We're changing our rating on Microsoft — and making sense of Boeing's latest delay

CNBC•3/10

🤖 AI Summary

📌 Background:

Changing our rating on Microsoft.

Making sense of Boeing's latest delay.

💬 Comment:

The Investing Club releases the Homestretch, an actionable afternoon update, every weekday just in time for the last hour of trading.

Compound Interest · Dividend Tax · DCA · Capital Gains Tax · Loan & more

In-depth analysis from our editorial team

Nomura: Investor Capitulation on Shorts Bolsters Market, Revealing Resilience

3/17/2026

[Global IB Report] JPM Declares 'Tactical Bearishness': Navigating the $120 Oil Shock and Stagflation

3/11/2026

[Global IB Report] Middle East $120 Oil Shock and the Fed's Dilemma: How It Differs from 2022

3/10/2026

[Goldman Sachs Report] The True Driver of the S&P 500 is AI, Not Oil: Earnings Trajectories and the Two Faces of Investment

3/9/2026

[TS Lombard Report] Middle East Stagflation and AI Job Fears: Uncovering Market Misunderstandings

3/9/2026