Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market That Few Trust, Johnson said: “The technology sector is now 41% of the investable assets here in the US. Semiconductors are 50% of ... Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble

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Big Growth. 'Undemanding' Prices. Are Big Tech Stocks Value Plays These Days?

Yahoo2026.05.13

Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.

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Amdocs Entitlement Server Sets New Industry Performance Benchmark on Microsoft Azure

Yahoo2026.05.13

Supporting 12,000 transactions per second across three active cloud regions, the Amdocs Entitlement Server sets a new benchmark on Microsoft Azure for performance, reliability, and availability needed by large telecom operators to confidently launch ...