoft announced Azure surpassed $100 billion in annual revenue for the first time, with fiscal 2026 revenue up 18% to $332 billion and net income rising 31% to $134 billion. However, the stock has only gained 3% in 2026 and underperformed the market due to concerns about massive capital expenditures ($116 billion), perceived AI platform weaknesses, and higher valuation multiples compared to competitors like Alphabet and Amazon.

MSFT · The Motley Fool · Sep 16, 2026

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Microsoft announced Azure surpassed $100 billion in annual revenue for the first time, with fiscal 2026 revenue up 18% to $332 billion and net income rising 31% to $134 billion. However, the stock has only gained 3% in 2026 and underperformed the market due to concerns about massive capital expenditures ($116 billion), perceived AI platform weaknesses, and higher valuation multiples compared to competitors like Alphabet and Amazon.

MSFT · The Motley Fool · Sep 16, 2026

Better Buy: Palantir Stock vs. Microsoft Stock

The article compares Palantir and Microsoft as investment options, noting that despite being much smaller by revenue, Palantir generates profit margins comparable to Microsoft. The comparison is framed within the context of rising AI effectiveness driving enterprise implementation demand.

PLTR · The Motley Fool · Sep 16, 2026

Better Buy: Palantir Stock vs. Microsoft Stock

The article compares Palantir and Microsoft as investment options, noting that despite being much smaller by revenue, Palantir generates profit margins comparable to Microsoft. The comparison is framed within the context of rising AI effectiveness driving enterprise implementation demand.

MSFT · The Motley Fool · Sep 15, 2026

Microsoft Pays Out More in Dividends Than It Spends Buying Back Stock. Here's What That Does for Investors.

Microsoft has shifted its capital allocation strategy, now prioritizing dividends over stock buybacks. In fiscal 2026, the company paid $27.0 billion in dividends versus $16.7 billion in buybacks, a reversal from five years prior. The buyback program primarily offsets dilution from employee stock compensation rather than reducing share count, with minimal impact on earnings per share growth, which has been driven almost entirely by business profitability rather than share reduction.

MSFT · Zacks Investment Research · Sep 15, 2026

ORCL vs. MSFT: Which Stock Should Value Investors Buy Now?

In a comparison of two major computer software stocks, Oracle (ORCL) emerges as the superior value opportunity compared to Microsoft (MSFT). Oracle holds a Zacks Rank #2 (Buy) versus Microsoft's #3 (Hold), and demonstrates better valuation metrics including a lower forward P/E ratio of 17.97 versus 25.77, a PEG ratio of 0.85 versus 1.62, and a Value grade of B versus D.

ORCL · Zacks Investment Research · Sep 15, 2026

ORCL vs. MSFT: Which Stock Should Value Investors Buy Now?

In a comparison of two major computer software stocks, Oracle (ORCL) emerges as the superior value opportunity compared to Microsoft (MSFT). Oracle holds a Zacks Rank #2 (Buy) versus Microsoft's #3 (Hold), and demonstrates better valuation metrics including a lower forward P/E ratio of 17.97 versus 25.77, a PEG ratio of 0.85 versus 1.62, and a Value grade of B versus D.

AAPL · Zacks Investment Research · Sep 15, 2026

Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

The iShares Expanded Tech Sector ETF (IGM) is a passively managed fund with $10.63 billion in assets, offering broad exposure to the technology sector with a low 0.37% expense ratio. The fund has gained 24.33% year-to-date and 31.31% over the past year, with top holdings including Microsoft (9.9%), Nvidia, and Apple. IGM carries a beta of 1.40 and holds a Zacks ETF Rank of 1 (Strong Buy), though alternatives like XLK and VGT offer lower expense ratios.

NVDA · Zacks Investment Research · Sep 15, 2026

Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

The iShares Expanded Tech Sector ETF (IGM) is a passively managed fund with $10.63 billion in assets, offering broad exposure to the technology sector with a low 0.37% expense ratio. The fund has gained 24.33% year-to-date and 31.31% over the past year, with top holdings including Microsoft (9.9%), Nvidia, and Apple. IGM carries a beta of 1.40 and holds a Zacks ETF Rank of 1 (Strong Buy), though alternatives like XLK and VGT offer lower expense ratios.

MSFT · Zacks Investment Research · Sep 15, 2026

Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

The iShares Expanded Tech Sector ETF (IGM) is a passively managed fund with $10.63 billion in assets, offering broad exposure to the technology sector with a low 0.37% expense ratio. The fund has gained 24.33% year-to-date and 31.31% over the past year, with top holdings including Microsoft (9.9%), Nvidia, and Apple. IGM carries a beta of 1.40 and holds a Zacks ETF Rank of 1 (Strong Buy), though alternatives like XLK and VGT offer lower expense ratios.

MSFT · Zacks Investment Research · Sep 14, 2026

Why the Market Dipped But Microsoft (MSFT) Gained Today

Microsoft closed at $505.41, up 1.97%, outperforming the S&P 500's 0.48% loss. The company is forecasted to report EPS of $4.67 (up 13.08% YoY) and revenue of $90.53 billion (up 16.56% YoY). Microsoft carries a Zacks Rank #3 (Hold) with a Forward P/E of 25.3, trading at a premium to its industry average of 15.78.

MSFT · Zacks Investment Research · Sep 14, 2026

Beat the Market the Zacks Way: FIGS, Microsoft, Amphenol in Focus

Zacks Investment Research showcases the performance of its various stock rating systems and portfolios. The Zacks Rank #1 portfolio outperformed the S&P 500 by 2.3 percentage points year-to-date, while individual stocks like FIGS and CRL surged following rank upgrades. The Focus List, ECAP, ECDP, and Top 10 portfolios also demonstrated strong returns, with the Top 10 portfolio delivering a cumulative return of +2,881.3% since 2012 compared to the S&P 500's +648.5%.

NVDA · Zacks Investment Research · Sep 14, 2026

Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?

The iShares S&P 100 ETF (OEF) is a passively managed large-cap blend fund with $20.35 billion in assets and a low 0.2% expense ratio. The fund has gained 11.38% year-to-date and 17.25% over the past year, with heavy exposure to Information Technology (44%). Top holdings include Nvidia (11.33%), Apple, and Microsoft. With a Zacks ETF Rank of 3 (Hold) and beta of 1.03, it offers moderate risk diversification through 105 holdings.

AAPL · Zacks Investment Research · Sep 14, 2026

Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?

The iShares S&P 100 ETF (OEF) is a passively managed large-cap blend fund with $20.35 billion in assets and a low 0.2% expense ratio. The fund has gained 11.38% year-to-date and 17.25% over the past year, with heavy exposure to Information Technology (44%). Top holdings include Nvidia (11.33%), Apple, and Microsoft. With a Zacks ETF Rank of 3 (Hold) and beta of 1.03, it offers moderate risk diversification through 105 holdings.

MSFT · Zacks Investment Research · Sep 14, 2026

Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?

The iShares S&P 100 ETF (OEF) is a passively managed large-cap blend fund with $20.35 billion in assets and a low 0.2% expense ratio. The fund has gained 11.38% year-to-date and 17.25% over the past year, with heavy exposure to Information Technology (44%). Top holdings include Nvidia (11.33%), Apple, and Microsoft. With a Zacks ETF Rank of 3 (Hold) and beta of 1.03, it offers moderate risk diversification through 105 holdings.

AMZN · The Motley Fool · Sep 13, 2026

Billionaire Bill Ackman Trimmed This Big Tech Position to Back These 2 AI Contenders

Billionaire investor Bill Ackman sold a quarter of his Amazon stake while increasing positions in Microsoft and Meta Platforms, betting on AI opportunities. All three companies are positioned as strong AI plays: Amazon through cloud computing and AWS, Microsoft through cloud services and OpenAI partnership, and Meta through its AI-powered recommendation engine and new AI agents.