Picks for 2026-07-10

1. MSFTMicrosoft Corporation

   Microsoft is facing a class-action lawsuit filed today, July 10, 2026, alleging securities fraud due to misrepresentations about its Copilot AI products and a slowdown in Azure growth, which reportedly caused a significant stock drop in January. This legal challenge comes as the company also announced layoffs of 4,800 employees on July 6, 2026, and a 25% increase in annual emissions driven by AI expansion.

   5-day return +2.26% · +3.81% vs SPY · beat SPY

2. GOOGLAlphabet Inc.

   Alphabet (GOOGL) is seeing increased analyst optimism today, with Keybanc maintaining an "Overweight" rating and raising its price target to $445 from $425, citing sustained strength in Google Cloud and Search. This positive analyst action comes despite a recent Financial Times report that Google and OpenAI provided AI model access to Singapore-based units of Chinese tech giants, which briefly caused a dip in pre-market trading. The company is also expanding its data center in Austria with a €1 billion investment to support growing cloud and AI infrastructure.

   5-day return -2.91% · -1.37% vs SPY · lagged SPY

3. STWDStarwood Property Trust, Inc.

   Starwood Property Trust (STWD) is seeing mixed signals today, with the company recently announcing the pricing of a $500 million private offering of 5.875% unsecured senior notes due 2029, with settlement expected today, July 10, 2026. The company intends to use these proceeds to finance or refinance eligible green and social projects, or for general corporate purposes, including debt repayment. This comes as the company maintains its $0.48 quarterly dividend, payable on July 15, 2026, despite Q1 distributable earnings of $0.39 per share falling short of covering the payout.

   5-day return +2.16% · +3.71% vs SPY · beat SPY

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