Microsoft (MSFT)

Microsoft has halted the use of China-based engineers on U.S. military cloud projects after a ProPublica report exposed security concerns.

Bill Gates, warned the reduce U.S. aid for global TB treatment and diagnosis efforts, can result in at least 2 million additional deaths.

Shares of specialty pharmaceutical company Supernus Pharmaceuticals (NASDAQ:SUPN) fell 3.2% in the afternoon session after several negative developments weighed on the sector. Weakness in managed care providers was a significant factor, with companies like Elevance Health and Humana seeing declines due to an analyst downgrade and a lost lawsuit regarding Medicare bonus payments, respectively. 

Wall Street rose to new heights during the week amid strong earnings and solid economic data. Meanwhile, Fed rate cut debate heats up.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 5.8% in the afternoon session after Bank of America Securities raised its price target on the stock. 

Shares of regional banking company Western Alliance Bancorporation (NYSE:WAL) fell 3.6% in the morning session after the company reported second-quarter 2025 earnings that, while strong, may have underwhelmed investors with high expectations. 

Shares of health insurance company Humana (NYSE:HUM) fell 3.2% in the morning session after the company lost a lawsuit seeking to reverse cuts to its Medicare bonus payments. 

Shares of cannabis company Tilray Brands (NASDAQ:TLRY) jumped 3.3% in the afternoon session after President Trump signed a bill that could ease federal research restrictions on cannabis and psychedelics. 

Shares of theater company AMC Entertainment (NYSE:AMC) jumped 3.2% in the morning session after analyst upgrades and a strong summer box office performance fueled investor optimism. 

Shares of data visualization and business intelligence company Domo (NASDAQ:DOMO) jumped 5.8% in the afternoon session after investment firm Stephens & Co. initiated coverage on the stock with an "Overweight" rating and a $19 price target. 

Shares of regional banking company Regions Financial (NYSE:RF) jumped 4.5% in the morning session after the company reported second-quarter 2025 earnings that surpassed Wall Street's expectations. The regional bank announced adjusted earnings of $0.60 per share on revenue of $1.91 billion. These results topped analyst forecasts, which called for earnings of $0.56 per share on $1.85 billion in revenue. Investors were encouraged by the bank's 10% year-over-year revenue growth and a beat on net interest income, a key measure of profitability for banks that compares the revenue generated from loans to the interest paid out on deposits. The company reported net interest income of $1.26 billion, which was ahead of the $1.23 billion consensus estimate. Management pointed to solid deposit growth and disciplined loan production as key drivers for the strong quarter.

Shares of regional banking company Independent Bank (NASDAQ:INDB) jumped 5.7% in the morning session after the company reported second-quarter financial results that beat Wall Street estimates for both adjusted earnings per share and revenue. 

Shares of regional banking company Simmons First National (NASDAQ:SFNC) jumped 3.1% in the morning session after the company reported strong second-quarter 2025 financial results that showed significant growth in earnings and a key profitability metric. 

Shares of fertility benefits company Progyny (NASDAQ:PGNY) fell 3.9% in the afternoon session after a regulatory filing revealed a significant institutional investor had sharply reduced its stake in the company. 

Wall Street analysts are becoming increasingly bullish on Microsoft stock ahead of the software giant's June-quarter earnings report.

Bank of America expects strong results from Alphabet and Microsoft, driven by ad growth, AI tools and cloud demand.

You'll want to own all four, since they move at least somewhat independently of one another, making them all easier to stick with over time.