Microsoft

On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling its current roughly 12-gigawatt footprint, according to Bloomberg News reporting that cited people familiar with the plans. Only about 2 gigawatts of Microsoft’s current capacity is dedicated […]

AI went from buzzword to utility the moment Microsoft folded full Word, Excel, and PowerPoint into Copilot and pushed agent style features like Home, Chat, Cowork, and Autopilot into the mainstream. That kind of shift can reshape where cloud and AI compute dollars flow next. This piece unpacks how that news filters through to three stocks tied into the story and explains why their exposure might matter for your portfolio decisions. The stocks covered below are simply a sample set, and the...

The cloud giant’s largest venture bet could expose its biggest strategic vulnerability.

Key Stats for MSTF StockPast week performance: +2. 9%52-week range: $349 to $554Valuation model target price: $923Implied upside: 78.

During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.

In September 2026, Toho Co., Ltd. resolved at a Board meeting to pay an interim dividend from surplus of ¥11 per share for the period ended August 31, 2026, up from ¥8.5 per share, with a total payout of ¥9,151 million and an effective date of November 20, 2026. This higher interim dividend signals management’s willingness to return more surplus cash to shareholders, which can be an important indicator of capital allocation priorities and confidence in the business. We’ll now examine how...

The software giant is rolling out more enterprise AI offerings.

After a 46% rise from its June low, is the software giant still a buy?

Microsoft's 14,875-contract bull call spread ($525/$600, Oct. 30) gained 3% in one day. For non-tech alternatives, Robinhood's $123/$128 call spread, Moderna's $195/$205 combo (already profitable), and ExxonMobil's $167.50/$172.50 spread offer varying risk/reward, though XOM's breakeven exceeds its analyst target price.

Microsoft Corporation (NASDAQ:MSFT) has lagged the broader market amid growing concerns about ballooning capital expenditure. The stock is up roughly 5% year to date, compared with a gain of about 21% for the tech-heavy Nasdaq 100, which has bounced to record levels. Investors have also been weighing Microsoft’s capital allocation strategy, particularly after its latest […]

Microsoft (NasdaqGS:MSFT) plans to invest over US$10b in cloud and AI infrastructure across Gulf countries by 2030. The program targets new subsea and terrestrial connectivity plus data center capacity aimed at regional digital resilience. Management is partnering with Middle Eastern AI organizations to build local capabilities on top of Microsoft's cloud platforms. This large Gulf cloud and AI build out is only one piece of what is changing around Microsoft today. Take a look at 1 warning...

Azure just crossed a milestone that reshapes how analysts think about Microsoft's ceiling, and the five-year math behind a modest stake today tells a story Wall Street's consensus target barely hints at.

The company may already have bottomed out from its most recent sell-off.

Microsoft Stock Gets Surprise Upgrade as Stifel Sees Growth Back on Track

Microsoft gave up on building your personal AI assistant. Meta doubled down on it. Only one stock rose, but both moved the major indexes.

Microsoft Corp (NASDAQ:MSFT) shares rose over 3% in morning trading Friday after the software company unveiled an expanded version of its Copilot artificial intelligence (AI) assistant. Microsoft introduced three new Copilot features, Home, Code and Autopilot, which are designed to give users...

Shares of Microsoft rose Friday and were on pace for their highest closing price in nearly 11 months after the company introduced new capabilities for its artificial-intelligence assistant tool. Microsoft stock advanced 4.2% to $518.84 on Friday and was on pace for its highest closing price since Oct. 30, according to Dow Jones Market Data. Microsoft in a blog post Friday introduced new capabilities for Copilot, its AI assistant, that will connect different tools to build, customize, and sca

Microsoft rose Friday after the announcing a revamped version of its Copilot artificial intelligence tool.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the biggest market and business stories driving the day's conversation. From the latest updates from President Trump's summit with Xi Jinping to Costco's (COST) latest earnings, The 8:30 panel delivers the essential headlines and market context you need to start your day informed. Deirdre Bosa also comes on to discuss her recent interview with Microsoft (MSFT) CEO Satya Nadella.

Oppenheimer just raised its Microsoft target and investors are cheering, but the company's dramatic Copilot overhaul trades predictable subscription revenue for a usage meter that rises and falls with customer behavior. Whether that bet pays off depends on a question Microsoft has not yet answered.

One analyst left Microsoft’s home turf with a bigger number and a phrase that reaches into your office and your 401(k).

Microsoft has been the quiet name in the AI trade all year, but that just changed.

Deirdre Bosa sat down with Microsoft (MSFT) CEO Satya Nadella to discuss its cloud-based Autopilot update, consumer trust in AI agents, and how US and China might find common ground on AI development and safety as Chinese President Xi Jinping visits Washington to meet with President Trump.

Nscale, a developer of artificial intelligence data centers that counts Nvidia Corp. and Microsoft Corp. among its partners, raised $3.36 billion in a pre-IPO financing round as the company raises to go public.

Chevron posted record production while IBM leaned on software to survive a mainframe slump, but the real battle between these two dividend stalwarts plays out in how much cash each company burns before shareholders collect a single cent.

Deirdre Bosa talks with Microsoft (MSFT) CEO Satya Nadella about how the US and China might find common ground on AI development and safety as Chinese President Xi Jinping visits Washington to meet with President Trump.

Not every S&P 500 dividend stock is built the same, and the gap between names that merely pay and names that can keep paying through any cycle comes down to one number hiding in plain sight on the cash flow statement.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Plug Power Inc. recently shipped a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand to supply locally produced hydrogen for a dual-fuel heavy truck fleet, while Chief Operating Officer Dean C. Fullerton has resigned and is assisting with a transition of his responsibilities. This mix of international project expansion in an emerging hydrogen ecosystem and senior leadership change highlights both operational progress and organizational flux at Plug Power. We’ll now assess how Plug...

Microsoft’s story may finally be gaining traction. Here’s why Stifel sees a path back to growth for MSFT.

Bond yields near two decade highs are forcing weaker borrowers to pay up for capital, while companies with strong cash generation and low debt have more room to breathe. That creates a clear opening for investors who want resilient businesses rather than stories built on cheap money. This article walks through three stocks with sturdy finances and high return on equity that fit that brief. The three companies covered next are only a small sample of what fits this quality filter. The full...

Rising UK borrowing costs, highlighted by the recent jump in 10 year gilt yields ahead of the next budget, are forcing investors to think harder about where future growth could come from. That is one reason artificial intelligence in healthcare is getting more attention. This piece looks at three UK focused AI healthcare stocks from our screener that aim to tap into this shift and explains what each one offers. The three stocks covered below are just a sample, and the full screen surfaced 5...

Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

Some consumer, technology and industrial components form a solid core of possibilities for investors.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts say it belongs raises a question worth sitting with before the next move.

CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.

Lovable co-founder Fabian Hedin said that apps created on the platform are getting nearly a billion monthly views each month.

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

Here's a check of the markets in the first few minutes of trading.

Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday.

Apple and Nvidia have truly become the straws that stir the stock market's drink.

Microsoft has lagged its AI peers all year. Goldman Sachs told investors that’s exactly the point.

(Updates with Muse partnerships and the recent stock movement in the second and fifth paragraphs, re

Texas Instruments recently approved a 7% increase in its quarterly cash dividend to US$1.52 per share, or US$6.08 annualized, payable on November 10, 2026 to shareholders of record on October 30, 2026, marking 23 consecutive years of dividend raises. This latest dividend hike underscores management’s emphasis on returning all free cash flow to shareholders over time, reinforcing Texas Instruments’ identity as a cash-generative analog and embedded semiconductor producer with a long-running...

Companies such as Microsoft and PepsiCo are aggregating demand to access sustainable transportation more affordably, recently placing an order for 2,500 trucks.

The order is the largest for electric trucks in the U.S. to date, organizers say. Deployments will concentrate in 10 freight hubs from Los Angeles to Newark. The post Tesla wins lead role in 2,500-truck electric Class 8 order appeared first on FreightWaves.

Tech stocks fell late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (X

The quantum computing sector has seen no shortage of hype this year, and now one of the industry’s largest gatherings is set to give stocks another push. For the first time, the event is being held at the University of Maryland’s on-campus hotel.

Tech stocks fell Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)

BlackBerry (BB) sales over the past twelve months were roughly flat compared to a year earlier, yet its share price refused to sit still. So, does the valuation justify initiating a position, or should existing holders consider trimming gains? Part of the answer is clear: the stock price has outpaced sales growth. From here, future performance will largely hinge on execution across its software divisions business.

Pilgrim’s Pride Corporation and its UK subsidiary Pilgrim’s Europe Finance PLC previously priced an offering of €500 million in 4.750% senior notes due 2034 to fund general corporate purposes, including the Walkers Deli & Sausage Company acquisition, with the sale restricted to qualified institutional and certain non‑US investors. This euro‑denominated debt issue highlights Pilgrim’s Pride’s willingness to use its balance sheet to support expansion in higher‑value prepared foods and European...

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

Microsoft stock momentum is expected to continue as OpenAI revenue contribution to Microsoft accelerates.

UBS says CoreWeave’s contracts with major customers could help it finance a costly AI data-center expansion.

Microsoft stock rose Wednesday after getting the latest in a series of upgrades and price-target hikes on Wall Street.

TAMPA, Fla., September 23, 2026--Agoro Carbon today announced the first issuance of carbon credits to its U.S. cropland and pastureland projects, marking a major milestone in the company’s work to turn regenerative agricultural practices into independently verified soil carbon removals.

Several growth engines are beginning to line up again

Citizens Drops Bold $550 Target on Microsoft Stock Amid AI Push

Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash flow and buyback math convinced him the crowd had it exactly backwards.

Microsoft Corp. was upgraded to buy from hold at Stifel, in what represents a vote of confidence from one of the few Wall Street’s firms that were cautious on the stock after its lagging run this year. The shares gained nearly 1% in pre-market trading.

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Key Stats for Microsoft StockPrice change for Microsoft stock in last 6 months: 30%$MSFT Stock Price as of Sep. 22: $49852-Week High: $554$MSFT Stock Price Target: $576What Happened?Oppenheimer raised its price target on Microsoft (MSFT) stock to $570 from $515 on Tuesday, keeping its Outperform rating in place.

Photonic's expertise in distributed quantum computing and advanced error correction helps inform new approaches to understanding quantum resource requirements at scaleVANCOUVER, British Columbia, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Photonic Inc. and Microsoft are collaborating to advance quantum resource estimation for future large-scale quantum computing systems. As quantum computing scales beyond a single processor, developers and enterprises need better ways to understand the value and benefit

Tight supply and AI demand are driving hyperscale, advanced-cooling and green data center builds, while Johor offers overflow capacity linked to Singapore’s APAC connectivity hubDublin, Sept. 23, 2026 (GLOBE NEWSWIRE) -- "Singapore Data Center Construction Market Size and Share - Growth Analysis Report and Forecast Trends (2026-2035)" has been added to ResearchAndMarkets.com's offering. The Singapore data center construction market was valued at USD 4.56 billion in 2025 and is projected to reach

Stifel’s bullish view is based on Microsoft’s AI growth and cost discipline.

When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...

Wall Street is gearing up for this week’s summit between Donald Trump and Chinese President Xi Jinping.

Microsoft Stock Gets a Bold $570 Price Target as AI Growth Stays on Track

UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market, that looks like a gift. The question is whether investors see an AI threat the numbers do not show yet.

FOLSOM, Calif., September 22, 2026--NEC Corporation today announced that the Ohio Attorney General's Office (AGO), through the Ohio Bureau of Criminal Investigation (BCI), is upgrading its biometric identification system to NEC's next-generation Integra-ID® 7 Software-as-a-Service (SaaS) platform, hosted within the Microsoft Azure Government Cloud environment.

Microsoft's recent Azure strength may not tell the full story

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial intelligence. On September 15, the company’s board approved a quarterly dividend of $0.98 per share, representing an 8% increase from the previous quarter. The dividend, which is payable on December 10, […]

Microsoft's (MSFT) Azure and the M365 commercial business can sustain acceleration in fiscal 2027 de

Investor expectations have become concentrated at unprecedented scale

Microsoft stock earned several positive analyst reports as the cloud computing and software giant grows its AI business.

The investor who called the subprime collapse now says the entire AI buildout depends on two companies, and one of them keeps him up at night. His math traces a chain from NVIDIA to Microsoft to a single customer whose next move could revalue trillions.

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

SAN FRANCISCO, September 22, 2026--Kana, the agentic marketing platform founded by the team behind Krux (acquired by Salesforce) and Rapt (acquired by Microsoft), today announced that the global media brand TIME has deployed two of Kana's agentic marketing applications across its advertising and sales organizations.

A fourth Indian cloud region adds sovereign-ready capacity without disclosing site-level megawatts or revenue.

RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not contradictory, but reconciling them changes everything about how you hold this market.

The Hennessy Funds portfolio manager argues that market-cap weighting can hide cheaper mid-cap stocks, but investors still need a process for weighing valuation, business improvement, and price confirmation.

The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.

One customer provided $24.1 billion of the software giant's revenue last fiscal year -- and that customer reportedly burns billions of dollars per quarter.

Microsoft Corporation (NASDAQ:MSFT) has raised its quarterly dividend to $0.98 per share from $0.91, an increase of 7 cents, or about 8%. The new dividend is payable on December 10 to shareholders of record as of November 19. This marks another annual increase for Microsoft and extends its dividend-growth streak to 23 consecutive years. At […]

Microsoft raised its quarterly dividend by 8% to $0.98 per share on Sept. 15, marking its 24th straight year of increases.

Key Stats for Dell StockCurrent Price: $568. 06Target Price (Mid): ~$668Street Target: ~$577Potential Total Return: ~18% over ~4.

Markets are racing to fresh highs while many stocks quietly struggle, which creates a strange mix of euphoria and fragility that investors cannot ignore. Narrow leadership in big tech and communication names can quickly reward or punish anyone chasing the rally late. This article walks through three large U.S. growth stocks that are closely tied to the latest news shock and explains how that exposure could help or hurt your portfolio from here. The three stocks that follow are only a sample...

Disney names Karandeep Anand as its first-ever CTO. Here’s what the development means for DIS shares.

Microsoft closed at US$493.78 after a strong multi year run, and with the stock dipping over the past week, the real question for investors is whether that price still lines up with the cash flows the business can generate. Over the past 5 years Microsoft has delivered a 74.9% gain, which puts a lot of long term expectation into the current valuation story. Heavy investment in artificial intelligence partnerships and infrastructure, including deep ties to OpenAI and large data center...

In the most recent trading session, Microsoft (MSFT) closed at $501.61, indicating a +1.59% shift from the previous trading day.

Both are high-growth bets on unproven cutting-edge technologies.

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Tesla and Microsoft retain bullish momentum while Adobe approaches a potential golden cross as all three navigate higher rates.

The two companies account for $87.7 billion of the AI infrastructure firm's total contract value as it prepares to list in New York

Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.

Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about whether this setup is a trap or a buying opportunity.

Investing.com -- Nscale disclosed that Microsoft Corp. and Anthropic PBC account for 85% of its $103 billion in total contract value, according to details revealed in the British data center developer's initial public offering filing on Friday.

Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells a very different story about where this stock is headed.

Microsoft is drawing fresh attention after Redburn raised its price target to $440 while keeping a Neutral rating.

The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI stacks can actually be trusted.

Microsoft recently boosted its dividend, yet again.

Buying a slice of America's largest technology giants can help young investors build a secure financial future.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

SK Hynix boasts a 44% net margin and trades at 5.8x forward P/E, while AMD commands a 63x multiple despite stronger growth.

Four quarters at the memory maker's guided pace would surpass what the software giant earned in its record fiscal 2026. Whether the pace holds hinges on memory prices.

Mitsui High-tec, Inc. has already reported half-year 2026 results showing sales of ¥130,672 million and net income of ¥9,943 million, alongside a second-quarter dividend of ¥6.00 per share payable from October 8, 2026. At the same time, the company raised its full-year forecasts for sales, profit and earnings per share, citing robust demand, cost controls and favorable foreign exchange movements. Next, we’ll examine how this upgraded full-year guidance, built on stronger-than-expected...

Key Stats for Microsoft StockPrice change for Microsoft stock in last 6 months: 27%$MSFT Stock Price as of Sep. 17: $49852-Week High: $554$MSFT Stock Price Target: $573What Happened?Microsoft (MSFT) stock is in focus after the company raised its quarterly dividend to $0.

WisdomTree's DGRW distributes cash to shareholders every single month, yet its largest holdings read like a growth fund roster rather than an income portfolio. Whether that contradiction works for or against dividend investors depends entirely on what you actually need from a dividend ETF.

Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market.  The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.

I believe investors are underrating the potential of this compounding machine.

The agent economy is not being enabled by software; it is being bottlenecked by hardware. While the popular imagination fixates on autonomous code orchestrating value, the actual mechanism of the current market is far more terrestrial. If you cannot power it, you cannot run it. This is the governing rule of the AI era, and […]

Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

UiPath (PATH) trades at about $14, some 29% below its high of the past year, and it has lost 11.7% over the past month. Its results are not what did that. The fall is recent: the stock is still up 34.5% over the past three months, and over the past twelve months it returned 18.9% against 17.0% for the S&P 500. What matters is how far a stock like this falls in a real shock.

AI data center provider Nscale has submitted paperwork for a New York initial public offering to fund computing infrastructure.

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Nscale, a developer of artificial intelligence data centers that counts Nvidia Corp. and Microsoft Corp. among its partners, filed for an initial public offering in New York to tap into AI’s insatiable demand for computing power.

Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?

In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.

Coinbase Global (NASDAQ: $COIN) has filed for regulatory approval to list perpetual futures tied to individual larg...

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

Joby Aviation is flying high over a multitrillion-dollar opportunity.

HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.

These five tech stocks are built to weather higher rates with strong balance sheets, robust cash flow, and financial flexibility.

CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

A Goldman Sachs options gauge just flashed a signal so rare it has appeared only four other times in two decades, and the timing of each previous instance tells a striking story about where tech stocks headed next.

Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.

These AI stocks can be excellent core holdings for a well-diversified portfolio.

Microsoft (NasdaqGS:MSFT) and Swedish nuclear company Blykalla announced a partnership to apply AI to nuclear reactor licensing processes. The collaboration will use Microsoft's GenAI for Energy Permitting Solution Accelerator within Blykalla's regulatory workflows in Sweden and the U.S. The project targets faster permitting and licensing for advanced nuclear reactors, a frequent bottleneck for clean energy deployment timelines. Microsoft's work with Blykalla on AI driven nuclear permitting...

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.

A year of stagnation is setting up an important test

The increase rewards shareholders while Microsoft continues funding a rapidly expanding cloud and AI platform

Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.

Microsoft (MSFT) has just raised its quarterly dividend to $0.98 per share, an 8% increase, putting fresh attention on how the AI spending cycle lines up with ongoing cash returns. The Microsoft share price has climbed 31.03% over the past 90 days and delivered a 3.49% 30 day share price return, yet the 1 year total shareholder return is slightly down 1.73%. This indicates that recent momentum is rebuilding after a softer year. Scan how Microsoft’s renewed momentum and dividend increase...

Microsoft Boosts Dividend Again: Quarterly Payout Climbs to $0.98

The data-center buildout just got more expensive. The Fed’s quarter-point rate increase will likely add to the already substantial borrowing costs for the tech firms that are taking on massive amounts of debt to construct the infrastructure needed to power the artificial intelligence revolution. It’s no secret that building data centers is expensive.

Selling a parent's long-held stock to cover nursing home bills can trigger a massive capital gains tax bill, or almost no tax at all, and the difference comes down to one detail most families get wrong before they ever call their accountant.

Rapid revenue growth is pushing expectations even higher

Chevron just posted its strongest downstream quarter in years while quietly signing a power deal with Microsoft that management calls a repeatable model independent of oil prices. The question is whether Wall Street has already priced in the transformation or whether the bigger move is still ahead.

Federal agencies can sign contracts for Microsoft's new AI government tier starting October 1, but key features may not arrive until later. Whether that gap kills the deal before it starts reveals something uncomfortable about how Microsoft is betting on AI revenue.

A long-running AI concern is becoming harder to ignore

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

Microsoft has had an impressive run over the past six months as its shares have beaten the S&P 500 by 10.9%. The stock now trades at $498.48, marking a 24.6% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Most stocks within the Dow Jones Industrial Average were trading higher. The blue-chip index was still trading lower. The Dow was down 0.2%, or 119 points, early in Wednesday's trading session. American Express was the index's largest drag, subtracting 43 points.

Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.

Microsoft raised its quarterly dividend by a solid 8%, showing Wall Street it can both spend hundreds of billions on artificial intelligence and also reward investors with payouts from earnings growth. The dividend yield is 0.78%. While the size of the increase is less than Microsoft’s average dividend increase of 10% over the past five years, the move still illustrates that Microsoft can grow its dividend while also managing massive AI spending.

The latest dividend increase shows Microsoft's AI spending has not stopped cash from flowing back to investors.

HubSpot is boosting cash flow as revenues, margins and AI adoption grow, but competition and valuation raise questions about momentum.

Dun & Bradstreet today announced new Model Context Protocol (MCP) integrations with Microsoft Copilot Studio and Microsoft Dynamics 365 Sales agents, enabling organizations to build and deploy AI agents grounded in business identity, relationships, and risk data. Clients can now use the D&B Commercial Graph™ to customize their own agentic workflows across finance & credit, compliance, sales & marketing, and enterprise master data management use cases in Microsoft Copilot Studio. The integration

Software stocks have outperformed over the past three months as the sector.

Azure just crossed $100 billion in revenue, as agents consume more tokens and compute.

Azure's revenue milestone may have helped spark a recovery.

Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.

Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.98 per share, reflecting a 7 cent or 8% increase over the previous quarter's dividend. The dividend is payable Dec. 10, 2026, to shareholders of record on Nov. 19, 2026. The ex-dividend date will be Nov. 19, 2026.

Hammerhead AI recently announced a collaboration naming TD SYNNEX as distributor for its ORCA software, enabling data center operators to convert stranded power into AI-ready capacity via TD SYNNEX’s global reseller network. This agreement gives TD SYNNEX a standardized AI power-orchestration SKU that directly addresses power constraints in AI data centers, aligning closely with its Destination AI program. We’ll now examine how TD SYNNEX’s new ORCA distribution role, focused on unlocking...

Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.

The buyback is now the smaller half of the capital return -- and all that buying moved the share count just 0.1% last fiscal year.

Sunrise Technologies, a global Microsoft AI Business Solutions partner, has been selected for this AI Business Solution's 2026-2027 Microsoft Inner Circle membership. Participation within Inner Circle is based on sales achievements that rank Sunrise Technologies in the top echelon of Microsoft's AI Business Solutions global network of partners. It's widely acknowledged that Inner Circle members perform at a high-level by delivering valuable and innovative solutions that help organizations excel.

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

IRVINE, Calif., September 15, 2026--Dynamics Square USA completes a Business Central cloud migration for a South Carolina recycling company, replacing unsupported Dynamics NAV 2018.

Will AI wipe out humanity or bring about a utopia? Predictions are flying about it and stocks are caught in the middle.

On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 […]

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.

's AI Teammates are now available to Microsoft Azure customers, helping enterprises automate sales, service, and operations workflows across the physical goods economy.NEW YORK CITY, NY / ACCESS Newswire / September 15, 2026 / , the company building AI Teammates for the physical goods economy, today announced it has been selected for the Microsoft for Startups Pegasus Program and that InstaWorkers™ are now available on the Microsoft Marketplace.

RALEIGH, N.C. & DURHAM, N.C., September 15, 2026--DG Matrix, the global leader in solid-state transformer solutions, today announced the appointment of Daniel Doimo, an executive who has built, merged and scaled some of the most important businesses in datacenter power, to its Executive Advisory Board.

STOCKHOLM, September 15, 2026--Blykalla, a global leader in advanced nuclear technology, today announced a collaboration with Microsoft to apply artificial intelligence (AI) to one of the nuclear industry's most persistent bottlenecks: permitting and licensing. Blykalla has begun deploying Microsoft GenAI for Energy Permitting Solution Accelerator and agentic AI tools within its regulatory workflows, with the goal of accelerating licensing time required to bring its Swedish Advanced Lead Reactor

VICI Properties Inc. previously announced that its Board of Directors approved a regular quarterly cash dividend of US$0.46 per share for the July 1 to September 30, 2026 period, equal to US$1.84 per share on an annualized basis and payable on October 8, 2026 to shareholders of record on September 17, 2026. The 2.2% dividend increase offers a fresh data point on VICI Properties’ capital return priorities and cash flow capacity at a time when income-focused investors are closely assessing...

The tech company will now report Azure's revenue in its quarterly results, not just its overall growth rate.

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

Microsoft released a draft 37-page “Humanist AI Code of Conduct” to keep superintelligence strictly under human control.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

All three major US stock indexes were down in late-morning trading Monday, as major artificial intel

IDrive, a leading provider of cloud backup and storage solutions, today announced the addition of Microsoft Entra ID Backup to its IDrive Microsoft Office 365 Backup solution. The new capability helps organizations protect critical identity and access management data against accidental deletion, misconfiguration, unauthorized changes, and other incidents that can disrupt access to business-critical resources.

Microsoft Intune gives organizations comprehensive control over their end-user computing environment, but realizing its full value requires teams to continuously operate and maintain it. As AI accelerates vulnerability discovery and increases the volume and urgency of application updates, that operational burden is growing.

Trump told CNBC that slowing AI down is off the table, but a former senator wants an executive order freezing AI company IPOs before another chip gets trained. The calls to pump the brakes and the pressure to floor it landed on the same Monday morning.

Azure just crossed $100 billion in revenue and Microsoft 365 Copilot is selling like wildfire, yet the stock has gone nowhere for a year. Something in that gap points to a very specific opportunity with a deadline of 2030.

Tech stock news for the week of Sept. 14.

ORLANDO, Fla., September 14, 2026--Following the successful acquisition of the Phoenix core system, MalauzAI digital banking, AnalyzerIQ analytics and ECM content management solutions, CORA Group officially launches PhoenixWorx into the U.S. banking market.

Apple just posted its strongest June quarter ever and Microsoft cracked a historic Azure milestone, but only one of these Magnificent Seven giants sets up as the cleaner buy right now given what each company quietly buried in its earnings report.

Microsoft Intune gives organizations comprehensive control over their end-user computing environment, but realizing its full value requires teams to continuously operate and maintain it. As AI accelerates vulnerability discovery and increases the volume and urgency of application updates, that operational burden is growing.

The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

The order in which a grandmother gifted cash versus appreciated stock to her grandkids meant a six-figure difference in what the IRS collected, and most estate plans get this sequence completely backwards.

Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]

These stocks are demonstrating incredible performance and have a long growth runway.

Oil major Chevron Corporation (NYSE:CVX) is one of Cramer’s favorite stocks in the sector. Among the reasons that he likes the firm are its dividend, production projects, and its CEO, Mike Wirth. Naturally, in his morning appearance on the 3rd, the CNBC TV host discussed Chevron Corporation (NYSE:CVX) in the context of these reasons as […]

Microsoft Corporation (NASDAQ:MSFT) ‘s shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm’s second quarter earnings on July 29th. The fact that the firm has spent billions of dollars in investments in AI means that Microsoft Corporation (NASDAQ:MSFT)’s narrative is driven by the performance […]

The tech giant has rebounded from its recent slump, but there may not be much near-term upside left.

Nvidia stands out as the best stock to buy of the three.

The plan takes capacity to about 38 gigawatts by 2032

Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.

During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership with Chevron Corporation (NYSE:CVX). He said: How about Microsoft? Look, Mr. Softee is getting religion. They’ve realized that by giving us more disclosure on Azure, their cloud infrastructure business, we’ll […]

Valuations, earnings expectations, market concentration, equity issuance, and foreign buying are all flashing warning signs for the AI-fueled stock rally.

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.

UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.

Microsoft Corp. plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg's Anurag Rana joins to discuss.

(Updates with Microsoft's response in the last paragraph.) Microsoft (MSFT) intends to more than

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

VANCOUVER, Wash., September 11, 2026--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, today announced that its MCP Server is now listed on the Cursor Marketplace, giving developers and revenue teams a native way to bring ZoomInfo's verified GTM data into Cursor's AI coding agent.

D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is "by far the most attractive AI cloud."

Microsoft has quietly shed ground over the past week even as its cloud backlog swells to a staggering size, and the tension between exploding capex and accelerating revenue growth makes September a pivotal moment for investors deciding whether to act or wait.

Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Microsoft plans to expand its data center network capacity to over 38 gigawatts by 2032 to resolve server shortages.

Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

C3.ai burns cash and carries a $1.8 billion accumulated deficit, while Atlassian generates $1.3 billion in free cash flow despite higher valuation multiples.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Goldman sees lasting AI growth but a rougher road ahead

SAN FRANCISCO, September 10, 2026--TrueFoundry, an enterprise AI infrastructure platform, today announced the availability of TrueFoundry AI Gateway in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. TrueFoundry customers can now discover and deploy TrueFoundry AI Gateway through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Micros

AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Chevron, Microsoft and a wave of Texas data centers are turning the Permian's stranded gas and unbuilt wind and solar lines into new demand.

Enterprises can now use pre-allocated Microsoft Azure spend to purchase Talkdesk Customer Experience Automation directly through the Azure MarketplacePALO ALTO, Calif., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Talkdesk®, Inc. announced an expanded strategic partnership with Microsoft that enables organizations to purchase Talkdesk Customer Experience Automation (CXA) using existing Microsoft Azure commitments, drastically simplifying procurement and accelerating time-to-value. Many organizations have

Meta’s consumer AI agent moment is here. Will it be a hit with customers and the stock? Wall Street isn’t sure.

Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes everything about how to read it.

ARLINGTON, Va., September 10, 2026--Stacklet today introduced the Cloud AI FinOps Benchmark, a set of tested controls that define what good cloud AI cost governance looks like across Amazon Web Services, Google Cloud, and Microsoft Azure. Teams can assess their environment against the benchmark to see exactly where usage can be optimized, then act on it through Stacklet's control plane, using automated policies and agentic AI to fix and prevent waste. Built on newly expanded coverage of cloud AI

Candy Crush® is bringing together globally celebrated songwriter, artist and performer Shania Twain and Grammy Award-winning DJ and producer Zedd to give nearly 30 years of nostalgia a whole new sound. Today, the casual mobile game kicks off its annual Music Season in-game event with a candy-coated, dancefloor-ready reimagining of the song, "You're Still the One."

Six-week agent training program recognized for sales performance and innovation after attracting more than 21,000 registrations. BELLINGHAM, Wash., Sept. 10, 2026 (GLOBE NEWSWIRE) -- eXp Realty®, the most agent-centric™ real estate brokerage on the planet and the core subsidiary of AGNT, Inc. (Nasdaq: AGNT), today announced that eXp University’s FastCAP program earned two Gold awards in the 2026 Brandon Hall Group Excellence Awards, an international competition featuring organizations including

Apple shares just slipped again, and one investor sees that dip not as a warning sign but as the latest entry point into a compounding machine built on hardware loyalty and software margins that very few companies on earth can replicate.

Azure just crossed $100 billion in annual revenue and the stock is trading well off its highs, which raises an uncomfortable question about whether the selloff reflects a real problem or a market overreaction worth exploiting.

Major “hyperscalers” are making their way across the pond to build foundations in Europe’s newest data center host.

UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.

Two Vanguard funds share the same large-cap universe, the same rock-bottom fee, and the same issuer, yet one is lapping the other by a stunning margin this year, and the reason comes down to seven stocks you probably already own too many times over.

On Sept. 9, 2026, the consumer electronics giant debuted its first foldable phone at $1,999 alongside new Pro models featuring a 2nm chip and Siri improvements.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

The company sent owners a fortune in cash, yet the stock went backward. Here is the accounting on what that trade-off actually bought, and what it means now.

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.

The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.

UpDoc, an enterprise-ready clinical AI company developing physician-grade agentic AI, today announced it has been selected by the Advanced Research Projects Agency for Health (ARPA-H) as a lead performer in the Agentic AI-Enabled Cardiovascular Care Transformation (ADVOCATE) program, with an award of up to $9.2 million. Microsoft, OpenAI and NVIDIA join supporting the UpDoc-led team.

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

GOOGL's high ROIC and surging Cloud growth stand out, but soaring AI capex is putting pressure on free cash flow and dulling the case for new buyers.

The two companies have shared a new partnership.

Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.

A handful of stocks have quietly turned ordinary investors into millionaires over the past decade, and the specific pattern behind each one suggests the compounding window is still open rather than closing.

PALO ALTO, Calif., September 09, 2026--Databook Launches the GTM Decision System: Actionable Customer Context for Enterprise Revenue

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

NBIS jumped 7.73% after Palantir selected its AI-native cloud, potentially expanding enterprise reach and strengthening its neocloud position.

Harworth Group (LON:HWG) reported continued progress across its industrial, logistics and powered-land pipeline in the first half of 2026, while residential-market weakness and construction-cost inflation contributed to a decline in net development value per share. The company said it was currently

Two of Wall Street’s premier artificial intelligence (AI) stocks are set to pay approximately $24.2 billion and $27.1 billion in dividends over the next year.

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently r

Enterprise AI has a well-documented problem that has nothing to do with model quality: research widely cited across the industry puts the failure rate of enterprise AI pilots at roughly 95%, not because the models underperform, but because turning a working demo into a production system inside a real company with its legacy systems, security constraints, and organizational complexity is a fundamentally different, and much harder, job. Think41 pointed to this gap as the reason behind its own Forw

Stifel lifted its Microsoft price target to $530 as Copilot adoption expands and Azure growth remains strong, adding to the bullish Wall Street view on MSFT stock.

Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation (NASDAQ:NVDA) has a substantial stake in the answer. At SEMICON Taiwan, described in a September 2 Microsoft update, Azure hardware chief Rani Borkar argued that capacity expansion must be accompanied […]

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

The5ers The5ers London, UK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- The5ers, a global leader in proprietary trading and Trader education, announced the official launch of single stock futures (SSFs) through their The5ers Futures brand. This first-of-its-kind offering lets members conduct their own high-conviction stock strategies using the firm’s capital, bypassing traditional brokers, their fees, and the hassle. The5ers’ offer includes 22 of the exchange’s core equity assets, including Nvidia, Apple

When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

ADBE heads into fiscal Q3 earnings with strong AI and subscription momentum, but freemium pressure, rising investments and stiff competition cloud the outlook.

The Dow lost 500 points early into Tuesday's trading session. Here's what's driving the loss. Most components in the blue chip index were in the red, but there was one name seeing the most dramatic downturn.

The chip maker and online retailer are teaming up to build data-center infrastructure, including chips and optical networking products.

Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.

The five hyperscalers are projected to spend over $5 trillion on capex between now and 2030, according to S&P Global Market Intelligence.

Enterprise revenue leader joins to expand adoption of Nautobot commercial software, Nautobot Cloud, and NautobotAINEW YORK CITY, NY / ACCESS Newswire / September 8, 2026 / , a leader in AI-powered network automation, today announced the appointment of Chris Millerick as Chief Revenue Officer. Millerick will lead all go-to-market functions and report to Chief Executive Officer Paul Brady.

CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.

Chevron has surged more than 42% this year and is brushing against a 52-week high, but the real question is whether the fundamentals driving that run can hold at these prices or whether the easy money is already gone.

The AI boom is becoming a power-and-real-estate story as developers race to build much larger computing campuses.

Cloverleaf Infrastructure LLC ("Cloverleaf") today announced that it has signed the Michigan Affordability and Responsible Growth Pledge. Launched by Michigan Gov. Gretchen Whitmer, the pledge promotes affordability, transparency, environmental stewardship and local economic growth to ensure data center development delivers lasting benefits for Michigan communities. Other signatories include Anthropic, Google, Microsoft, OpenAI and Oracle.

Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.

Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.

Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps

Microsoft sits within reach of a record high, yet one line item buried in its cash flow statement could either launch the stock through that ceiling or keep it rangebound for another year.

For my money, Mondelez is the best bet of the Nasdaq-100's high-yield names.

Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Most retirees assume a forced IRA withdrawal means selling shares whether they want to or not, but a little-known IRS rule lets you satisfy the requirement without liquidating a single position, even in a falling market.

CNN speaks with the multinationals about their major investments in the Gulf’s data center landscape, and what orbital data centers could mean for the future.

AI agents that successfully reach production scale deliver a 171% global return on investment, a figure that climbs to 192% in the United States, according to IDC and Microsoft research. These returns highlight a clear path to efficiency and profitability. Yet, if the economics are so compelling, why are so many organizations struggling to move […]

A provision buried in the tax code lets families quietly erase decades of capital gains before a single share gets sold, but the window to pull it off is narrow and the traps that kill the strategy are ones most estate attorneys never mention.

Snowflake just posted another blockbuster quarterly report, but there is one key problem with its stock right now.

Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.

Bitcoin has momentum, but stocks have fundamentals.

With inflation data guiding expectations for future central bank moves, many investors are looking for companies that can hold their own if borrowing costs stay high for longer than hoped. Solid profitability, strong returns on shareholder equity and sensible use of debt can help cushion portfolio shocks. This article highlights three stocks from a quality focused screener that filters for robust balance sheets and resilient business performance. The three stocks below are only a sample from...

SpaceX launched a record IPO almost three months ago.

Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million. The Form 4 covered eight transactions at weighted average prices ranging from $498.24 to $505.20. That is a large dollar figure, but the most important detail sits in the filing’s footnote: the sales were made under a Rule 10b5-1 plan adopted […]

Investing.com -- Artificial intelligence could prove a surprise tailwind for software companies if productivity gains spur businesses to hire more workers rather than cut headcount, Bernstein analysts said, challenging one of the sector’s key bearish narratives.

Microsoft (NasdaqGS:MSFT) announced plans to restructure its financial reporting and segment disclosures from fiscal 2027 to highlight AI and cloud activities. The company will consolidate operating segments and introduce new Azure specific disclosures to give investors clearer insight into its cloud performance. Management framed the overhaul as a way to better align financial reporting with Microsoft's growing focus on AI driven products and services. The new reporting format is expected...

ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling. The release did not disclose project pricing or committed revenue, although ChronoScale had already disclosed a two-year GPU services agreement with Microsoft tied to the planned deployment. […]

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

Microsoft Gets Major Wall Street Vote as Stifel Lifts Target to $530

Quarterly sales become visible, but cloud profitability remains buried inside Microsoft's reorganized reporting structure.

On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and recover after a cyberattack or outage. The move follows the company’s fiscal first quarter 2027 results, reported on July 28, when subscription revenue rose 16% year over year to $267 million. Together, the […]

Microsoft stock may consolidate after a price run-up. An options strategy could return 41% in around six weeks.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.

The headline looks dramatic, but context changes the signal

Falling AI prices are creating an unexpected infrastructure risk

Chevron has raised its dividend 39 straight years, but the real test was never a bull market in crude. Find out what the 2020 stress test and two new revenue streams reveal about whether that streak survives the next oil crash.

Microsoft's CEO sold 86,525 shares in his first stock sale of 2026, but the transaction was arranged months in advance.

Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.

The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.

Early support for Astra on Azure beefs up the cloud platform’s appeal among users.

Dentsply Sirona recently reported second-quarter 2026 results showing a 4.1% year-over-year net sales decline but a return to net income, with higher margins and stronger cash generation, and also confirmed it will present at the Baird 2026 Global Healthcare Conference on September 15, 2026. The combination of improved profitability and cash flow, despite weaker revenue and a history of pressure on returns, led management to reiterate full-year 2026 guidance, highlighting a sharper focus on...

Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on large caps and macro headlines. That leaves plenty of room in the shadows for smaller high quality Japanese stocks with solid fundamentals and limited analyst coverage. This article highlights three such under the radar opportunities that could potentially help diversify a long term Japan focused portfolio. The stocks covered below are just a small...

The surprise increase in hiring could give the Federal Reserve leeway to raise its benchmark short-term interest rate to fight inflation when central bank policymakers meet later this month. “Today’s jobs report does lean toward the Fed increasing rates," said Terry Sandven, chief equity strategist at U.S. Bank Asset Management Group, noting, however, that a rate hike is "not a foregone conclusion.” Lululemon Athletica sank 17.6% after the retailer reported quarterly revenue that fell short of

Crusoe, a cloud-computing provider and data center developer doing business with OpenAI, Microsoft a

Investors appreciate transparency.

Microsoft CEO Satya Nadella sold over $43 million worth of company stock under a pre-arranged trading plan, marking his first sale of the year. A Form 4 filed with the Securities and Exchange Commission shows Nadella unloaded 86,525 shares across eight separate transactions on Sept. 1 at prices ranging from $497.69 to $505.76 each. The transactions were conducted under a 105b-1 trading plan, which is triggered when pre-determined conditions such as stock price or date are met.

Amazon's revenue growth may be slower, but it's accelerating quickly.

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.

Not all Dividend Aristocrats are created equal, and three companies spanning payroll processing, supplemental insurance, and integrated energy have quietly stacked 25-plus years of annual raises through completely different cash engines.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days earlier on August 21. The announcement landed three weeks after the company posted first-quarter fiscal 2027 results on August 4, showing sales climbing even as profit […]

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Funding will fuel product development and GTM expansion for the AI-powered self-serve platform that filters out bias to deliver verified insights from organic social media in minutes.OTTAWA, ON / ACCESS Newswire / September 3, 2026 / , a Microsoft partner pioneering a faster and more representative approach to market research, today announced it has raised $3 million in seed capital.

Total Q1 revenue guidance remains $89.85 billion to $90.95 billion

The company is moving from three segments to two, and will disclose Azure cloud revenue on a quarterly basis for the first time

Microsoft says it will reorganize its reporting structure from three segments into two: Agents and Infra, and Devices and Consumer.

Anthropic is racing toward an IPO with a headline revenue number that will likely look bigger than that of its rival, OpenAI.

BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base and product portfolio, while Vice President Isabelle McKenzie sold 4,500 shares in August 2026 and retained 53,328 shares valued at about US$3.70 million. The company’s emphasis on emissions reduction, supplier engagement, and employee development, together with analysts highlighting its durable earnings profile, underlines how sustainability...

China’s fast-rising AI models are combining strong performance with lower costs and greater accessibility, raising the stakes for U.S. AI leaders.

A powerful cloud trend is reshaping Microsoft’s investment case.

Dell Technologies tops the S&P 500 following robust quarterly earnings.

Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its core growth engine. The financial reporting change comes alongside the software giant’s first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall. Under the updated structure detai

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

GitLab stock advances after the company beat earnings expectations. Be wary of chasing the rally, with shares already up 46% over the past three months.

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Palo Alto stock fell on fiscal Q4 earnings and revenue that topped estimates amid high expectations while 2027 guidance came in above views.

Jim Cramer called the September market open unholy, rattled off geopolitical chaos, and then named exactly one stock worth buying above $200. Whether the fundamentals behind that call survive the noise is a harder question than it looks.

Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.

The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.

Four Leaf Acquisition (USOTC:FORL) and Data443 Risk Mitigation (USOTC:ATDS) are advancing their definitive business combination, with preparation of a Form S-4 underway as the companies pursue a Nasdaq listing for the combined business, subject to required approvals and closing conditions. Key Investor TakeawaysFour Leaf Acquisition (USOTC:FORL) and Data443 Risk Mitigation (USOTC:ATDS) are proceeding with the registration process following their August 27, 2026 definitive Business Combination Ag

GitLab's (GTLB) strong fiscal Q2 execution and raised fiscal 2027 outlook were offset by uncertainty

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

GitLab (GTLB) posted a strong fiscal Q2, with improving growth across new customers, small and mediu

Palantir Technologies (PLTR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

HiddenLayer, the leading AI security company that secures agentic, generative, and predictive AI applications, today announced a $100 million Series B funding round led by Delta-v Capital, with participation from Ten Eleven Ventures, Morgan Stanley, M12, Microsoft's Venture Fund, and Booz Allen Ventures.

Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.

GitLab puts Flex at the center of growth as paid consumption tops $40M and stronger Q2 execution drives a higher fiscal 2027 outlook.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 26.7% (Institutional Shares), exceeding a 14.9% gain for the MSCI ACWI Index (the Index), and a 19.8% gain for the MSCI ACWI Growth Index. […]

Palo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 26.7% (Institutional Shares), exceeding a 14.9% gain for the MSCI ACWI Index (the Index), and a 19.8% gain for the MSCI ACWI Growth Index. […]

Palo Alto Networks reported strong earnings -- but not strong enough to support a sky-high stock price.

Corpay's sustained organic growth, stronger 2026 outlook and aggressive buybacks are supporting continued earnings momentum.

MongoDB's Q2 fiscal 2027 earnings and revenues beat estimates as Atlas and Enterprise Advanced grow, prompting higher full-year revenue and EPS guidance.

Can BBAI's $270M backlog drive stronger revenue growth as new contract wins expand visibility and Gen AI boosts sales?

PENG's 143% YTD surge is backed by accelerating AI infrastructure demand, a growing backlog and a valuation below its industry average.

Public resistance is becoming another constraint on AI expansion

MongoDB Inc (NASDAQ:MDB) reported stronger-than-expected second-quarter fiscal 2027 results on Tuesday, with revenue and adjusted earnings exceeding analyst estimates as the database software company continued to expand its cloud business. Revenue for the quarter ended July 31 was $771.8...

Akamai Technologies (AKAM) shares are back in focus after the company announced an alliance with Deloitte Canada to support platform-based cyber resilience for large organizations across North America. The Akamai Technologies share price has eased recently, with a 1-day share price return that declined 1.99% and a 30-day share price return down 7.57%. However, the year-to-date share price return of 25.10% and 1-year total shareholder return of 38.30% indicate momentum that has built over the...

The database company topped revenue and profit estimates for its fiscal second quarter, but Atlas revenue grew at the same pace for a third straight quarter

MongoDB Stock Takes a Hit as AI Costs Cloud Strong Earnings

The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading

The Gates Foundation's top holdings are slow-and-steady growers with wide moats.

Shares in Corero Network Security PLC (AIM:CNS, OTCQB:DDOSF) rose 10% to 8p after itech vendor secured a combined $3.9 million in new agreements to deploy its sovereign cybersecurity defences across the UK telecommunications sector and the global NeoCloud sector. At the heart of the...

Palo Alto Networks (NASDAQ:PANW) reported higher fiscal fourth-quarter revenue and adjusted profit on Tuesday, alongside growth in its next-generation security business as companies increased spending on cybersecurity for AI-related operations. Fiscal fourth-quarter revenue increased 34% year over year to $3.

MongoDB (NASDAQ:MDB) shares fell more than 14% in premarket trading on Wednesday after the database software company reported fiscal second-quarter 2027 results, with growth in its Atlas cloud database platform remaining broadly in line with recent quarters. MongoDB reported adjusted earnings per share of $1.

In the past quarter, MongoDB, Inc. reported second-quarter fiscal 2027 revenue of US$771.77 million and net income of US$40.94 million, turning last year’s loss into earnings of US$0.50 per diluted share, and also raised its full-year 2027 revenue and earnings guidance. The company’s Atlas cloud database continued to be a key growth engine, with management citing strong enterprise workloads and early AI use cases as drivers of the upgraded outlook. We’ll now examine how MongoDB’s earnings...

GitLab shares rose more than 23% in premarket trading on Wednesday after the company reported fiscal second-quarter 2027 revenue growth of 21% and provided an update on demand for its software development and security platform. Revenue for the quarter ended July 31 increased to $286.

SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for future quarters and high restructuring costs. However, not everyone on Wall Street is pessimistic about SentinelOne’s story. On August 28, […]

Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing never went away, so what exactly is the market seeing that he is not?

Palo Alto Networks (PANW) fiscal fourth-quarter results came in ahead of Wall Street's estimates, bu

Palo Alto stock fell on fiscal Q4 earnings and revenue that topped estimates amid high expectations while 2027 guidance came in above views.

Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand. On September 1, BofA Securities analyst Tal Liani raised the price target on the stock to $600.00 (from $500.00) while maintaining a Buy rating, asserting that the tech giant’s massive spending has begun translating […]

Akamai Technologies stock has delivered a strong 38.3% return over the past year, yet the broader valuation checks suggest it no longer looks obviously cheap. With the shares recently closing at US$106.46 and only one of six valuation checks pointing to value, investors are weighing whether the recent gains already reflect most of the upside. The 38.3% 1 year return signals that Akamai Technologies has had a solid run that raises the bar for what comes next. Ongoing execution in content...

DevSecOps platform provider GitLab (NASDAQ:GTLB) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 21.3% year on year to $286.3 million. The company expects next quarter’s revenue to be around $282 million, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 33.6% above analysts’ consensus estimates.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) announced better-than-expected revenue in Q2 CY2026, with sales up 34.4% year on year to $3.41 billion. Guidance for next quarter’s revenue was optimistic at $3.31 billion at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $1.02 per share was 4.4% above analysts’ consensus estimates.

On August 5, Corpay (NYSE:CPAY) delivered two headlines in one breath. The corporate payments company reported second-quarter results that beat its own targets, and it agreed to sell a UK fleet software business it no longer sees as core. Revenue climbed 21% to $1,338.8 million and adjusted earnings per share jumped 36% to $7.00, yet […]

Snowflake stock has surged 46% this year as investors embrace its AI potential, raising the stakes for the data-software company’s fiscal second-quarter earnings.

Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.

Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.

Database platform company MongoDB (NASDAQ:MDB) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 30.5% year on year to $771.8 million. Guidance for next quarter’s revenue was better than expected at $758.5 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $1.90 per share was 18.1% above analysts’ consensus estimates.

The cloud-native database specialist delivered everything shareholders expected. Turns out they wanted more.

Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what investors should know.

MongoDB Inc (MDB) reports 30% revenue growth, record customer additions, and raises full-year guidance on strong Atlas and AI-driven demand.

GitLab Inc (GTLB) delivers exceptional Q2 with net ARR up over 40% and raises full-year guidance amid strong AI and consumption-based product traction.

Nikesh Arora says a $5 trillion AI infrastructure buildout will force companies to build a new security stack.

Akamai Technologies (NasdaqGS:AKAM) announced a new alliance with Deloitte Canada to support proactive cyber resilience for organizations across North America. The collaboration combines Akamai security products with Deloitte cybersecurity advisory and managed services for enterprise clients. Deloitte, recently recognized as Akamai's North America Services Provider of the Year, plans to use Akamai technology to help simplify client cyber architectures. For readers looking to compare this...

Palo Alto Networks (NasdaqGS:PANW) agreed to acquire AI native platform Console to bring agentic AI capabilities into its Cortex security suite. The deal is aimed at adding AI driven analysis, prioritization, and autonomous actions directly into Cortex for more self directing security operations. The acquisition expands Palo Alto Networks in house AI technology stack, moving beyond earlier partnerships and integrations tied to its autonomous security roadmap. For readers tracking how AI is...

A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.

AI defense spending is booming, but not every stock reflects that optimism. Two contractors trade at low multiples and may have more upside.

Wix.com stock has fallen sharply over the past few years, yet on current checks it screens as one of the cheaper options in its peer group. The recent rebound in the share price now leaves investors weighing up whether that apparent discount still holds. Over the past 5 years, Wix.com has delivered a total return that is down 61.6%, which means long term holders have taken a heavy hit despite the company remaining a well known website platform. The key upside driver is whether Wix.com can...

MongoDB has delivered a strong 36.4% one year return, yet both its market multiples and intrinsic value checks currently point to an expensive stock that trades at a premium to what its cash flows imply. The stock's 36.4% gain over the past year may already reflect high expectations for MongoDB's growth and execution. Investor focus on the expansion of MongoDB Atlas as a growth driver can support a rich valuation, while limited evidence so far of AI driven spending emerging in reported...

IoT solutions provider Samsara (NYSE:IOT) will be reporting earnings this Thursday after market close. Here’s what to expect.

The ‌U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran.

GitLab (NASDAQ:GTLB) reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, as the company cited record gross bookings, accelerating net annual recurring revenue growth and increased demand for its software development platform. Non-GAAP operating income was $42.

Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie

Revenue surged 1,970% year over year as enterprise customers nearly doubled.

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

MongoDB reported strong second-quarter earnings results Tuesday, but the document database company’s stock fell in after-hours trading. The company also raised its fiscal year 2027 guidance, citing a 29% year over year revenue increase for its multi-cloud database service, Atlas But with Atlas growing at the same pace for three consecutive fiscal quarters, investors hoping to see whether new clients are spending on cloud apps could feel disappointed. Mizuho Securities analyst Jordan Klein w

MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database platform and Enterprise Advanced self-managed offering accelerated. The company also raised its full-year outlook, citing continued enterprise demand, c

CrowdStrike Holdings (NasdaqGS:CRWD) announced the launch of its Cyber Superintelligence Lab, described as the industry's first AI research organization focused on cyber defense and safety. The company introduced SafeMind AI security models designed as agentic, autonomous systems to address emerging AI driven cyber risks. CrowdStrike unveiled Falcon Guardian for AI runtime detection, aimed at protecting enterprise AI agents as they operate in real time. The initiatives are being developed...

DevSecOps platform provider GitLab (NASDAQ:GTLB) announced better-than-expected revenue in Q2 CY2026, with sales up 21.3% year on year to $286.3 million. The company expects next quarter’s revenue to be around $282 million, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 33.6% above analysts’ consensus estimates.

Investing.com -- GitLab reported stronger-than-expected momentum in its second quarter of fiscal 2027, with revenue rising 21% from a year earlier as demand for its software development and security platform accelerated amid growing adoption of artificial intelligence.

Palo Alto (PANW) delivered earnings and revenue surprises of +4.08% and +1.78%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

A number of stocks fell in the afternoon session after a sharp jump in benchmark Treasury yields and surging crude oil prices stoked renewed concerns over inflation.

Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.

While the top- and bottom-line numbers for MongoDB (MDB) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) . Firm analyst William Power reiterated an Outperform rating on the stock with a $200.00 price target, remaining confident in the company’s ability to modernize enterprise operations and lead in agentic AI. Ontology: The New […]

Revenue grew 9% to $321.1 million as Enterprise Advanced adoption accelerated.

Software has been getting the silent treatment from Wall Street. This open source giant wasn’t an exception.

For the current quarter, MongoDB guided to $756 million to $761 million in revenue and $1.57 to $1.61 in adjusted earnings, a step down from the just-finished quarter.

Palo Alto Networks (PANW) reported fourth quarter earnings that beat Wall Street's estimates on the top and bottom lines. RBC Capital Markets managing director and head of global TIMT research, Matt Hedberg, shares his thoughts on the earnings print and the company's road ahead.

Microsoft Corp (NASDAQ:MSFT)'s accelerating cloud growth, improving AI efficiency and greater visibility into investment returns prompted Bank of America to raise its price objective on the stock. The bank's new target of $600, up from $500, is based on 28 times its calendar year 2027...

Dow Jones software giant Microsoft, along with Palantir stock, Shopify and ServiceNow, are in or near buy zones.

Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.

August was a good month for tech stocks, particularly these software giants.

Microsoft just posted record revenue and five straight earnings beats, yet the stock has barely moved in a year. Here is the scenario where that changes in a dramatic way before 2031.

Rezolve AI (NASDAQ:RSLV) saw its revenue surge roughly 1,970% to $130.8 million in the first half of 2026, up from $6.3 million a year earlier and nearly triple its full-year 2025 total, even as the company's net loss widened to approximately $139.5 million. The wider loss was driven largely...

Microsoft stock is underperforming the S&P 500 this year but Bank of America believes the tech giant’s AI strategy means there’s significant upside.

CEO Daniel Wagner said Rezolve expects to announce additional infrastructure licensing agreements “imminently.”

SANTA CLARA, Calif., September 01, 2026--Aeris, a global leader in IoT connectivity management, security and connected vehicle programs, today announced the appointment of Suresh Sathyamurthy as Chief Marketing Officer. Sathyamurthy will lead Aeris' marketing, communications and go-to-market strategy as the company accelerates its expansion into securing and connecting Physical AI, the rapidly growing category of autonomous vehicles, robotics, and intelligent machines operating in the physical w

Global workforce intelligence firm TalentNeuron today announced the release of The Great Reallocation: Understanding the Impact of AI on Talent Strategy, a new research report examining how enterprises are reshaping their workforces as AI moves from experimentation to large-scale adoption. The research analyzed workforce strategies at Salesforce, Klarna, Wells Fargo, Google, Microsoft, Citi, and BT Group, finding that AI investment is not resulting in a single workforce strategy. Instead, organi

BELMONT, Calif. & NEW YORK, September 01, 2026--The NY Mets select RingCentral to modernize fan engagement, ticket sales, and business communications across the organization.

Microsoft, Google, TCS and Tech Mahindra extend global distribution; customer base exceeds 1,640; FY2026 revenue guidance of approximately $360 million reaffirmed Key Highlights Revenue increased approximately 1,970% to $130.8 million compared with $6.3 million in H1 2025 and nearly three times revenue for the whole of FY2025. Rezolve’s revenue is seasonally weighted towards H2 with peak retail and holiday trading, enterprise deployment timing and increasing partner-led distribution expected to

OMAHA, Neb., September 01, 2026--ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, today announced it has entered into a definitive agreement to acquire Cranium Ventures, a privately held developer of cloud-native card payment switching technology. The technology will be added to ACI Connetic for Cards, which ACI launched in March 2026.

Keeper Security, the leading provider of zero-trust and zero-knowledge identity security, today announces it has earned top-tier recognition from two independent analyst firms in the same week. GigaOm designated Keeper a Leader in the Enduring Innovators quadrant of its Enterprise Password Management (EPM) Radar, and the overall quadrant leader. Information Services Group (ISG) named Keeper an Exemplary Provider in its Buyers Guide for Identity and Access Management (IAM) Platforms, placing Keep

IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good. Fourth-quarter AI cloud revenue more than doubled to $70.5 million, and IREN now has $4 billion in contracted revenue booked against its 2026 capacity, with $1 billion of that already generating cash. The proof point […]

Inturai Ventures Corp. (the "Company") (CSE: URAI) (OTC: URAIF) (FSE: 3QG0) announces that further to its news releases dated July 6, 2026 and August 19, 2026, the Company has completed the acquisition (the "Acquisition") of the intellectual property behind DomeCommand, an AI-driven command-and-control platform for autonomous drone swarms, together with a perpetual, royalty-free, worldwide licence to the Distri software it runs on (the "Purchased Assets"), pursuant to the terms of a definitive a

We examine why software stocks are rebounding and highlight software ETFs.

Microsoft (NasdaqGS:MSFT) and HUMAIN announced a collaboration to bring Arabic-language AI models into Microsoft’s ecosystem for customers in the Middle East and Africa. The partnership focuses on regional AI adoption and co-engineering support for enterprise clients that want tailored Arabic-language AI solutions. HUMAIN’s Arabic AI models are set to be accessible through Microsoft platforms so organizations can deploy and customize tools for local use cases. The collaboration adds a new...

In recent weeks, JPMorgan Chase & Co. has launched and completed a series of callable, unsecured medium-term notes across maturities from 2031 to 2056, alongside expanding its physical footprint with a new flagship branch and J.P. Morgan Financial Center on Chicago’s Magnificent Mile and multiple new branches nationwide. At the same time, the bank has paired this funding and expansion activity with higher planned capital returns, including a larger share repurchase authorization and a higher...

The software giant's last six dividend increases all fell between 9% and 11%. But what will this year's raise look like?

Tech stocks were slightly lower Monday afternoon, with the State Street Technology Select Sector SPD

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.

Steve Ballmer, the former Microsoft CEO, has added more than $10 billion to his net worth this year as the stock rebounded to $513 after falling as low as $348 earlier in the year. That has pushed his net worth...

WeRide, a global autonomous driving company, was recently added as a constituent of the HKEX Tech 100 Index following the latest quarterly review, with the change effective from September 14, 2026. This index inclusion highlights WeRide’s positioning in Physical AI and could broaden its visibility among institutional investors that track or reference the HKEX Tech 100. We’ll now examine how WeRide’s HKEX Tech 100 inclusion could influence its investment narrative anchored in autonomous...

Cloud adoption, AI workloads and large-scale simulations are driving demand for elastic hybrid computing, smart job scheduling, GPU acceleration and advanced cluster orchestrationDublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "High Throughput Computing Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global high throughput computing market is experiencing rapid expansion, driven by rising demand for large-scale data processing, scientific simulations and enterprise com

AEIS is a leader in precision power conversion, measurement, and control solutions riding two of the strongest spending cycles in tech: AI data centers and advanced semiconductor manufacturing.

Microsoft stock has rebounded in the past couple of months, but is it still a good pick?

The S&P 500 keeps setting records, but strip away two stocks and the picture underneath looks nothing like a healthy bull market. What Bespoke Investment Group's latest earnings data reveals about who is actually driving this rally should change how you think about your index fund.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

Chevron is getting in on the AI boom with its recent long-term energy agreement with Microsoft.

Elastic N.V. recently reported fiscal first-quarter 2027 results, with revenue rising to US$478.11 million and net loss narrowing to US$16.73 million, while also issuing guidance that points to continued revenue growth through fiscal 2027. Alongside the earnings beat and raised outlook, Elastic highlighted growing enterprise adoption of its AI-powered search and cloud platform, and disclosed that non-executive director Caryn Marooney will step down after her term ends in October...

Microsoft has an Accumulation/Distribution Rating of A+, the highest in the enterprise software industry group.

Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship. In its fiscal 2026 10-K, Microsoft said it recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue-sharing payments. It also had $6.0 billion of accounts receivable from OpenAI at June 30. The number is huge. The missing […]

Okta, Inc. (NASDAQ:OKTA) reported fiscal second-quarter 2027 results that strengthened the case for a bookings recovery. Revenue rose 11% year over year to $805 million, while company-defined non-GAAP diluted earnings increased 15% to $1.05 per share. Consensus estimates called for revenue of $793 million and adjusted earnings of $0.97 per share. The more important signal […]

Market Domination's Josh Lipton talks with Pasqal (PSQL) CEO Wasiq Bokhari about the quantum computing company going public and how it will invest the $360 million in cash that it gained via a SPAC merger.

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

A one-session jump that its application software peers largely shared says less about Figma than the products it is not yet billing for.

The market is paying a premium valuation for a company delivering modest operational growth, betting that a major turnaround is just around the corner.

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

Market Domination's Josh Lipton talks with Pasqal (PSQL) CEO Wasiq Bokhari about the quantum computing company going public and how it will invest the $360 million in cash that it gained via a SPAC merger.

A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.

Microsoft is the IBD Stock Of The Day. The software leader moved above another buy point following a recent breakout.

The stock has trailed the market over the past year, yet its margins sit at multi-year highs, and it is the margin that has room to fall.

Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.

Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company stake counts as real money.

Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Hewlett Packard Enterprise's Q3 results are likely to gain from AI infrastructure, networking and hybrid cloud demand as its expanded portfolio drives growth.

In recent days, analysts became more optimistic about NetApp’s July 2026-quarter earnings, highlighting an anticipated earnings beat on rising consensus estimates and positive Earnings ESP. At the same time, NetApp’s repeated recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms underscored its positioning in hybrid cloud and AI-ready storage, adding to the improving sentiment ahead of results. We will now examine how this growing analyst optimism around...

Take-Two whet the appetite of gamers for its highly anticipated title “Grand Theft Auto 6” with a video preview. TTWO stock rose on Friday.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Nvidia trades at just 15 times next year’s earnings, way below the broader market. Apple offers the chip maker a road map out of its P/E funk.

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Microsoft has trailed the broader software services industry over the past year, and analysts are very upbeat about its future growth potential.

Here is how Paymentus (PAY) and Quad/Graphics (QUAD) have performed compared to their sector so far this year.

Take-Two Interactive Software Inc. (NASDAQ:TTWO) shares rose 2.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Apple is locking in developers as they rush toward deskside AI.

A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines

Nvidia trades at just 15 times next year’s earnings, way below the broader market. Apple offers the chip maker a road map out of its P/E funk.

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

Nvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.

SentinelOne (S) delivered earnings and revenue surprises of +14.29% and +0.67%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

Nvidia Reportedly Makes Huge $12.9 Billion Move to Expand Beyond AI Chips

ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.

SEATTLE, August 27, 2026--Outreach, a leading agentic AI platform for revenue teams, was recognized as one of the world's top 75 ecosystems across Partner Investment and Partner Opportunity. The awards, given by Partnership Leaders and Bridge Partners, reward programs that are shaping ecosystems and leading the path for companies to successfully harness the power of agentic AI. Outreach joins the list with Microsoft, Salesforce, AWS, and more global powerhouses.

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

The tech-heavy Nasdaq composite spent the entire session as the best-performing among major indexes Thursday as Wall Street reacted to big earnings reports, with Nvidia, Salesforce and CrowdStrike soaring on the stock market today. Nvidia broke out past a proper buy point. Gains were led by its tech components, including Nvidia, Salesforce, IBM and Microsoft.

The ETF invests only in "Magnificent Seven" stocks.

Microsoft's stock has skyrocketed since Q2 wrapped up.

Investors now need proof that strategy becomes cloud revenue

The six-year agreement gives Anthropic access to 460 megawatts of compute capacity at an Nscale data center in West Virginia

Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.

In recent days, BlackRock has attracted very large inflows into its iShares Bitcoin Trust and Ethereum ETFs, eased in‑kind creation thresholds that enabled more than US$5.00 billion of direct Bitcoin‑to‑ETF conversions, and joined an Nvidia‑led consortium to finance large‑scale AI compute infrastructure. These moves underscore BlackRock’s push to sit at the center of both the “debasement trade” in Bitcoin and gold and the capital stack for AI infrastructure, potentially reshaping how...

As Meta moves closer to launching its consumer AI agent Hatch , its expansive AI ambitions could provide a fresh catalyst for META stock.

AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.

Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.

A social media giant handed shareholders a truly huge pile of cash, but the market's reaction raises a sharp question about the price of its future.

Cloud computing and artificial intelligence are the keys to Microsoft's success -- and Nadella's pay.

HUBS' subscription growth is accelerating on customer gains, AI adoption and larger deals, but can the momentum overcome its steep stock decline?

The software giant increased its fiscal 2026 net income by 31%. The market cut what it pays for each dollar of those earnings by about a quarter.

Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about to close violently.

In recent days, partners including Cypris, Everlaw, S&P Global, FurtherAI and HUMAIN have announced new integrations that embed their specialized data, workflows, and language models directly into Microsoft 365 Copilot and the broader Microsoft AI ecosystem, while Microsoft also moved to influence transmission cost arrangements for its Racine County, Wisconsin data center campus. Together with the Linux Foundation TRACE standard and expanding regional AI collaborations, these developments...

Stocks wavered at the opening bell on Wednesday as investors assessed fresh inflation data and upcoming earnings from AI bellwether Nvidia.

Boston Scientific stock crumbled Wednesday after the company said a cybersecurity incident interrupted processing and shipping.

Wall Street is focused on Nvidia's GPUs, but the faster-growing story is sitting beside them.

Nvidia keeps beating earnings estimates. In six of the last eight quarters, the stock has still sold off. Will Wednesday be any different?

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

Tesla will open its Nevada Semi factory on Sept.24, with capacity to produce as many as 50,000 trucks annually.

Meta’s growing reliance on Microsoft for AI is expected to strengthen Azure demand and further support MSFT stock’s growth prospects.

Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.

In August 2026, Floura Fiber announced its first national retail rollout as Starbucks began offering the Blueberry Matcha Daily Fiber Bar across its US company-operated coffeehouses, while the chain also relaunched its Unicorn Frappuccino and expanded its fall menu as part of the “Back to Starbucks” strategy. Early results show limited-time drinks and refreshed seasonal offerings have lifted customer traffic and weekend sales, reinforcing Starbucks’ focus on menu innovation and customer...

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 4.9% in the afternoon session after The Information reported that Meta Platforms is preparing to launch a consumer AI agent named Hatch that is trained to access and browse the social discussion platform. According to coverage of the upcoming launch, Hatch will allow users to navigate Reddit, order from DoorDash, shop on Etsy, check Yelp, and manage Microsoft Outlook directly inside Meta’s ecosystem. Meta plans to launc

ATLANTA, August 25, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today reported financial results for the second quarter ended June 30, 2026. This is the company’s first quarterly report since it began trading on the Nasdaq Global Market on July 16, 2026.

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Delray Beach, FL, Aug. 25, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global AI Governance Market is projected to grow from USD 0.89 billion in 2024 to USD 5.78 billion by 2029, registering a remarkable CAGR of 45.3% during the forecast period. Rising regulatory oversight, responsible AI initiatives, and growing enterprise adoption of generative AI are accelerating investment in governance platforms. Organizations are prioritizing model transparency, risk management, complianc

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Two don't need to be second-guessed, while the other is built more on long-term promises.

SALT LAKE CITY, August 25, 2026--Solen announces the acquisition of SHEA Global, expanding smrtr’s ERP, manufacturing, and distribution capabilities.

Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

SuperX AI Technology Limited (NASDAQ: SUPX, "SuperX" or the "Company"), a Nasdaq-listed full-stack AI infrastructure solutions provider, today announced that it has received, through its wholly-owned Japanese subsidiary SuperX Industries Co., Ltd. ("SuperX Japan"), a commercial purchase order from Japanese client WOODMAN Inc. ("Woodman") to supply NVIDIA B300 GPU-based server clusters for its AI infrastructure project in Yokohama, Japan, with a total contract value of approximately US$38.8 milli

Both oil giants raised dividends again in 2026 and posted blockbuster quarters, but a decade of payout history reveals one clear winner on durability and one on yield. Knowing which fits your portfolio could matter more than the latest earnings beat.

D-Wave Quantum's order book grew over the past year while its revenue shrank, and the gap is a delivery schedule more than a demand problem.

ADBE's 16% monthly rebound, discounted valuation and accelerating AI monetization support the stock, but competition and heavy AI spending keep it a hold.

Microsoft stock has delivered a 65.9% gain over the past 5 years, yet today the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is only about 3% away from where shares currently trade, while earnings based multiples still screen as relatively attractive. A 65.9% return over 5 years suggests Microsoft has already rewarded patient shareholders, so fresh money is stepping in after a strong multi year run rather than at an early stage. Heavy investment in AI...

Microsoft looks like a good buy to me because it has evolved into a core AI platform business.

Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.

Microsoft's packed fiscal 2027 gaming slate aims to reverse a sales slide, with major releases testing Xbox's path back to growth.

While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.

While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.

CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.

ePlus inc. (NASDAQ NGS: PLUS – news) today announced that it has completed the acquisition of assets of Daymark Solutions (Daymark), a Massachusetts-based IT solutions and professional services provider focused on architecting, implementing, and supporting complex hybrid cloud, cybersecurity, compliance, and modern data center environments.

Although the S&P 500 has outperformed Microsoft year to date, cloud computing momentum can quickly change that narrative.

Farmers & Merchants Bancorp, parent of Farmers & Merchants Bank of Central California, previously raised its quarterly cash dividend to US$5.60 per share, a 4.7% increase from the prior US$5.35, payable on October 1, 2026 to shareholders of record on September 11, 2026. This dividend increase highlights the board’s willingness to return more cash to shareholders, which often reflects confidence in the bank’s underlying earnings power. We will now examine how this higher quarterly dividend...

The foundation's quarterly filing reveals a lack of tech stocks.

Microsoft, Google and Oracle, which operate massive data centers powered by Nvidia chips, have also notified their customers of the forthcoming increases.

Microsoft (NasdaqGS:MSFT) faces new obligations in Australia as a law requiring large digital platforms to pay local publishers for news content comes into effect, affecting LinkedIn’s news distribution. Meta has become one of Microsoft’s largest AI customers, with a major spend on Azure AI infrastructure and services. Microsoft Advertising introduced an agentic commerce blueprint that uses AI tools to reshape how brands run digital shopping and ad campaigns. Consider exploring other stocks...

AWS just posted its fastest growth in 18 quarters, yet Amazon shares have cooled off while its fundamentals have raced ahead. One corner of its valuation tells a very different story from what the stock price suggests.

The stock has lagged the market, but is showing new signs of life.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

According to Rosenblatt’s Scott Devitt, Amazon (NASDAQ:AMZN)’s leading position in artificial intelligence remains underappreciated. This bold claim was made in a recent research note on August 19, where Devitt initiated coverage on the stock with a $335 price target. The firm anticipates AWS to exit 2026 at a 45% growth rate, compared with the Street’s […]

Microsoft Corporation (NASDAQ:MSFT)’s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July. The shares closed a strong 15.5% higher on July 30th, the day after Microsoft Corporation (NASDAQ:MSFT) reported its fiscal fourth quarter earnings. The results saw the firm beat […]

Expectations for AI stocks appear to be changing.

The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported.Anthropic could then beat OpenAI, the maker of ChatGPT, to market.

Realty Income checks all the boxes as a top dividend stock.

The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.

Nvidia gets the headlines, but Microsoft is quietly sitting on an asset that converts AI hype into locked-in revenue at a scale most investors haven't priced in yet.

The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.

Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.

The rest of tech just helped the Nasdaq overcome a chip stock slump. The tech-heavy Nasdaq Composite index was back up 0.6% after turning lower earlier in the session. The Dow Jones Industrial Average was up 422 points, or 0.8%.

The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction.

PRGS vs. MSFT: Which Stock Is the Better Value Option?

A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets and real-world returns is about to meet its biggest test.

Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.

Las Cruces solar contractor posts 746% three-year revenue growth, landing in the top 10 percent of America's fastest-growing private companies Sunforce Solar official company logo. LAS CRUCES, N.M., Aug. 21, 2026 (GLOBE NEWSWIRE) -- Sunforce Solar, a residential and commercial solar installation company headquartered in Las Cruces, New Mexico, has been ranked No. 460 on the 2026 Inc. 5000, the annual list of the fastest-growing private companies in America. The company earned its place with 746

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]

Meta Platforms (NasdaqGS:META) has become one of Microsoft's largest AI customers, according to recent internal discussions. The company is exploring a new API business that could let external developers tap Meta's own AI infrastructure. The plan aims to reduce Meta's reliance on outside vendors while creating a potential revenue stream from its internal compute stack. The shift highlights how large tech groups are rethinking AI infrastructure partnerships and in house capacity as of August...

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

Fidelity's so-called high dividend ETF hides a portfolio that would surprise most income investors, and understanding who it actually benefits requires looking past the yield altogether.

In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...

Twilio (TWLO) is back in focus after the company scheduled a presentation at Canaccord Genuity's 46th Annual Growth Conference on August 12, 2026, drawing fresh attention to the stock's recent momentum profile. See our latest analysis for Twilio. Twilio's recent inclusion in a momentum-focused stock screen and its upcoming conference appearance come after a strong run, with a year to date share price return of 58.93% and a 1 year total shareholder return of 117.78%, even though the share...

The cybersecurity leader's shares have cooled off just as management is heating up its AI-driven growth story, creating a puzzle for investors.

While Microsoft plans to increase capital expenditures again in fiscal 2027 as it expands AI infrastructure to meet customer demand, higher spending is helping accelerate revenue growth.

ADP's 20% net margin and $5.2B free cash flow contrast sharply with Microsoft's 40% margin and $67B cash generation, revealing starkly different paths to shareholder value.

LANGLEY, B.C., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Tru Cooperative Bank, formerly First West Credit Union, has been named an IDC CIO Awards Canada 2026 winner for its leadership in digital transformation and innovation. The award honours organizations that use technology to deliver measurable business value, transformational impact and innovation. Tru Cooperative Bank earned the recognition for modernizing digital banking for its more than 289,000 members and, together with strategic partner VeriP

Quantum computing is emerging as one of the more promising areas of the technology industry, offering the potential to solve certain problems far beyond the practical capabilities of today’s computers. While the technology remains relatively early in its development, expectations for the market have continued to grow.Summer Sale - Claim 70% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Exxon and Chevron just reported the same quarter with two completely different bets on where energy profits come from next. One is selling electrons to Microsoft for the next 20 years while the other doubles down on molecules, and only one of those strategies wins in a world where AI rewires the grid.

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you.

North.cloud today launched North v3, a platform-wide release that brings cloud, AI, and data spend into a single system. The release adds Microsoft Azure, completing North's coverage across all three major hyperscalers. It also introduces native integrations with OpenAI, Anthropic, and Snowflake, and an upgraded autonomous commitment management engine that purchases and adjusts cloud commitments automatically.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

GREENVILLE, S.C., August 20, 2026--ScanSource, Inc. (NASDAQ: SCSC), a leading technology distributor uniquely positioned to address complex technologies, today announced a definitive agreement to acquire MicroAge. MicroAge is a leading IT solutions integrator, managed services provider (MSP), and digital transformation partner, helping businesses design, implement, secure, manage, and optimize their IT environments. The acquisition strengthens ScanSource’s reach into strategic growth technologie

Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" soc

FEATURE Reviewing past stock picks is one of the most valuable habits an investor can build. Each win or loss reveals clear lessons about your research, assumptions, risk control, and emotions, turning experience into sharper judgment and fewer repeated mistakes.

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

Zoom stock rallies on a bullish Bank of America research note. Here’s why BofA recommends buying ZM shares at current levels.

VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

In the second quarter of 2026, Allstate reported revenue of US$18,596 million and net income of US$3,271 million, with earnings per share rising sharply year over year. Alongside these stronger results, Allstate completed a buyback of 6,727,692 shares for about US$1.40 billion, signaling active capital returns to shareholders. We’ll now explore how these stronger earnings and the completed share repurchase program may influence Allstate’s broader investment narrative. The best AI stocks...

Azure's contracted demand gives Microsoft a stronger defense against AI-return anxiety.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.

While rivals commit hundreds of billions to AI infrastructure, Apple's restrained capital approach has made its stock a hedge against volatility

SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.

Azure just crossed a milestone the bears called impossible, Copilot is scaling fast, and yet Microsoft shares are flat on the year. Something in that disconnect points toward a target most analysts haven't dared to model.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

Owning shares of Microsoft gives you exposure to quantum computing's potential without sacrificing profits.

OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most valuable private company runs out of runway.

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

In early August 2026, ZoomInfo reported a goodwill impairment of US$650.5 million, modest year-on-year revenue growth to US$310.4 million in the second quarter, and raised its full-year 2026 revenue guidance to US$1.21 billion while continuing a large share repurchase program. At the same time, multiple customers cited very large lifts in qualified deals, higher connection rates, and cleaner data from ZoomInfo’s AI-driven go-to-market platform, and the company launched a connector that...

Getting there from today's value takes about 10% a year. The software giant just grew earnings three times that fast.

Microsoft stayed positive while most megacaps fell, showing where investors still see measurable AI returns.

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Microsoft (NASDAQ:MSFT) and the rest of the automation software stocks fared in Q2.

Azure and AI earnings reset the conversation around Microsoft stock Microsoft (MSFT) just reported quarterly results with Azure topping US$100b in annual revenue and 30 million paid Microsoft 365 Copilot seats, putting its AI and cloud spending under a fresh investor spotlight. Those numbers arrive after a strong month for the stock, with the share price up about 22% even though it is roughly flat for the year and lower over the past 12 months on a total return basis. See our latest analysis...

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge...

Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI spending wave flips from cost center to earnings engine.

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.

Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked number buried in the earnings report could determine whether this stock doubles Wall Street's expected upside by 2027.

A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses to announce.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

Synthefy today unveiled its foundation-model platform for structured data. The company's Structured Data Foundation Models (SDFMs) bring foundation-model intelligence to the numbers, tables, transactions, and signals that drive the physical and digital economy without building and training a separate model for every problem.

Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced advancements to Cloud Rewind, expanding Microsoft Azure resource coverage for configuration protection and recovery. Through this expansion, Commvault is helping organizations more rapidly restore cloud applications and the resources that support them.

On August 11, 2026, Inc. revealed that Eastwall is No. 117 on the 2026 Inc. 5000, the annual ranking of the fastest-growing private companies in America. Eastwall, a top Microsoft partner and services firm specializing in Microsoft Azure, posted three-year revenue growth of more than 2,400 percent from 2022 to 2025.

SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.

Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.

A prolonged delay would have affected Nebius’ ability to bring capacity online for Microsoft on schedule.

(Updates with additional details in the sixth, seventh, and eighth paragraphs.) Nvidia (NVDA) sai

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

Take-Two Interactive Software, Inc. has reported past first-quarter 2026 results, with sales of US$1,422.8 million, revenue of US$1,533.9 million and a wider net loss of US$34.1 million, while also issuing guidance for a second-quarter net revenue range of US$1,420 million to US$1,470 million and a full-year 2027 outlook that now includes a small net profit. The combination of rising top-line revenue alongside a guided shift from quarterly losses to modest full-year profitability gives...

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

Morgan Stanley sounds the alarm on hyperscaler creditworthiness. Should Microsoft investors be worried?

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

This Bitcoin miner became one of the market's highest-growth neocloud companies.

The tech stock has been rallying since it posted earnings last month.

Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc

While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.

Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do they all see something the market is missing, or are they walking into a trap?

The next AI bottleneck may have little to do with chips

MSFT's expanding 365 seats and premium E7 adoption can fuel revenue growth as Copilot gains traction across enterprise workflows.

Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign or a buying window depends on what happens next with the most expensive bet in tech history.

The market keeps pricing Oracle like a legacy database company, but the numbers underneath tell a completely different story about where enterprise AI infrastructure is actually being built.

Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.

Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back

The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Taiwan Semiconductor has its fingerprints all over the modern data center.

Most dividend ETFs quietly blacklist the stocks powering the AI rally, forcing investors to choose between income and growth. Three funds built different rules, and the tradeoffs between them are not what most people expect.

Microsoft Corp (MSFT) stock looks attractive to short-put MSFT investors. They can set a lower buy-in point and also collect income while waiting by shorting out-of-the-money put options.

Microsoft's successful AI strategy has legs.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 48.1% over the past six months, outpacing the S&P 500’s 13.1% rise.

While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.

Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth away for a fatter yield.

Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about which one belongs in your portfolio.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

Musk's bold claim suggests SpaceX could spend huge sums on data centers.

The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...

Institutional investors pulled back slightly from key stock market segments such as semiconductors, AI infrastructure and megacap technology companies during the second quarter, with few big bets in either direction, U.S. Securities and Exchange Commission filings show. A Reuters analysis of quarterly 13F filings from 6,371 pension ‌funds, hedge funds, wealth managers and other institutional investors reveals a narrow gap between the number of investors increasing their positions and those redu

The best stocks to give your grandchildren have certain qualities in common. Here, we let you know what those are.

Denise Dresser exited after eight months and Brad Lightcap after eight years, while OpenAI’s foundations start to look shaky.

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

Adobe shed nearly a third of its value from peak to trough as Wall Street declared its creative empire vulnerable to generative AI, but a string of record earnings and a tripling of AI revenue are forcing a rethink of that verdict.

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

Apple's Services segment just posted a record quarter while Siri AI prepares to reach 2.5 billion active devices, and the combination is forcing a serious reassessment of where this stock goes over the next 12 months.

OpenAI’s annualized revenue has topped $40 billion, roughly double its level at the end of 2025, with President Greg Brockman saying the run rate jumped more than 20% in July alone. The surge comes just as the price of AI...

Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.

Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.

Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.

Both companies are in a heated race to build out AI computing capacity.

In August 2026, Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and...

Chevron has delivered a strong 154.0% return over the past five years, yet both a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a discount to those valuation checks. Over the last 5 years Chevron has returned 154.0%, which puts fresh focus on whether the current price still leaves room compared with its intrinsic value estimate. Chevron's growing role in powering AI data centers through projects like its long term Microsoft...

In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart’s effort to broaden its appeal to families across both physical and digital channels. We’ll examine how this earnings countdown, coupled with...

Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model.

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

Washington Mutual Investors Fund runs on a set of rules that permanently ban certain companies from its portfolio, no matter how attractive the price. Whether that constraint helps or hurts shareholders is a more complicated story than most screened-fund pitches suggest.

VGT holds hundreds of technology stocks, but the number of holdings tells a very different story than where your money actually ends up. Before putting a quarter million dollars into this fund, there is a concentration question most investors never think to ask.

Pershing Square believes Azure capacity investment and Microsoft 365's embedded position can sustain high-teens earnings growth.

Microsoft is reportedly on track to make its first retreat from carbon removals since 2023, even as its AI-driven emissions climb by 25%.

Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...

One revenue opportunity may be much larger than expected

Microsoft stock gets a stunning price target hike on AI growth

OpenAI's IPO target is colliding with SoftBank's 2027 deadline.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why.

Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We’ll now explore how Microsoft’s acceptance of Horizon 1...

Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.

STORY: ''There is a shift in strategy in recent years where they are hoping to get contracts from well-funded, very large Chinese firms that are looking to expand overseas.'':: How is Microsoft maximizing it's minor market in China? :: Beijing, China / August 13, 2026 :: Eduardo Baptista,  Chief technology correspondent:: September 23, 2015 ''So the relationship between Microsoft and China is three decades long, and it's very deep. And it began in the nineties with a lot of investment from the c

SpaceX is seeking to aggressively expand its data center capacity.

IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the...

Microsoft shares could stay on fire.

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions.

Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be held in his investment funds including his newest offering ‌Pershing Square USA, which was listed on the New York Stock Exchange in April. Along with Netflix, which Ackman held briefly in 2022 before selling ​at a loss, his funds are also investing in eye care

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.

The rebound may have just begun for these two companies.

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.

Adyen raised its revenue growth forecast on Thursday, sending the shares 11% higher ‌and offering investors some relief after a year during which the ‌Dutch payments processor lost more than a third of its market value. Adyen now expects its net ​revenue to grow between 21% and 23% in 2026, having previously guided for 20% to 22% growth. The hike was driven by the recent acquisitions of Talon.One and Orb, Adyen's first deals in 20 years of its history, co-CEO Pieter ‌van der Does told Reuters.

Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyday productivity tools is a wider...

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.

Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.

Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.

Microsoft's custom processors could reduce AI costs, but they also require substantial investment before delivering meaningful scale.

The tech giant has been on a roll over the past two weeks.

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.

Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft’s clinical AI advancements, Google’s expanded Vertex AI vertical models, NVIDIA’s domain-specific NIM microservices, and IBM’s compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key ve

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

Palantir slid 2.2% and Microsoft dipped 2.3%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to give.

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.

Microsoft has gone from looking overpriced to a compelling long-term buy as its AI and cloud businesses continue to drive strong growth, at a valuation that no longer seems excessive.

(Bloomberg) -- Norway’s sovereign wealth fund, the world’s largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Posi

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

TransAct Technologies (NASDAQ:TACT) reported second-quarter net sales of $13.9 million, up slightly from $13.8 million a year earlier, as growth in its food service technology business was partially offset by tariff-related customer refund adjustments and lower reported casino and gaming revenue. T

CoreWeave’s rapid sales growth is fueled by a growing backlog, now up to $130 billion from $99 billion at the end of March.

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]

Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced its custom Maia AI chips and sovereign cloud offerings, while also facing new regulatory scrutiny over Microsoft 365 Copilot-related subscription changes in the UK, Australia, and Italy. Together with a wave of partners embedding Microsoft 365 Copilot and Azure capabilities into their own products, these developments underline how deeply Microsoft’s AI and cloud...

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

C3.ai burns cash and relies on a handful of customers, while Salesforce generates billions in profit with a fortress balance sheet.

The tender offer values the ChatGPT maker at $852 billion as expectations for an IPO shift further into 2027.

SAN MATEO, Calif., August 11, 2026--Arkose Labs, the leader in agent trust, today announced it has once again been named to Inc. Magazine’s prestigious 2026 Inc. 5000 List of America’s fastest-growing companies. This marks the company’s fifth appearance on the annual ranking, driven by three-year revenue growth. Arkose Labs’ customer base includes Anthropic, Microsoft, Meta and Roblox, plus other Fortune 500 leaders in financial services, online dating, travel and gaming.

AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua

The demand behind the run was already in its subscription commitments two reports before the price moved.

Three household names are days away from their ex-dividend dates, and missing the cutoff by even one session means that specific cash payment goes to someone else. The clock is running on MSFT, AMGN, and MAR.

A massive liquidity move could give OpenAI more time

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

The company signed two back-to-back deals with obtain compute power from companies that are not hyperscalers. The audacity.

The bulls are back in control of Microsoft stock.

Three businesses have quietly turned patient shareholders into millionaires over multiple decades, and the competitive moats that drove those returns are facing their biggest tests yet in 2026.

Bernstein Raises Microsoft Price Target to $660, Pushes Back on AI Spending Fears

Microsoft just posted a quarter that sent the stock surging more than 30% in a month, but a blowout earnings report and a great business are not the same thing as a great entry point right now.

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.

Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative f

Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory and storage components. This situation, the CEO noted, has become unsustainable even though the company is doing its best to mitigate it. This pricing pressure has […]

Even if AI demand stalled, the new capacity could support its existing cloud business

Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions Chevron as a long term energy provider to AI hyperscalers, combining gas supply, carbon capture and renewable integration. Project Kilby reflects a shift in how energy is monetized as data center power demand grows with wider AI adoption. For investors watching how AI is reshaping demand for power, connectivity and hardware, this Chevron...

Between historical momentum trends, shifting Federal Reserve rate expectations, and earnings beats from market leaders, the current market backdrop suggests a higher market.

Four stocks built on investment-grade balance sheets and decades of payout discipline could quietly generate thousands in annual passive income without requiring you to touch a thing after you buy them.

Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. Industry reports point to growing use of Microsoft platforms in healthcare digital twin projects that model hospitals, treatment pathways and patient outcomes. These trends highlight Microsoft’s role in long term national AI buildouts and healthcare system modernization beyond standard cloud and productivity...

Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits close to the current share price and mixed signals from other metrics. After a sharp move in the tech sector and fresh optimism around Microsoft’s cloud and AI businesses, investors are weighing that strong track record against a relatively low overall value score. A...

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.

CHICAGO, August 10, 2026--Harbor, the leading provider of professional and technology services to the legal industry, today launched Harbor Deploy, a dedicated offering that puts AI to work inside law firms and corporate legal departments. Harbor Deploy embeds specialist teams, including forward-deployed engineers and delivery leads, directly inside client organizations to move AI from pilot into daily use that delivers measurable value.

Investing.com -- Bernstein reiterated an Outperform rating on Microsoft and raised its price target to $660 from $647 in a note on Monday, pushing back on a key part of the bear case that the company is overbuilding AI capacity.

Analyst Issues Bullish Microsoft Stock Call as AI Spending Pays Off

During an interview with CNBC, Ives said that to some extent, earnings of big tech companies have “almost” caught up with valuation.

Opportunities span sovereign AI data centers and GPU clusters, compliant cloud and orchestration platforms, cybersecurity and confidential computing, modular cross-jurisdiction solutions, energy-efficient cooling, renewable power and resilient supply-chain partnerships. Sovereign AI Infrastructure Market Sovereign AI Infrastructure Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Sovereign AI Infrastructure Market Till 2040: Distribution by Type of Component, Deployment Model, Infrastructur

Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue outlook, a combination that has sharpened investor focus on the stock. See our latest analysis for LegalZoom.com. LegalZoom.com’s launch inside Microsoft 365 Copilot and interest in M&A comes after a period of weak momentum. The stock’s 7 day share price return is down 30.06% and its 1 year total shareholder return is...

Reaching $13,000 a month in dividends sounds like a capital problem, but the real trap is choosing the wrong yield tier and watching income quietly erode while you sleep. Three buckets can get you there, each with a very different cost hiding beneath the headline number.

"This past year has marked our third highest fiscal for top line revenue in Blizzard's history."

Retiring on dividends at 60 sounds straightforward until you realize the yield tier you choose today could mean the difference between an income stream that doubles over a decade and one that quietly erodes your nest egg.

Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated

The latest monthly jobs report could take the pressure off the Fed to hike rates.

Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud leadership with an advancing quantum platform.

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 million common stock shelf registration for 4,500,000 shares tied to an ESOP. Investors now have an initial full-year 2026 view on RYTELO, with Geron guiding to net product revenue between US$220 million and US$240...

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.

Chevron's West Texas data center deal with Microsoft may jumpstart a new Big Ol and AI trend.

Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...

Also in Weekend Reads: Kevin O’Leary’s investing strategy, a 9% dividend paired with lower stock-market risk and advice from the Moneyist.

Azure revenue surged 43% as AI demand outpaced capacity, driving record quarterly results.

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.

Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 4% over the past year and are up by 5% year-to-date. The year’s gains are due to a strong fourth-quarter earnings performance. Microsoft Corporation (NASDAQ:MSFT)’s stock closed 15.5% higher on July 30th as it reported its fiscal fourth quarter earnings on July 29th. The results saw the firm […]

Datadog (DDOG) delivered stronger-than-expected Q2 as revenue growth accelerated and demand remained

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Yahoo Finance's Julie Hyman reports on Atlassian's (TEAM) 34% stock surge following strong fourth-quarter earnings and cloud growth, while analyzing broader software sector trends and ETF indicators on AlphaSpace.

Wall Street expects second-quarter revenue of about $2.55 billion.

Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...

The Hyderabad facility is part of Microsoft's $20.5 billion cloud and AI investment commitment to India

Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone else's technology first. The instruction came from deep inside Microsoft's engineering organization, and it says as much about the economics of AI ...

Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the week. Here is what the numbers reveal about who is right.

Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut

High expectations leave little room for disappointment.

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]

Tech stocks were mixed late Thursday afternoon with the State Street Technology Select Sector SPDR E

Microsoft's revenue has grown every quarter in the past two years, while ADP swings between peaks and troughs -- a divergence that reveals starkly different business models.

Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.

During August 3’s episode of CNBC’s Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July’s eighth-best performer in the S&P 500. After lagging broader tech indices for much of the year, Microsoft posted a massive 24.6% monthly gain, driven by a post-earnings surge: Eighth place, Microsoft, up 24.6%, with most of that gain […]

Amazon (NASDAQ:AMZN) crossed a market value of $3 trillion for the first time on August 3, with shares jumping 5% to a record $285.01. The stock is up more than 23% this year, and it took just over two years to add that latest trillion after Amazon first closed above $2 trillion in June 2024. […]

(Bloomberg) -- Microsoft Corp. announced its fourth data center region in India is up and running as part of a broader $20.5 billion investment in the country to build out cloud and artificial intelligence capabilities. Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksWhy Do Data Centers U

Microsoft stock is bouncing back after a year in the doldrums.

Microsoft price prediction as Citi raises its MSFT target to $600 after strong Azure earnings, with CoinCodex forecasting a similar move toward $600.

Chevron just posted record production, slashed debt by billions, and locked in a 20-year AI power deal with Microsoft, yet analysts see a surprisingly narrow path ahead for the stock.

Microsoft announced its fourth cloud region in India and its largest data center deployment in the country.

Hexaware Technologies (NSE: HEXT), a global provider of IT solutions and services, today announced it has become a member of the Microsoft Intelligent Security Association (MISA), an ecosystem of leading software development companies and security services partners that integrate with Microsoft Security to help organizations stay ahead of evolving threats.

Microsoft launched its largest India data center in Hyderabad on Thursday and has signed up ‌Adani Group and HDFC Bank among early users ‌as it races rivals for the country's fast-growing AI market. The Windows maker has ‌committed about $20.5 billion to ⁠expand its India opreations, betting on a market of more than 1 billion internet users and ⁠one of the world's deepest pools of tech talent. • Azure, Microsoft's cloud-computing arm, has posted double-digit revenue ​increases in ​India for th

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.

SAN ANTONIO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a global enterprise AI infrastructure and solutions provider, today announced the appointment of Pranav Nambiar as Senior Vice President and General Manager, AI Infrastructure. Nambiar will lead the infrastructure, operating model, partnerships and go-to-market strategy behind Rackspace's AI infrastructure offerings, further strengthening the company's position as a governed, model-agnostic operator of AI in prod

Moby summary of A10 Networks, Inc.'s Q2 2026 earnings call

Investors have not missed out quite yet after Microsoft's post-earnings rally.

(Bloomberg) -- Nintendo Co. reported stronger-than-expected earnings buoyed by tariff refunds from the US and strong sales of a pair of in-house titles for its flagship Switch 2 console.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosure

Hexaware Technologies (NSE: HEXT), a global provider of IT solutions and services, today announced it has become a member of the Microsoft Intelligent Security Association (MISA), an ecosystem of leading software development companies and security services partners that integrate with Microsoft Security to help organizations stay ahead of evolving threats.

A10 Networks (NYSE:ATEN) reported second-quarter revenue growth of 15.5% as demand for its application networking and security offerings benefited from AI-related traffic, latency and security requirements. The company raised its full-year revenue and earnings outlook, citing results through the fir

Hexaware Technologies (NSE: HEXT), a global provider of IT solutions and services, today announced it has become a member of the Microsoft Intelligent Security Association (MISA), an ecosystem of leading software development companies and security services partners that integrate with Microsoft Security to help organizations stay ahead of evolving threats.

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha

IFI Techsolutions Limited ("IFI Techsolutions"), a global cloud solutions and managed services provider, today announced that it has achieved the Microsoft Azure Cloud Security specialization, demonstrating its expertise in helping organizations secure, govern, and manage cloud environments on Microsoft Azure.

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

The investment is starting to pay off.

Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...

Amazon recently joined an exclusive group of companies with market caps worth more than $3 trillion.

The Dow Jones Industrial Average weathered a slide in a handful of key stocks on Wednesday to notch its third closing high in a row. The Nasdaq Composite dropped 0.8%. While the S&P pulled back from its previous closing high, the Dow marked its 24th of the year and third in as many days.

If you hold shares, you're already carrying exposure to a potential swing that could redefine the stock's value over the coming year.

(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.

Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.

More capable AI could create multiple different profit opportunities.

PRGS vs. MSFT: Which Stock Is the Better Value Option?

PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

WOBURN, Mass., August 05, 2026--VEIR announces addition of Ulrich Spiesshofer and Jennifer Vigreux to board of directors and appointment of Greg Mongeau as COO.

Microsoft stock is on a four-day winning streak after breaking out of a cup base at a pivot of 466.32 amid an earnings beat.

Kenya's Nairobi Securities Exchange is creating East Africa's first AI stocks-focused exchange-traded fund, which it plans to offer to investors before year-end, its CEO said. The Nairobi market attracts a sizeable ‌proportion of foreign equity investors given its profitable banking sector and telecoms operator Safaricom, but it does not currently ‌offer exposure to AI stocks. "We want essentially to be able to bring a product to our market where the underlying basket is a reflection of compan

Stock markets mostly climbed on Wednesday as investors digested a wave of company earnings that have broadly surpassed expectations, while assessing the chances of a US-Iran deal to reopen the Strait of Hormuz. His comments to Fox News came as Axios reported that the United States, Iran and Oman were nearing an interim deal to reopen the strait, which Washington was hoping to announce Wednesday.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

Shopify issued a rosy third-quarter forecast on Wednesday as the company's AI efforts draw more merchants to its suite of e-commerce services, assuaging fears over ‌growing competition and sending its shares up more than 18%. The strong outlook and a market-beating June quarter ‌show that AI is shaping up to be a major growth driver for Shopify, and no longer the threat it was once ​expected to be, with chatbots such as ChatGPT and Claude increasingly becoming better at handling routine tasks f

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Retail sentiment on Stocktwits has improved, turning ‘neutral’ on SPY, and ‘bullish’ on QQQ.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

In its most recent quarter, Microsoft Cloud's revenue was $59.3 billion, up 27% year over year,

Advanced Micro Devices reported solid but unspectacular second-quarter earnings and its shares were falling more than 8% ahead of the open of trading Wednesday. While investors were focused on the chip maker’s earnings call, SpaceX CEO Elon Musk delivered a blow, revealing that the rockets and satellites company will be exclusively using chips from AMD rival Nvidia “Going forward we’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architec

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spendin

Southern Copper Corporation previously declared a US$1.10 per-share cash dividend for the second quarter of 2026, payable on August 27 to shareholders of record as of August 11, while also reporting year-on-year declines in mined volumes for copper, molybdenum, zinc and silver. Even with lower production, the company delivered record-breaking quarterly results as historically strong metal prices more than offset the volume declines. Next, we’ll examine how record financial results driven by...

Dow Jones AI giant Microsoft stock is breaking out past a buy point following last week's earnings-fueled surge that saw the stock rally 21%.

Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.

The recent dip in AMD's stock price appears to be a buying opportunity.

The Dow Jones Industrial Average rose 1.9%, or 1008 points. The Nasdaq Composite gained 2.3% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

Microsoft (MSFT) has just delivered another strong quarter, with rapid Azure growth, rising Microsoft 365 Copilot usage, and expanding large-enterprise cloud deals helping the company turn heavy AI capital spending into visible business momentum. See our latest analysis for Microsoft. Microsoft’s latest earnings and AI momentum have been reflected in the share price, with a 7 day share price return of 23.97% and a 30 day share price return of 24.88% lifting the stock to $487.65. At the same...

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.

Darktrace / SECURE AI will bring its organization-specific behavioral risk signals into Microsoft Agent 365, helping customers identify anomalous or suspicious agent behavior that may indicate compromise, misconfiguration, or unexpectedCambridge, UK, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Darktrace, a global leader in behavioral security, today announced that it is among the first cybersecurity companies selected by Microsoft to contribute organization-specific behavioral risk signals to the Microsof

CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.

The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.

Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.

Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.

The Dow opened at a fresh record high for the second day in a row. Today's gains were driven by Caterpillar stock after the company crushed earnings. The blue chip index was up 1.1%, or 583 points. Caterpillar stock gained 9%, adding over 445 points to the blue chip index.

The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.

The Dow is on track to open at a fresh record high for the second day in a row after Caterpillar crushed earnings. Dow futures were up 1.2%, or 622 points. Caterpillar stock gained more than 11% in premarket trading, adding over 564 points to the blue chip index.

(Corrects the direction of Microsoft's stock move in the sixth paragraph.) US equity indexes ende

ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.

Both Microsoft and Amazon are coming off terrific earnings reports.

The Bank of N.T. Butterfield & Son Limited recently reported past second-quarter 2026 results, with net interest income rising to US$95.61 million while quarterly net income eased to US$46.91 million, and also declared a US$0.50 per-share dividend payable on August 26, 2026. Although quarterly earnings per share declined year on year, six-month results showed higher net income and earnings per share, reflecting resilient performance alongside growing interest-earning assets and fee-based...

Microsoft’s Q4 results and the ensuing rally injected fresh life into the stock, which has lagged for most of this year.

Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

After their toughest month in over a decade, could semiconductor stocks be due for a rebound?

Stock Market Today: The Dow Jones index pops as oil stocks lag amid Trump Iran moves. Amazon clears a milestone. A Cathie Wood trade pays off.

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

Microsoft extended its historic earnings rally after Azure growth exceeded expectations and strengthened confidence in its AI spending.

Apple has been a much hotter stock than Microsoft over the past year, but things could change drastically in the not-too-distant future.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

The Dow Jones Industrial Average closed Monday at a fresh record, and the S&P 500 wasn't too far off its a record of its own. The Dow rose 1.3% or 693 points, setting a fresh record close. The Magnificent Seven were pulling their weight, shaking off recent underperformance.

Supply shortages and below-consensus guidance continued separating Apple from the broader mega-cap technology rally.

The new valuation raises expectations for Amazon's AI returns

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Microsoft stock has been on a roll following its recent earnings report.

Goldman Sachs just made a bold call that the biggest AI profits are no longer coming from chips and data centers, and one software giant sits at the center of that shift.

BUILDSTR today announced the acquisition of Senzu Cloud, a cloud services firm specializing in cloud modernization, managed services, FinOps, and site reliability engineering. The acquisition strengthens BUILDSTR's engineering capabilities and expands the expertise and resources available to customers.

Amazon shares jumped 4.6% to $284.02 Monday, a new all-time closing high, according to Dow Jones Market Data. Amazon also closed above a market value of $3 trillion for the first time ever on Monday. It’s the fifth company to reach this milestone, after Apple Microsoft Nvidia and Alphabet Amazon first closed above a $1 trillion market cap on Feb. 4, 2020 and notched a $2 trillion market cap on June 26, 2024.

MSFT's record-breaking rally post earnings release fuels AI enthusiasm and boosts tech ETFs with strong MSFT exposure.

Microsoft stock rallies as Azure growth proves its AI gamble is working

All three major US stock indexes were up in late-morning trading Monday after President Donald Trump

Microsoft soundly beat expectations when it posted its Q4 numbers last week.

Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?

Microsoft stock broke out of a cup base on Monday following its beat-and-raise earnings report last week.

Wall Street stocks opened the week firmly higher, as Microsoft and Amazon put some further Big Tech weight behind the rally that started last week. The Dow Jones surged 604 points, or 1.2% in early trade, while the S&P 500 gained 0.7% and the Nasdaq climbed 0.9%. Microsoft led the...

With Microsoft 365 as its first ecosystem, WISE brings insights, guidance, and actions into the tools businesses already use WISE extends Paychex’s workforce intelligence beyond HCM software into collaboration and productivity toolsMicrosoft 365 is the first ecosystem in Paychex’s broader channel expansion strategy, with WISE now available in Microsoft 365 Copilot and TeamsThe platform is designed to help Paychex and its partners expand HCM capabilities across digital workflows ROCHESTER, N.Y.,

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

The tech giant is getting its mojo back.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Microsoft's AI and cloud momentum, Palo Alto's cybersecurity growth, and American Express' premium strategy headline today's top analyst reports.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

Microsoft's earnings report was a big win for bulls.

3 August 2026, 08:30 CET ArcelorMittal today announces an expansion of its collaboration with Microsoft, accelerating the company's transformation into a data-driven, AI-enabled organization and strengthening the digital foundation that underpins its industrial competitiveness. This latest announcement anchors ArcelorMittal's "Cloud First, Data Centric" strategy, with Microsoft Azure as the company's primary cloud computing platform. Azure will serve as the backbone for modernizing core IT syste

The AI leader's sales and profits are expanding at a rapid pace.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Owner Microsoft doesn’t release many performance details, but LinkedIn CEO Daniel Shapero said there was also double-digit member growth.

Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.

Microsoft's revenue has climbed steadily while Apple's swings wildly with the calendar — but the gap between them is narrowing.

Microsoft Corp. used its fiscal fourth-quarter earnings call to deliver upbeat updates on Azure, Copilot and AI spending. But one of the company’s most consequential messages for investors wasn’t about cloud growth or capital expenditures — it was about the...

Microsoft's stock still looks attractive after its recent price jump.

Investors looking to add one of these tech giants to their portfolios have an easy decision to make.

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Bill Ackman is an avid investor who can spot major value.

This isn't the first rally we've seen in Microsoft's stock this year.

Microsoft is betting that AI-powered security tools can help organizations fight attacks faster.

Should you buy Apple at a near-$5 trillion valuation?

Microsoft will spend more on data centers throughout fiscal 2027.

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.