To The Moon

Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.Shares of Microsoft were down 0.2%, or 85 cents, to $439 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies such as Charles Schwab and Vanguard.Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own Meta Platforms, and 10% own Amazon.com."This just shows how dependent everyone is on Microsoft," said Jonathan Boyar, co-manager of the Boy

Tesla is slated to report second-quarter deliveries in just over a week. Wall Street estimates look too high, creating a risk for its stock.Wall Street currently projects about 450,000 cars delivered

Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander."In my view, Tesla is the biggest stock market bubble in world history," The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. "The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff," he added, estimating Tesla's earnings could fal