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Microsoft's new data center in Hyderabad, India is expected to become operational in mid-2026

UnitedHealth Group honors late CEO Brian Thompson with annual week of service

Microsoft adjusts bug bounty program to enhance security

OpenAI and Microsoft are sued in a murder-related case, with the lawsuit alleging ChatGPT exacerbated the user's delusions.

CISA warns of actively exploited zero-day vulnerability in Windows

Microsoft community hosts 'MS Nantes Connect' tech event in Nantes, France

Mission Creek Capital Reduces Holdings in Caterpillar

Analysis suggests UnitedHealth Group is leveraging AI for growth amid sector challenges

Report indicates Microsoft's capital expenditure increased significantly in fiscal year 2025 for AI investment

UnitedHealth Group's Optum to Participate in the Evolution of Psychotherapy (EVP) Conference

UnitedHealth Group to Pay Cash Dividend of $2.21 Per Share

Microsoft AI CEO Mustafa Suleyman describes Elon Musk as a "bulldozer" with "superhuman abilities."

Holocene Advisors LP Increased Holdings in Sherwin-Williams

Microsoft Copilot AI app discovered pre-installed and non-removable on LG TVs

Microsoft holds a free training for marketers on Microsoft 365 Copilot

B. Riley Wealth Advisors Acquired 8,999 Shares of Caterpillar in Q2

Advisory Services Network LLC Increases Holdings in UnitedHealth

Analysis and Forecast of Non-Farm Employment Figures by Goldman Sachs, ADP, and Others

Microsoft acknowledges its Teams application has a significant memory consumption issue.

Reports Indicate Several Institutional Investors Increased Their Stakes in UnitedHealth Group in Q4 2025

AdvisorShares MSOS 2x Daily ETF

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Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

MSFT

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Analysts used TipRanks' Stock Comparison Tool to compare Microsoft (MSFT), Alphabet (GOOGL), and Nvidia (NVDA) to determine which mega-cap stock has the highest upside potential. These stocks are known for their long-term growth potential and strong market positions.

- Investors seeking long-term growth may consider mega-cap stocks, defined as those with a market capitalization exceeding $200 billion.  
- These stocks represent large, established companies with strong industry positions, such as Microsoft, Alphabet, and Nvidia, which were analyzed for their upside potential using TipRanks' Stock Comparison Tool.  
- The analysis aims to identify which mega-cap stock offers the highest growth potential according to Wall Street insights.

Tip Ranks

NVIDIA

Microsoft

Alphabet - C

Alphabet

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

MSFT vs. GOOGL vs. NVDA: Which 'Strong Buy' Mega-Cap Stock Has the Highest Upside Potential, According to Analysts?

The author expresses growing trust in Microsoft's handheld Xbox devices, despite initial skepticism. While the Xbox Full Screen Experience (FSE) needs improvement, updates have enhanced reliability in saving games and battery life. The author continues testing the devices, noting improvements since the October review. Read more at The Verge.

- The author expresses continued skepticism about the Xbox Ally and its Windows version, stating it is not ready for mainstream use.  
- Despite previous criticism, the author notes improvements in the Xbox Full Screen Experience after extensive testing of the handhelds.  
- The author has been playing games on the devices and is starting to trust their performance regarding game saving and battery life.  

The Verge

I’m finally beginning to trust Microsoft’s handheld Xbox

Mission Creek Capital Partners Inc. reduced its stake in Caterpillar Inc. by 15% in Q2, now holding $4.74 million worth of shares. Other institutional investors like ICONIQ Capital and IHT Wealth Management adjusted their positions in Caterpillar. The stock opened at $597.88, with a market cap of $279.80 billion. Analysts predict a potential stock price increase to $650 by year-end, with a current dividend yield of 1.0%.

Market Beat

Caterpillar

Mission Creek Capital Partners Inc. Has $4.74 Million Stock Holdings in Caterpillar Inc. $CAT

Holocene Advisors LP increased its stake in The Sherwin-Williams Company by 36.8% in Q2, owning 955,814 shares worth $328.19 million. Other institutional investors also adjusted their positions. Sherwin-Williams reported Q3 earnings of $3.59 per share, beating estimates, with revenue up 3.2% year-over-year. The company announced a quarterly dividend of $0.79 per share. Analysts have mixed ratings on the stock, with a consensus target price of $390.87.

Sherwin Williams

The Sherwin-Williams Company $SHW Shares Bought by Holocene Advisors LP

Liontrust Investment Partners LLP increased its holdings in UnitedHealth Group by 7.9% in Q2, owning 41,472 shares valued at $12.94 million. Analysts have raised price targets for UNH, with Mizuho, Bernstein, JPMorgan, Jefferies, and Barclays giving 'outperform' and 'buy' ratings. UNH reported Q3 EPS of $2.92, beating estimates, with revenue up 12.2% year-over-year. The company announced a quarterly dividend of $2.21, yielding 2.6%.

Unitedhealth

Liontrust Investment Partners LLP Has $12.94 Million Stock Position in UnitedHealth Group Incorporated $UNH

Tactive Advisors LLC acquired a new stake in Microsoft Corporation worth $3.64 million in the 2nd quarter, purchasing 7,308 shares. Microsoft now represents 1.2% of Tactive Advisors' portfolio. Other institutional investors also increased their positions in Microsoft. Analysts have given Microsoft a 'Moderate Buy' rating with an average price target of $632.34. Microsoft reported strong quarterly earnings, beating estimates with $4.13 EPS and $77.67 billion in revenue. The company announced a quarterly dividend of $0.91 per share, payable on March 12th.

- Tactive Advisors LLC acquired 7,308 shares of Microsoft Corporation, valued at approximately $3,635,000, making it 1.2% of their investment portfolio.  
- Other institutional investors also increased their stakes in Microsoft, with significant purchases from Sound View Wealth Advisors and Bank Pictet & Cie Europe AG.  
- Microsoft reported a quarterly EPS of $4.13, exceeding estimates, and announced a dividend of $0.91 per share, reflecting a 25.89% payout ratio.

Tactive Advisors LLC Takes $3.64 Million Position in Microsoft Corporation $MSFT

Second Line Capital LLC increased its stake in Microsoft by 10.6% in Q2, owning 17,656 shares worth $8.78 million. Microsoft stock opened at $478.53, with a market cap of $3.56 trillion. Analysts have given strong buy and buy ratings, with price targets up to $675. Microsoft reported $4.13 EPS, beating estimates, and announced a $0.91 quarterly dividend.

- Second Line Capital LLC increased its stake in Microsoft Corporation by 10.6% in Q2, owning 17,656 shares valued at $8,782,000.  
- Other institutional investors also raised their positions, with AlphaQuest LLC and PMV Capital Advisers LLC increasing their holdings by 5.9%.  
- Microsoft reported strong quarterly earnings, exceeding expectations with $4.13 EPS and $77.67 billion in revenue, while also announcing a quarterly dividend of $0.91.

Second Line Capital LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

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Goldman Sachs estimates that global central banks net purchased 49 tons of gold during the market volatility in October, far exceeding the previous average monthly level of 17 tons, and is seen as a long-term strategy to hedge risks. The bank maintains its assumption of an average monthly purchase of 70 tons by central banks in 2026 and expects gold prices to rise to $4,900 by the end of 2026. Furthermore, although "tokenized gold" is worth attention, its current impact on gold prices is limited, serving more as an alternative to gold ETFs

- Despite significant market fluctuations in October, global central banks continued to purchase gold, providing strong support for gold prices, while "tokenized gold" has not yet become a major market driver.  
- Goldman Sachs reported a net purchase of 49 tons of gold by central banks in October, significantly higher than the pre-2022 monthly average of 17 tons, indicating robust demand driven by geopolitical and financial risk hedging.  
- The firm maintains an optimistic gold price forecast, expecting it to reach $4,900 per ounce by the end of 2026, supported by ongoing central bank demand and potential increases in private investor interest.

Wallstreetcn

Goldman Sachs

FL2CSOPGOLD

SPDR Gold Shares

Net purchases of 49 tons in October! The central bank's gold purchases remain strong, Goldman Sachs: "Tokenized gold" is not yet the main driver of gold prices

RILY

B. Riley Wealth Advisors Inc. acquired 8,999 shares of Caterpillar Inc., valued at approximately $3,493,000, during the second quarter. This acquisition is part of a broader trend of institutional investors increasing their stakes in Caterpillar. The company's stock performance and analyst ratings are also highlighted, with a potential stock price target increase by several analysts.

B Riley Financial

B. Riley Wealth Advisors Inc. Acquires Shares of 8,999 Caterpillar Inc. $CAT

Advisory Services Network LLC increased its stake in UnitedHealth Group by 66.3% in Q2, acquiring 22,194 additional shares, now holding 55,651 shares worth $17.36 million. Other institutional investors also increased their stakes. Analysts have given mixed ratings, with a consensus rating of 'Hold' and a target price of $385.54. UnitedHealth Group's stock rose 1.5%, with a market cap of $309.65 billion and a P/E ratio of 17.84. The company reported Q3 earnings of $2.92 per share, beating estimates, with revenue up 12.2% year-over-year.

Advisory Services Network LLC Acquires 22,194 Shares of UnitedHealth Group Incorporated $UNH

Several strategists from major Wall Street banks are advising clients to shift their investment focus in 2026 from the "Seven Tech Giants" to traditional cyclical sectors such as healthcare, industrials, energy, and finance. Goldman Sachs believes this shift is primarily based on two points: first, deepening doubts about whether tech giants can continue to support their high valuations and AI spending; second, a growing optimism about the overall economic outlook for the United States in 2026

- As 2026 approaches, Wall Street is shifting focus from tech giants to traditional sectors like healthcare, industrials, and energy, driven by skepticism over tech stock valuations.  
- Recent earnings from AI companies like Oracle and Broadcom have heightened investor concerns, leading to a rotation towards undervalued cyclical and small-cap stocks.  
- Goldman Sachs predicts a 2.5% GDP growth for 2026, suggesting that cyclical sectors still have upside potential, despite risks from disappointing economic growth and rising interest rates.

Wall Street's "2026 US Stock Theme" is rotation! "Old Deng" outperforms Mag 7, Goldman Sachs exclaims "Cyclical stocks have not been fully priced in yet"

Microsoft AI CEO Mustafa Suleyman has criticized Meta's aggressive hiring strategies, which include offering $100 million bonuses, and has decided to avoid participating in the AI talent war. Instead, Suleyman focuses on building cohesive teams and prioritizing candidates who fit the team culture and possess necessary skills, rather than offering exorbitant salaries. This approach contrasts with Meta's strategy of offering large pay packages to attract top talent.

- Microsoft AI CEO Mustafa Suleyman has chosen not to engage in the escalating talent war in the AI sector, avoiding high salary offers to attract talent.  
- He criticized Meta's aggressive hiring strategies, which include massive signing bonuses, and emphasized a selective recruitment process focused on team cohesion and cultural fit.  
- Despite the competitive landscape, Suleyman asserts that Microsoft will prioritize strategic alignment over participating in high-stakes bidding wars for talent.

benzinga_article

Microsoft AI CEO Slams Exorbitant Pay Packages As Meta Escalates Talent War

Nonfarm payroll employment estimates thru NovemberGoldman Sachs, ADP implied, etc. Also Powell conjecture.Figure 1: Change in implied benchmark revision since January 2025 (bold black), Goldman Sachs 12/12 (pink), JOLTS implied (inverted green triangle), ADP implied (tan), Powell conjecture (light blue), and CPS employment series adjusted to NFP concept, smoothed population controls (red), all in 000’s. Source: BLS via FRED, BLS, ADP and author’s calculations, Paweł Skrzypczyński.More By This Author:Did Tariffs Actually Decrease Imports In September? Employment, Heavy Truck Sales And Cautionary Notes Further Deceleration In Nowcasted “Core GDP”

- The article discusses nonfarm payroll employment estimates through November, referencing data from Goldman Sachs and ADP.  
- It includes a figure showing changes in implied benchmark revisions since January 2025, comparing various estimates and conjectures.  
- The data is sourced from BLS, ADP, and the author's calculations, highlighting trends in employment metrics.

Talkmarkets

Nonfarm Payroll Employment Estimates Through November

Goldman Sachs and other analysts predict a US dollar slide, impacting the EUR/USD exchange rate. The Federal Reserve's dovish stance contrasts with expected rate hikes by other central banks like the ECB, BoJ, and BoE. The EUR/USD has risen to 1.1740, with technical indicators suggesting further gains. The ECB's upcoming interest rate decision is a key focus, with most analysts expecting a rate hike next year. The EUR/USD may target resistance at 1.1913 and potentially 1.2000.