Why Meta drop on Sandberg’s exit is a good chance to snap up shares

Why Meta drop on Sandberg’s exit is a good chance to snap up shares



While we will miss the leadership of Sandberg — the company’s COO and No. 2 to CEO and co-founder Mark Zuckerberg — it doesn’t change our investment thesis.



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Microsoft developer tools executive Julia Liuson is retiring after 34 years
Technology

Microsoft developer tools executive Julia Liuson is retiring after 34 years

The Microsoft store is pictured in Manhattan on March 31, 2026, in New York City. Zamek | View Press | Corbis News | Getty Images A longtime Microsoft executive leading the software company’s development tools group, Julia Liuson, told employees that she will retire in June and become an advisor. Liuson joined Microsoft in 1992, […]

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Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Technology

Anthropic gives our cyber stocks and other big tech names an AI stamp of approval

Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic, and the efforts behind it, have sent beaten-down cybersecurity stocks soaring, along with a host of other megacap names. Glasswing — named after a butterfly with see-through wings as a metaphor for finding bugs in plain sight […]

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Iran ceasefire, Delta earnings, the Navy’s retail woes and more in Morning Squawk
Technology

Iran ceasefire, Delta earnings, the Navy’s retail woes and more in Morning Squawk

1. ‘Fragile truce’ A television station broadcasts a news conference with US President Donald Trump on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, April 6, 2026. Michael Nagle | Bloomberg | Getty Images Stock futures rocketed higher overnight after President Donald Trump announced a two-week ceasefire with […]

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