Microsoft

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.

WEC Energy Group (NYSE:WEC) reported second-quarter 2026 earnings of $0.91 per diluted share, up $0.15 from the same period a year earlier, and reaffirmed its full-year earnings guidance of $5.51 to $5.61 per share, assuming normal weather for the remainder of the year. President and Chief Executiv

Southern (NYSE:SO) reported second-quarter 2026 adjusted earnings of $1.13 per share, up $0.21 from the prior-year period and $0.13 above the company’s estimate, as higher electricity usage, customer growth and construction-related earnings supported results. Chief Financial Officer David Poroch sa

Like SpaceX, five of the seven Magnificent Seven stocks sank below their IPO price during the first year after their IPO.

Grid Dynamics (NASDAQ:GDYN) reported second-quarter revenue and profitability above its guidance range, as the technology services company pointed to expanding demand for artificial intelligence programs, deeper relationships with major technology and financial-services customers, and progress in ph

After a whipsaw end to the month, the stock market’s decline was highlighted by the worst month for chip stocks in 24 years.

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.:: AmazonAmazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.Meanwhile, shares of Apple tumbled more than 7% after a disappo

Microsoft extended its advance after Azure guidance and a $50 billion quarterly investment plan drove a historic rally.

US equity indexes rose this week as investors selectively rewarded big tech for delivering evidence

Microsoft Corp. CEO Satya Nadella said Copilot is rapidly evolving from a chat assistant into autonomous AI agents with more than double the seat additions quarter-over-quarter. Copilot Seats Top 30 Million During the company’s fourth quarter earnings call on Wednesday,...

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Microsoft added $450 billion in market value in a single day after posting $90 billion in quarterly revenue.

Microsoft's revenue nearly quintupled Accenture's in the latest quarter, a gap that has only widened over two years.

Higher interest rates and profit-taking outweighed evidence that cloud and device companies need increasing quantities of memory chips.

Chevron (NYSE:CVX) reported second-quarter 2026 earnings of $12.1 billion, or $6.11 per share, as higher upstream realizations, production volumes and refining margins lifted results. Adjusted earnings were $12 billion, or $6.06 per share, while cash flow from operations excluding working capital to

Investing.com -- A packed week of Big Tech earnings produced significant moves in both directions, with memory stocks experiencing significant volatility.

The varied reactions to recent earnings reports underscore the market’s broader indecision. That’s worrying.

OpenAI argued that AI infrastructure is valuable not because of its scale, but because it enables more capable intelligence at a lower cost.

Microsoft faces an August 11 Copilot lawsuit deadline, days after the biggest one-day market cap gain in US history.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Meta and Microsoft both reported the same week, both spending billions on AI infrastructure, yet Wall Street greeted them very differently. The reason comes down to one thing neither CEO said outright.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

One market level could validate Microsoft's renewed momentum

Microsoft's shares just surged 15% on earnings, yet the stock still lags where it started the year. Before you dismiss the move as too late, there are two fundamental signals buried in the results that the market has not fully priced in.

Wall Street sees stronger returns behind massive infrastructure spending

Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates. Sales rose 28% year over year to $60.8 billion, ahead of the $60.3 billion Wall Street wanted, and ad impressions climbed 14%. Investors aren’t punishing Meta’s ad business, they’re punishing what it costs to run. Why Did it Tank? What […]

IES Holdings shot up 31% on Friday after giving a strong outlook for AI data centers. Big Tech names Microsoft and Amazon also soared.

Microsoft just handed investors a capex surprise that sent the stock soaring 15% in a single session, and one analyst keeps adding to the position despite a free cash flow figure that would make most buyers flinch.

Strong Azure growth and heavy trading volume pushed the shares above a closely watched technical level.

These US stocks to watch in August cleared a big earnings week that split Wall Street over who is really paying for AI.

Microsoft just delivered a record-breaking quarter with Azure crossing a massive milestone, yet shares are down nearly 19% this year. Here is what the numbers reveal about whether a bold 2027 price target is within reach.

Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.

After a week of wild swings that rattled portfolios and left investors guessing, Wall Street analysts are already reshuffling their ratings on Friday morning, with some surprising cuts and upgrades across sectors from utilities to gaming that could reshape how you think about your positions.

Microsoft Stock Explodes 15% as AI Spending Concerns Fade

Microsoft added a record $450 billion to its market cap on Thursday, thanks to a nearly 16% post-results surge in the stock.

Amazon and Microsoft's fast-expanding data-center businesses show that the so-called hyperscalers can profit from artificial intelligence even if model development slows, said Amati Global Investors' Mikhail Zverev.

HOUSTON, July 31, 2026--Chevron Corporation (NYSE: CVX) reported earnings of $12.1 billion ($6.11 per share - diluted) for second quarter 2026. Included in the quarter were an asset sale gain of $230 million and pension settlement costs of $86 million. Foreign currency effects decreased earnings by $49 million. Adjusted earnings were $12.0 billion ($6.06 per share - diluted) for second quarter 2026. See Attachment 4 for a reconciliation of adjusted earnings.

STORY: From CXMT's big hitter IPO to Microsoft's largest one-day gain... This is the Week in Numbers. :: Week in Numbers :: 466%466% was how much shares of CXMT soared by in their Shanghai trading debut...catapulting the chipmaker to the top of China's stock market by valuation...despite a recent sell off in global tech stocks.Data showed the one-day surge was the largest among the world's 10 biggest IPOs this year by deal value.And lifted CXMT's market capitalization to $487.73 billion.CXMT has

Strong cloud results lifted Amazon and chipmakers, while Apple's service revenue shortfall sent its stock lower ahead of Friday's open

Tesla stock gained 3.5% on Thursday after earnings from tech giants Amazon and Microsoft gave investors hope the AI trade wasn't over.

The software giant's contracted future revenue now exceeds two full years of sales. Here's what that buys investors.

Sony on Friday hiked its full-year operating profit forecast by 8% to 1.72 trillion yen ($10.72 billion), ‌citing the strength of its gaming business. The Japanese conglomerate has received ‌plaudits for its pivot to entertainment, but the market is concerned about the impact of ​AI and a memory chip price boom on its business. In the April-June quarter, ‌group operating profit rose 40% ⁠to 476.5 billion yen, beating analyst estimates, due to the strength of the gaming and image sensors busine

Asian stock markets rallied Friday, led by a record surge of almost 18 percent for Seoul as technology firms performed a blistering recovery from an extended sell-off.Asian were led higher by a tech rebound following four weeks of blood-letting fuelled by worries over the vast sums being invested in artificial intelligence.

AI stocks skyrocketed today after a hedge fund blowup.

The best long-term investment stocks are built on strong brands, balance sheets and cash flow, and they pay reliable dividends that grow over time.

Microsoft (MSFT) stock spiked 15% in Thursday's trading session after delivering blockbuster results for its fiscal fourth quarter yesterday evening.

Massive single-day market cap gains prove once again that a few heavyweights can carry the entire market on their back.

STORY: U.S. stocks ended sharply higher on Thursday, with the Dow gaining more than one percent, the S&P 500 climbing one-and-two-thirds percent and the Nasdaq rallying more than two-and-three-quarters percent.:: MicrosoftShares of Microsoft soared more than 15% to log their biggest daily percentage gain in 18 years, after the tech giant gave a stellar forecast that eased fears about massive spending on AI infrastructure.That boosted overall market sentiment, says Mary Ann Bartels, chief investm

Coming into Thursday trading, Tesla stock had dropped for six straight days, losing 21% over that span.

The latest Big Tech earnings brought plenty of fireworks —and the conflicting reactions from Meta Platforms and Microsoft shed light on just what the is worried about right now. Both Microsoft and Meta are spending well over a hundred billion dollars this year on capital expenditures for new artificial-intelligence data centers. On that front, Microsoft and Meta had very different things to say.

Microsoft has finally cleared the cloud growth hurdle that's been impacting sentiment over recent periods, with shares popping as a result. Multi-year share underperformance and sound valuation offer a compelling opportunity for investors looking for a strong mega-cap tech option.

BlackBerry recently enhanced its BlackBerry AtHoc critical event response platform by deepening integrations with Microsoft Teams and Microsoft Entra ID, embedding emergency communications into tools employees already use. This move highlights BlackBerry’s push to make its secure communications and incident response capabilities more central to everyday enterprise workflows, potentially reinforcing its role in high-stakes security settings. We’ll now examine how the upgraded AtHoc–Microsoft...

On July 30, 2026, the e-commerce giant's earnings topped forecasts as it showed investors its heavy AI infrastructure spending is paying off.

Azure grew 43% as Microsoft forecast stronger cloud growth and maintained its underlying data-center expansion plans.

Revenue momentum may finally outrun massive infrastructure costs

Strong cloud growth and rising Copilot adoption kept analysts positive after the latest quarter.

Microsoft’s surge sparked a sharp rebound, but weakening technical patterns across the QQQ, S&P 500, and Dow suggest the rally may prove short-lived.

In midday trading on Thursday, Microsoft stock had surged 17% while Meta Platforms shares had sunk 9%. On that front, Microsoft and Meta had very different things to say. In the latest quarter, Meta’s cash flow was near zero after capex, while Microsoft had just shy of $20 billion, still enough to buy back some shares.

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

(Bloomberg) -- Microsoft Corp. is on track to record the largest one-day increase in market value for any stock in history.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionNasdaq 100 Gains 3% in AI Trade Revival After Rout: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningMeta Falls After Defending AI Bets to Skeptical InvestorsShares of the Redmond, Washington-based company soa

Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft's AI strategy, and why she believes investors are only beginning to appreciate the company's progress. She joins Ed Ludlow on "Bloomberg Tech."

Microsoft and Meta reported their earnings on Wednesday.

Microsoft's shares surge after a fiscal Q4 earnings beat. See why ETFs with significant MSFT exposure may offer diversified access to its AI and cloud growth.

Azure Powers Microsoft Higher as Revenue Beat Sparks Rally

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

Microsoft Corp (NASDAQ:MSFT) shares surged almost 17% on Thursday morning, putting the stock on track for its best single-day performance in nearly 18 years. Investors and analysts alike cheered earnings showed accelerating Azure growth and a sharp inflection in Copilot adoption. The...

Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion. The Wall Street Journal reported on July 26 that Nvidia was in talks to guarantee roughly $250 billion of financing for a proposed 10-gigawatt data center campus in southern Ohio, with OpenAI as a prospective […]

Microsoft stock is surging after its latest earnings report eased investor fears about its AI spending and revenue growth.

Coming into Thursday trading, Tesla stock has dropped for six straight days, losing 21% over that span.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Amazon stock is on a losing streak coming into its Q2 earnings report but the company could highlight AI enterprise momentum.

The Dow is up on the day despite 21 of its components trading lower. The nine components in the green were doing the heavy lifting, driving the blue chip index's 0.3%, or 151 point, rise. One of the Dow's heaviest-weighted components saw gains that helped offset the majority of underlying stocks falling.

Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]

Microsoft Corp. (NASDAQ:MSFT) shares surged 10.17% in pre-market trading to $430.26 after delivering a blowout fiscal fourth-quarter earnings report. The sharp post-earnings rally comes as tech analyst Dan Ives labeled the announcement the “most important of this earnings season” for gauging global enterprise artificial intelligence adoption. The Ultimate AI Barometer In a post on X, Ives emphasized that Microsoft’s performance serves as a crucial signal for the entire tech industry. “There will

SpaceX stock rose early Thursday as Elon Musk’s rocket and AI company tried to shake off recent losses with some help from the U.S. Space Force. The shares were up 1.6% at $114.29 in premarket trading, while and futures were up 0.4% and 0.2%, respectively. Its shares were up almost 9% after a strong earnings report.

Coming into Thursday trading, Tesla stock has dropped for six straight days, losing 21% over that span.

IDC Research Manager Filippo Vanara says "Nerdio represents a new generation of solutions built for the pressures organizations are facing right now"CHICAGO, IL, July 30, 2026 (GLOBE NEWSWIRE) -- Nerdio, the leading automated end-user computing (EUC) platform for Microsoft Cloud technologies, today announced that it was named a Major Player in two IDC MarketScape 2026 vendor assessments, the IDC MarketScape: Worldwide Desktop as a Service (DaaS) (#US54118526, July 2026) and the IDC MarketScape f

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.7%, and the actively tra

U. S. stock index futures pointed to a stronger opening on Thursday, with investors looking for a rebound after the heavy losses recorded in the previous session.

Wall Street cheered one tech giant's AI spending this week and punished another's, even though both reported strong revenue growth and both are betting their futures on artificial intelligence. The reason behind that split verdict reveals something important about where the AI investment cycle is heading.

Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...

Morningstar cheered Microsoft Azure’s strength and said near-term demand indicators for the company remain robust.

Microsoft surged on Thursday following a blowout quarter.

Commercial remaining performance obligations rose 84% to $678 billion

Microsoft poured another record sum into AI infrastructure — and Azure growth finally accelerated.

Microsoft (NASDAQ:MSFT) shares surged 8% in premarket trading on Thursday after the technology giant issued stronger-than-expected revenue guidance for the current quarter while leaving its capital spending plans for calendar year 2026 broadly unchanged. The upbeat outlook followed better-than-expected quarterly earnings, driven by continued strength in Microsoft’s cloud computing and artificial intelligence businesses.

The software company beat Wall Street expectations on revenue and earnings as Azure growth accelerated to 43% in the fourth quarter

European bourses tracked moderately higher midday Thursday as traders weighed the earnings season, s

Coming into Thursday trading, Tesla stock has dropped for six straight days, losing 21% over that span.

The Gates Foundation has been fairly devoted to Kraft Heinz, but not fully.

As artificial intelligence shifts computing from static software to intelligent assistants that work continuously on a user’s behalf, Microsoft Corp. (NASDAQ:MSFT) says the next phase of its AI business will be driven not just by software subscriptions but by how much customers actually use its AI tools. Usage-Based Pricing Broadens AI Monetization During its fourth-quarter earnings call, CEO Satya Nadella said Microsoft is evolving its commercial model beyond per seat to per seat plus consumpti

Microsoft Corp (MSFT) delivered a record fiscal year with Azure revenue surpassing $100 billion, while AI-driven demand continues to outpace capacity.

REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing

Microsoft (NASDAQ:MSFT) closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027. For the fiscal fourth quart

The hyperscaler impressed Wall Street by holding firm on AI spending.

Microsoft’s fiscal Q4 revenue of $90 billion topped Wall Street targets, while Copilot reached 30 million paid seats, and an investment in Anthropic delivered a $3.2 billion windfall.

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

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Rishi Jaluria, RBC Capital Markets managing director, software equity research, calls Microsoft's fourth-quarter earnings report "fantastic" and expects very high growth in capital expenditures next year. He speaks on "Bloomberg The Close."

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Microsoft posted strong results for its quarterly earnings on Wednesday, beating expectations and showing strong growth in its cloud computing platform and a boost in paid AI users. Analysts surveyed by FactSet Research had expected the company to earn $4.24 per share on revenue of $87.62 billion this quarter. Microsoft Cloud revenue was $59.3 billion this quarter, up 27% year-over-year.

Microsoft cloud unit grew at the fastest pace in four years, suggesting that the company's computing infrastructure and artificial intelligence services continue to make inroads with businesses. Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, the company said Wednesday in a statement. That was the fastest quarterly growth since early 2022, and topped analysts' average growth estimate of about 40%. Azure sales topped $100 billion for the first time during the fiscal

Microsoft (MSFT) delivered earnings and revenue surprises of +12.59% and +2.93%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

D.A. Davidson head of technology research Gil Luria reacts to Microsoft's fiscal fourth quarter earnings and revenue results, going on to explain two bear cases for the Big Tech stock.

Microsoft topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, a sign its massive spending on AI infrastructure was paying off as capacity constraints ease and more businesses adopt the ‌technology. Revenue at the company's Azure cloud-computing business rose 43% in its fiscal fourth quarter, compared with analysts' consensus estimate ‌of 39.98%, according to Visible Alpha. Shares of Redmond, Washington-based Microsoft were up about 3% in extended trading.

Microsoft Corp. on Wednesday announced that fiscal year 2026 fourth-quarter financial results are available on its Investor Relations website. The direct link to the earnings press release is https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q4/press-release-webcast.

Microsoft crushed Wall Street's targets for its fiscal fourth quarter thanks to cloud computing and AI strength. Microsoft stock rose late.

Technology giant Microsoft (NASDAQ:MSFT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 17.7% year on year to $90.01 billion. Its non-GAAP profit of $4.81 per share was 14.1% above analysts’ consensus estimates.

Microsoft Corp (NASDAQ:MSFT) reported fiscal fourth quarter results that topped Wall Street expectations on Wednesday, driven by continued strength in its cloud and artificial intelligence businesses, with shares rising about 2% in after-hours trading. For the quarter ended June 30, Microsoft...

Azure surpassed $100 billion in annual revenue as Microsoft’s cloud backlog jumped 84%, strengthening the revenue case for its costly AI infrastructure buildout.

Microsoft (MSFT) rise after reporting Q4 results. Market Domination Host Josh Lipton delivers the latest earnings details as the numbers cross the wire.

Microsoft on Wednesday reported quarterly revenue and earnings that beat Wall Street expectations, while announcing that annual Azure revenue has surpassed $100 billion.

Microsoft beat Q4 estimates as Azure grew 43%. Shares rose after hours while Bitcoin stalled below $64,000.

Pearson (FTSE: PSON.L) today announced the winners of the Certiport 2026 Microsoft Office Specialist World Championship, a global competition that recognizes students from around the world using Microsoft Office. Now in its 24th year, the championship highlights the value of Microsoft Office Specialist (MOS) certifications in preparing learners for academic and career success.

Microsoft's (MSFT) fiscal fourth-quarter results topped Wall Street's expectations, driven by a reve

Despite geopolitical and market challenges, KPIT Technologies Ltd (BOM:542651) focuses on strategic partnerships and innovation to drive future growth.

Investors are demanding evidence that Microsoft's expanding AI expenditure is producing stronger cloud adoption and financial returns.

Strong cloud demand may not silence spending concerns

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are cro

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. KLA stock is hit.

Microsoft's AI business is growing at a triple-digit pace yet the stock sits near a 52-week low, and that gap between reality and share price raises one very specific question about where this company lands by decade-end.

Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Azure is printing billions at scale while a much smaller rival claims it shattered every profitability benchmark that matters. One of these AI stocks is quietly set up for the bigger surprise, and the answer is not obvious.

The latest oil spike was sending the Dow tumbling, but the Federal Reserve’s interest-rate decision and a gauntlet of earnings loom. The Dow Jones Industrial Average fell 700 points, or 1.3%. The S&P 500 was down 0.

JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where your money actually sits.

U. S. stock index futures pointed to a largely unchanged open on Wednesday as investors adopted a cautious stance ahead of the Federal Reserve’s latest monetary policy announcement.

Options imply a 6.6% move after earnings.

Enterprise organizations can securely connect their enriched CTERA data to Microsoft Copilot across hybrid environments without moving files or compromising governanceNew York, NY, July 29, 2026 (GLOBE NEWSWIRE) -- CTERA, a leader in intelligent data management, today announced support for Microsoft Copilot, enabling organizations to securely extend Microsoft 365 Copilot and Teams Copilot beyond Microsoft 365 repositories to governed enterprise file data managed by CTERA across edge locations, d

The $50 million financing round will accelerate P-1 AI’s deployment of Archie, an agentic AI engineer built for hardware engineering disciplines including mechanical, electrical, thermal, fluids, and systems design, across data center, automotive, and aerospace & defense industrial customers.Archie brings the 10x engineer promise to the physical world, giving every team one or more AI teammates to expand bandwidth, instantly flex capacity, reduce dependence on offshoring, and speed up execution

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sells off.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in ‌AI spending are beginning to pay off. By comparison, over the last 12 earnings cycles, Microsoft has averaged a 4.8% implied move and a 4.4% actual move, Option Research & Technology Services (ORATS) data ​showed. The significantly higher pricing this quarter suggests that

The mainstream index funds don’t offer attractive dividend yields, but that doesn’t mean you need a fortune to retire on dividend income.

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global AI in Medical Coding Market size & share revenue was valued at approximately USD 3 Billion in 2025 and is expected to reach USD 3.4 Billion in 2026 and is expected to reach around USD 10.6 Billion by 2035, at a CAGR of 13.5% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are 3M Company, Optum Inc. (UnitedHe

As investors await Microsoft Corp’s (NASDAQ:MSFT) quarterly results, Gene Munster argues the company’s long-term AI strategy—not its near-term earnings—will determine whether it can maintain its market leadership. Munster Says Microsoft’s AI Transition Matters More Than Earnings Ahead of Microsoft’s earnings report on Wednesday, Deepwater Asset Management’s managing partner said that Wall Street is focused on the wrong metric, arguing that the software giant’s biggest challenges lie years ahead

In recent days, multiple partners including Broadvoice, CloudMoyo, Hanshow, Knox Systems, and others have launched or deepened integrations with Microsoft platforms such as Dynamics 365, Azure, and Microsoft 365 Copilot, while investors focus on Microsoft’s upcoming Q4 earnings amid heavy AI and cloud infrastructure spending. These developments highlight how Microsoft’s ecosystem, spanning AI security models like MAI-Cyber-1-Flash, partner-led industry solutions, and expanded Azure...

Rezolve AI, NasdaqGM:RZLV, has reported preliminary first half 2026 revenues of about US$127 million. The figure is nearly 20 times higher than the same period a year earlier. Management links this revenue step up to recent enterprise deployments and partnerships with Tata Consultancy Services, Zilch and Microsoft. Rezolve AI focuses on AI driven commerce infrastructure, which aims to connect retailers, payment providers and consumers across digital and physical channels. The wider AI and...

The veteran tech investor says Microsoft’s long-term valuation will depend less on quarterly results and more on how it adapts to AI-driven software and pricing changes.

Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

Lots of popular stocks like Starbucks and Lam Research will report this week.

Microsoft stock headed higher Tuesday, building on two straight advances as investors awaited the tech heavyweight's fiscal fourth-quarter earnings report due Wednesday. Is Microsoft stock a buy or sell now? Coming into Tuesday's session, the stock had risen more than 10% from its June lows and was running into its 50-day moving average.

Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.

Technology giant Microsoft (NASDAQ:MSFT) will be reporting earnings this Wednesday after market close. Here’s what investors should know.

Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.

Nvidia is reported to be in talks to provide substantial financial backing for a Microsoft supported OpenAI AI data center project in Ohio. The initiative would expand OpenAI’s US AI infrastructure while deepening ties between Microsoft, OpenAI, and Nvidia. Following a recent US national security AI review, the CEOs of OpenAI and Nvidia met with Senator Mark Warner to discuss AI related issues. Microsoft, traded as NasdaqGS:MSFT, sits at a current share price of $389.1. The stock is down...

Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.

Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp

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One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.

Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200 billion AI bet that Wall Street is quietly pricing as a near-certain winner.

For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to do with Search.

This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

Bill Ackman’s Pershing Square began accumulating Microsoft (NASDAQ:MSFT) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund’s Q1 13F filing. In parallel, Pershing Square has been building a separate Amazon (NASDAQ:AMZN) position from scratch ... Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

Katalyst, an e4n platform company, today announced the acquisition of Layer27, a Durham, North Carolina-based managed services and cybersecurity provider recognized for its deep Microsoft expertise, experienced engineering team and strong presence in healthcare and other regulated industries.

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

AAPL, MSFT and AMZN earnings join key central bank meetings as investors track AI spending, interest rates and rising geopolitical risks.

International Business Machines (NYSE:IBM) has joined Nvidia, Microsoft, Palantir and others to launch the Open Secure AI Alliance. The alliance aims to promote open source AI development and improve cybersecurity across AI systems. The announcement positions IBM as a founding member of an industry group focused on transparency and trust in AI. International Business Machines enters this alliance with a mixed recent share price record. NYSE:IBM closed at $216.28, with the stock down 20.4%...

Wall Street expects Azure growth and AI adoption to remain the key drivers.

STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.Skyler Weinand is chief investment officer at Regan Capital."If they don't come out and beat [estimates], they're

Markets Weigh Peace Hope Against AI Fear: Stock Market Today

Microsoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost.

Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that gap could decide which stock gets punished and which gets rewarded before October.

Nvidia is rallying big tech around a new security mission.

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.

Microsoft is due to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant’s stock.

Microsoft is likely to report earnings on July 29. It could decide the next move for AI ETFs as investors watch Azure growth and AI spending closely.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Microsoft Earnings Could Make or Break AI Bull Case This Week

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CRSR's AI infrastructure push and rising earnings estimates earn Bull of the Day, while AU faces falling forecasts as gold cools.

Microsoft stock has struggled this year.

Both stocks are cheaper than the S&P 500.

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.

3M (NYSE:MMM) announced a new partnership with Microsoft to deploy its Expanded Beam Optical technology in Azure data centers. The collaboration also includes 3M using Microsoft's AI tools to support its own enterprise transformation. This agreement places 3M's material science at the center of emerging AI and data center infrastructure build outs. For investors watching 3M, this partnership with Microsoft highlights how the company is positioning its core material science capabilities in...

Here's a comparison of the two tech and AI giants.

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Microsoft must deliver on two fronts or risk another sell-off.

Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.

Readers weigh in on software stocks, IBM’s leadership, financial advise for athletes, and Barron’s list of top women advisors.

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come next week, including Mag 7 earnings from Microsoft (MSFT), Meta (META), Apple (AAPL) and Amazon (AMZN), as well as the Fed decision and the latest Consumer confidence data.

A software firm's stock chart looks like a wreck, but its financial engine keeps humming a very different tune.

Microsoft stock has pulled back from its highs and is down over the past year, yet valuation checks suggest the market may be underpricing the company, with both the intrinsic value estimate from a Discounted Cash Flow (DCF) approach and earnings multiples pointing to upside relative to the current share price. Over the past 5 years Microsoft has returned 38.8%, which shows that even after recent weakness the longer term shareholder experience has still been positive. Heavy AI infrastructure...

Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.

Morgan Stanley sees about 54% upside as Azure growth and Copilot adoption remain key earnings drivers.

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

Microsoft and French AI firm Mistral have expanded their partnership with a new multibillion dollar deal. The agreement focuses on building out European AI infrastructure and supporting sovereign enterprise deployments. Mistral's frontier AI models will be integrated into Microsoft's platforms while keeping data residency within Europe. The partnership is aimed at meeting European regulatory requirements around data sovereignty and enterprise control. For investors watching NasdaqGS:MSFT,...

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

Stocks are facing a multipronged attack this month, and investors are looking for a reason to buy the dip.

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to

Citigroup just called the Magnificent Seven dead, and the charts of some members make it hard to argue. But one Wall Street analyst sees something hiding inside the carnage that most investors are completely missing.

Although Microsoft stock looks historically cheap, concerns about massive AI spending could overshadow strong earnings and send shares lower.

The two hyperscalers have a lot in common as investments.

Oklo (OKLO) is back in focus after the Trump administration selected the company for a US$200 million federal program that links advanced nuclear reactors to AI data centers, alongside Microsoft and Nvidia. See our latest analysis for Oklo. The federal backing has arrived after a difficult stretch for Oklo’s stock, with the share price down 42.8% year to date and 41.8% over 90 days, even though the 5 year total shareholder return is up more than fourfold. Recent momentum has been fading...

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the space industry, including SpaceX (SPCX) which has sunk below its IPO price, and examines how top space stocks are off their 52-week highs.

Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Tesla just delivered one of its ugliest earnings prints in years while Apple quietly shattered revenue records, and the gap between these two titans is widening fast enough to reshape how analysts are pricing both stocks right now.

The biggest US stock fund is asking a premium price, but the powerful earnings growth of its top holdings makes a strong case for it.

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech’s AI infrastructure build-out is consuming capital faster than it can generate returns.

Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings call could break the spell.

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.

Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?

Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps selling may be exactly why contrarians should be paying attention.

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.

Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

A working business app on Power Apps ships in weeks, while a full custom software build runs across quarters.eSoftware Associates (ESW) has built both on the Microsoft platform for more than 1,500 organizations. New York, NY, July 23, 2026 (GLOBE NEWSWIRE) -- eSoftware Associates (ESW) has delivered both Power Apps consulting services and traditional custom software for more than 1,500 organizations, and for most mid-market workflows, the low-code path delivers a working app in weeks where custo

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

OKLO stock inches higher on reports of $200 million US nuclear power initiative. But does that warrant buying OKLO shares at current levels?

Microsoft is expanding its European footprint through a new AI alliance, and the implications run deeper than expected.

Near-term headwinds, including elevated capital expenditures and margin pressure, could keep a lid on Microsoft's short-term upside. But the company's long-term investment case remains solid.

Microsoft 365 (M365) has transformed how organizations collaborate and share information, but governance models have not evolved at the same pace. According to new findings from Info-Tech Research Group, many organizations still rely on isolated configurations rather than a cohesive, policy-driven model, resulting in inconsistent controls and increased exposure. The firm's blueprint, Govern Microsoft 365, outlines how organizations can establish governance foundations that align with business pr

SCHD has been the default dividend ETF for millions of investors, but a rival fund from one of Wall Street's largest active managers has quietly built a gap that is becoming difficult to ignore.

Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares

Microsoft 365 (M365) has transformed how organizations collaborate and share information, but governance models have not evolved at the same pace. According to new findings from Info-Tech Research Group, many organizations still rely on isolated configurations rather than a cohesive, policy-driven model, resulting in inconsistent controls and increased exposure. The firm's blueprint, Govern Microsoft 365, outlines how organizations can establish governance foundations that align with business pr

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and falling even slightly short could punish a stock already trading near historic highs.

These stocks are winning in the AI boom.

The stock market could face its sternest test since the Iran war recovery this week, as a key component of the tech-led rally reports second-quarter earnings. Google parent Alphabet the world’s third-largest stock, will update investors on its second quarter activity after the close of trading on Wednesday, likely a few minutes after Elon Musk’s Tesla posts results for the three months ending in June. The reports will kick off a long stretch of big-ticket earnings releases, including Micr

Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

OKLO's selection for a $200 million nuclear initiative tied to AI data centers boosted shares and highlighted demand for reliable power.

Manulife and Microsoft today announced the renewal and expansion of their longstanding relationship, supporting Manulife's strategic priority to become an AI-powered organization. As part of this partnership, Manulife has adopted Microsoft 365 E7 Frontier Suite capabilities to enable innovation at scale with secure cloud and AI solutions. This includes expanding adoption of Microsoft 365 Copilot to over 30,000 employees and deploying Microsoft Agent 365 – a next-generation suite that provides a

HOBOKEN, N.J., July 22, 2026--Wiley (NYSE: WLY) today announced its membership in the Genesis Mission Consortium, the public-private partnership supporting the U.S. Department of Energy's (DOE) Genesis Mission, joining organizations including Nvidia, AWS, Microsoft, IBM, and AMD. Wiley is the only scientific publisher among the consortium's members and has been invited to demonstrate its work today at the Genesis Mission Annual Summit in Washington, D.C.

3M is gaining AI momentum as Microsoft uses its optical technology in Azure data centers.

What the company reported, and what actually occurred, seemed to be different things at certain points.

Elon Musk is now a trillionaire. Is his next big move a merger between Tesla and SpaceX into a $3 trillion behemoth?

STARTRADER today announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs from 27 July 2026, giving clients direct access to 85 widely traded names.

Earlier this week, the Trump administration selected Oklo and X-energy to participate in a US$200 million federal initiative to fast-track advanced nuclear reactors for powering AI data centers, alongside technology partners such as Microsoft and Nvidia, with support routed through the Department of Energy and national laboratories. This move places Oklo at the center of a federally backed effort to link next-generation nuclear power with AI infrastructure, potentially influencing how...

An 84-year-old man with Alzheimer's is sitting on a stock position worth a fortune, and selling it triggers a massive tax bill that waiting could legally erase. The family has to decide before the choice gets made for them.

Tesla stock has underperformed in 2026, and markets are now looking forward to CEO Elon Musk's commentary during the upcoming Q2 earnings call.

The Trump administration is partnering with advanced nuclear reactor developers and major tech firms in a $200-million initiative to accelerate nuclear power deployment for energy-intensive AI data centers.

Microsoft reports earnings on July 29.

Microsoft earnings are coming up. Aim to profit from the software maker's report by selling an options spread with maximum risk of $415.

Yahoo Finance Ines Ferre joins Josh Lipton on Market Domination to discuss the 3M Company (MMM) turnaround after the company beat earnings expectations and raised its full-year outlook. Ferre also explores how 3M is using artificial intelligence to optimize its operations and support its business transformation.

CEG's 55-GW diversified fleet and planned capacity additions position it to meet rising clean power and data center demand.

Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.

Amazon trades at $249.45 and has moved in lockstep with the market. Its shares have returned 7.8% over the last six months while the S&P 500 has gained 8.4%.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

Microsoft on Tuesday sought to reassure European users with a "multi-billion-dollar" deal to rent AI infrastructure from Mistral, hoisting the French developer into the lucrative business of renting compute capacity.Mistral told AFP that the tie-up "gives us greater visibility to speed up the financing and development of Mistral Compute", its cloud and AI infrastructure business.

In recent days, Chevron has been in focus as U.S.-Iran tensions pushed Brent crude above US$90 a barrel, while analysts highlighted the potential for stronger near-term earnings and gas price increases amid ongoing military strikes and supply concerns. At the same time, Chevron has been testing new energy-adjacent avenues such as powering Microsoft’s West Texas AI data center with natural gas turbines and exploring major Iraqi oilfield and export projects that could diversify its operational...

3M (MMM) stock is jumping on Tuesday after the manufacturer raised its full-year guidance. This comes amid 3M's turnaround plan, where the company has turned its attention toward simultaneously simplifying operations and boosting innovations. CFRA Research analyst Jonathan Sakraida highlights what this could all mean for the company, especially as it transitions into gaining more exposure to AI data centers.

Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has been named to Newsweek's list of America's Greatest Workplaces for the second year in a row. The award recognizes companies that prioritize employee wellbeing, strong leadership, meaningful benefits and work-life balance. Integrity shares this honor with distinguished companies such as Apple, Adobe, Dell, Microsoft and Nike.

WASHINGTON, July 21, 2026--Second Front Systems Launches ATO Accelerator for Microsoft Azure Government

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

New capabilities strengthen agent governance, recoverability and backup, broaden control over enterprise apps and cloud infrastructure, and add protection for new SaaS and infrastructure environmentsAvePoint Confidence Platform adds backup and recoverability for Microsoft Copilot Studio agents, making it possible for organizations to recover agents from a backup—a first-to-market developmentNew governance controls extend to Salesforce agents, enterprise apps, Microsoft Power Apps, and Azure subs

3M led the Dow Jones Industrial Average early Tuesday as the Post-it notes maker posted better-than-expected Q2 results and raised its full-year outlook. MMM stock cleared an early entry buy point. The industrial conglomerate has been shedding noncore assets and leveraging AI to accelerate product launches.

The agreement gives Microsoft access to thousands of NVIDIA Vera Rubin GPUs while extending Mistral models into cloud, local and disconnected enterprise deployments.

Microsoft has agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also expand distribution of the French AI startup's ‌technology through the U.S. cloud and software giant, the companies said on Tuesday. As part of the agreement, ‌Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microsoft more capacity in Europe and regulated industries an ​alternative to U.S.-controlled infrastructur

INDIANAPOLIS, July 21, 2026 (GLOBE NEWSWIRE) -- iSolutions, the developer of iPayments for Microsoft Dynamics 365 Business Central and Dynamics 365 Finance and Supply Chain Management, today announced the expansion of its embedded payments platform into Canada. The expansion significantly broadens the capabilities available to Canadian organizations using Dynamics 365 Business Central. Previously, Canadian customers could process credit card transactions through iPayments. With this latest relea

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

CLSA initiated coverage of the company with an ‘Outperform’ rating and $300 price target, implying an upside of more than 31% from its last close.

TSLA has also dropped 8% over the past month and 6% over three months, while Apple, Alphabet, Nvidia and Amazon remain positive for the year.

Partnership to accelerate investment in talent, service offerings, and strategic acquisitions BOSTON, MA AND MINNEAPOLIS, MN / ACCESS Newswire / July 21, 2026 / Emergent Software, LLC ("Emergent" or the "Company"), a premier Microsoft services partner ...

[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Enterprise Carbon Management Software Market size & share revenue was valued at approximately USD 16.7 Billion in 2024 and is expected to reach USD 18.3 Billion in 2025 and is expected to reach around USD 42.2 Billion by 2034, at a CAGR of 9.73% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are SAP SE, IB

(Bloomberg) -- Jijia Vision is in discussions to hold an initial public offering on Hong Kong’s stock exchange as soon as this year, joining a flurry of Chinese AI firms planning public market debuts. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeChinese AI Sensation Moonshot’s Gamble on

Apple keeps beating earnings while its Mag 7 rivals burn billions on data centers, and one investor thinks he has found the reason the gap will only widen from here.

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America...

Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company. In […]

Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.

Moonshot AI introduced Kimi K3 on July 17 as fresh “evidence” that Chinese developers could approach the AI frontier at lower advertised prices. Within days, demand pushed its GPU clusters close to capacity, forcing it to pause new consumer subscriptions. Something very similar had happened when the Chinese DeepSeek V3 was released. It had suffered […]

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

FDVV owns Nvidia, Apple, and Microsoft at the top of a fund marketed as a dividend play, and that unusual construction forces a real choice between tech-driven compounding and the straightforward income that cheaper rivals promise.

Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.

Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.

Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.

Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.

It will be yet another interesting earnings season for the semiconductor company.

Microsoft CEO Satya Nadella publicly criticized Anthropic's Fable AI product, questioning aspects of its technology and positioning. The comments come while Anthropic remains closely tied to Microsoft through significant use of the Azure cloud platform. Nadella's remarks highlight both cooperation and friction within a major AI partnership that is already attracting regulatory attention. Microsoft (NasdaqGS:MSFT) enters this episode with its stock at $393.82 and mixed recent performance,...

The tech giant is pouring billions into its AI infrastructure, spending more than it is raking in from its businesses.

Most investors chase the biggest dividend check they can find today, but that instinct quietly sabotages the income they could be collecting a decade from now. The math behind a smarter approach is almost offensively simple once you see it.

Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.

The software giant is better positioned for the agentic AI era than Wall Street thinks.

Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.

Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...

Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...

Nvidia is close to losing its place as the world’s largest company by market valuation. The stock movement Friday put the company on the brink of having a market capitalization below that of Apple The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data. At Friday’s close, Nvidia has a market value of $4.91 trillion, while Apple has a market cap of about $4.9 trillion, according to Dow Jones Market Data.

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

(Bloomberg) -- San Antonio, one of the fastest-growing US metro areas, is tapping the bond market for almost $1 billion as part of an ambitious program to expand and improve its airport. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps Plan to End Visa-Free

On July 15, 2026, 3M Company announced a partnership with Microsoft in which Azure will be the first hyperscale cloud to deploy 3M’s Expanded Beam Optical technology in its AI-focused data centers, while 3M adopts Microsoft’s AI and digital platforms across core business functions. This collaboration highlights how 3M is pairing its materials science and optical connectivity strengths with Microsoft’s cloud infrastructure to support AI infrastructure growth and modernize 3M’s internal...

The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]

Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.

Microsoft ramps hiring for photonic AI interconnect push  SDxCentral

Nvidia is close to losing its place as the world’s largest company by market valuation. Nvidia shares were down 1.8% at $203.75 in early trading Friday. The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data.

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.

DIVO has raised its monthly payout three years running and sits on $5.25 billion in assets, but one holding carries a debt load that raises questions about how long the streak can continue.

The shift reflects a broader rotation among tech investors as Wall Street has grown less enthusiastic about companies at the center of the AI buildout

As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.

CrowdStrike stock could gain as AI detection and response becomes the cybersecurity firm's next growth engine, beyond endpoint.

After a steep sell-off, this profitable software company trades at a discount to the market, forcing investors to decide if the price is a gift or a warning sign.

Cloudera and VAST Data have announced a strategic partnership to enhance the accessibility and efficiency of AI data platforms across enterprises. By integrating Cloudera’s lakehouse data services with VAST’s AI Operating System and leveraging NVIDIA’s AI Data Platform reference design, the collaboration aims to resolve common challenges like GPU starvation. This integrated solution, designed for enterprises operating in both on-premises environments and public clouds, promises to streamline...

A portfolio that pays $27,000 a year in dividends sounds modest. Left alone for a little more than a decade of steady dividend growth, that same income stream can quietly grow toward $66,000 without a single additional dollar of savings. That is the basic appeal of dividend growth investing: the arithmetic of today’s yield matters, ... Growing an Income Tree: From $27,000 to $66,000

3M (MMM) has drawn fresh attention after announcing a partnership with Microsoft that links its Expanded Beam Optical technology to Azure data centers and brings Microsoft AI tools into 3M's own operations. See our latest analysis for 3M. Recent events around AI and data centers have coincided with 3M's share price moving to $161.77, with a 7 day share price return of 4.14% and a 90 day share price return of 4.67%. Its 3 year total shareholder return is very large, and its 5 year total...

The newly created strategic relationship with Microsoft to deploy Expanded Beam Optical technology in AI data centers has lifted 3M's stock price. How should investors play this?

We cover Soluna’s Microsoft executive hire to lead its AI builds, and Pirate Wires’ Brady Dale joins us to wrestle with the question in his eponymous piece on AI consciousness:…

Microsoft Is Pushing Its Own AI Models. What That Means for OpenAI

Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition.

Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts see more than 47% upside potential in Microsoft stock from the current price. Microsoft is a huge favorite of elite investors, as it’s backed by 282 hedge funds. On July 7, Bloomberg reported that […]

Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...

Are industries starting to see a return on investment (ROI) from AI services? JPMorgan Chase (JPM) CEO Jamie Dimon told Business Insider that while AI has helped reduce jobs in certain areas of the major bank, it hasn't contributed toward shrinking operating costs. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to talk more about how companies are using AI to boost efficiency.

A forgotten stock checklist from 1950 cuts through the AI hype and lands on an uncomfortable question: which of today's biggest AI bets are one regulatory trigger away from collapse, and which ones quietly pass every screen?

Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders know about what comes next in August may change how you see both stocks.

DTCC launched a live tokenization pilot with BlackRock, Vanguard, JPMorgan, and nearly 40 financial firms. The trial tokenizes Microsoft, SPY, QQQ, and US Treasuries ...

National Grid plc (NYSE:NGG) is one of the best dividend stocks to invest in, according to Jim Simons’ Renaissance Technologies. On July 1, National Grid plc (NYSE:NGG) confirmed it will invest $1.75 billion for a 35% stake in Joulent, a U.S. energy platform developing power infrastructure. The investment underscores the company’s push to capitalize on […]

Investing.com -- Morgan Stanley's second-quarter 2026 CIO survey found IT budget growth expectations for the year ticked higher quarter-over-quarter to 3.8%, with Microsoft and the security software category emerging as the clearest beneficiaries, according to analyst Sanjit Singh.

ValorC3 Data Centers today announced the general availability of Backup as a Service, a fully managed offering that protects the SaaS data businesses rely on most, including Microsoft 365, Entra ID and Salesforce. Every backup is immutable, so data stays recoverable after deletion, corruption or a ransomware attack.

ALBANY, N.Y., July 16, 2026--Soluna Holdings, Inc. ("Soluna" or the "Company") (Nasdaq: SLNH), a developer of green data centers for intensive computing applications, including AI and Bitcoin mining, today announced it has appointed Ryan Carver as Chief Development Officer (CDO), effective immediately. Carver will be responsible for the full lifecycle of Soluna’s AI/HPC data center platform, from site origination and power procurement through design, construction, commissioning, and ongoing oper

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

Tech stocks looked set to struggle on Thursday as the artificial-intelligence trade ran out of steam, but some of the U.S.'s blue-chip names were still catching a bid ahead of the opening bell. Roundhill's Magnificent Seven exchange-traded fund, which tracks the price of seven mega-cap stocks, climbed 0.

Space Exploration Technologies is emerging as Elon Musk's biggest value creator, driven by Starlink, launch leadership and expanding AI ambitions.

Microsoft stock looks like a bargain heading into its upcoming quarterly earnings report.

Microsoft (NasdaqGS:MSFT) is under fresh antitrust pressure after the Browser Choice Alliance accused the company of using browser bundling and dark patterns in Windows to steer users toward its Edge browser. New York has issued an executive order placing a moratorium on new large scale data centers, creating uncertainty for Microsoft’s planned AI focused infrastructure buildout in the state. Other US states are reported to be considering similar restrictions on data centers, which could...

Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.

Citi analyst Tyle Radke lowered the price target on Microsoft stock. But the firm still sees massive upside in MSFT shares from here.

GPU.ai today announced that it has been named the Official Title Sponsor of AGI Summit SF 2026, one of the Bay Area's largest AI gatherings, expected to bring together more than 15,000 attendees including AI founders, enterprise leaders, investors, researchers, and CEOs shaping the future of artificial intelligence.

The 95-year-old investor redirected nearly $6 billion in Berkshire Hathaway stock to his children's foundations after cutting Gates Foundation ties.

A positive day for several of Wall Street's biggest stocks helped offset another down day for chipmakers.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

Investors should brace themselves for higher AI spending in fiscal 2027, according to Citi Research.

Wells Fargo Cuts Microsoft Price Target but Doubles Down on AI Growth

The bank still expects strong quarterly results, helped by Azure and Copilot demand.

Microsoft's AI Bet Wins Another Bull: Evercore Lifts Stock Target to $525

Microsoft's earnings report will be closely monitored by the market.

Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and one closely watched probability signal flashes caution about the road to $350.

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

3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.

MSFT reshapes Teams pricing by moving key features into Enterprise while adding new licenses, making renewal cycles key to its monetization strategy.

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

3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.

Citi and Mizuho just cut their Microsoft price targets before fiscal Q4 earnings, yet both firms kept their bullish ratings intact. The reason behind that split signal could reshape how investors think about the AI spending wave ahead of July 29.

The cybersecurity leader's double-digit jump wasn't about a new product or a big contract, but something much bigger.

Three Wall Street analysts lowered their price targets on Microsoft stock on Wednesday as the software giant faces AI-related uncertainties.

CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.

Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers. The stock also ranks as one of the Best Quantum Computing Stocks to buy and Hold Forever. ​Recently, on July 9, Citi noted that the firm’s Q2 2026 survey […]

These tech giants aren't trading at their usual premium valuations.

DTCC plans to formally launch the service in October, following SEC regulatory approval.

Fiscal AI has polled the consensus earnings estimate at $4.24 per share and revenue of $86.66 billion for Microsoft’s fourth quarter.

3M (NYSE: MMM) and Microsoft (NASDAQ: MSFT) today announced a strategic partnership focused on AI data center infrastructure and enterprise transformation. Microsoft's Azure Cloud and AI Infrastructure will become the first announced hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also use Microsoft's AI and digital platforms as part of its enterprise transformation across key business functions.

Investors should brace themselves for intensifying AI spending in fiscal 2027, according to Citi Research.

ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.

Microsoft Corporation (NASDAQ:MSFT) is one of the high-growth wide-moat stocks to buy. On July 2, Microsoft launched Microsoft Frontier Company with $2.5 billion in funding to help large customers deploy AI systems around their own data and workflows. Reuters reported that the unit will begin by working with clients including Unilever and Novo Nordisk and […]

As long as the economy remains reasonably healthy, this is an ideal backdrop for companies in the money business.

IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.

In the most recent trading session, Microsoft (MSFT) closed at $384.93, indicating a -1.55% shift from the previous trading day.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Microsoft Corporation (NASDAQ:MSFT) is one of Ray Dalio’s best stocks to buy. On July 6, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) said it will cut 4,800 jobs, or about 2.1% of its global workforce. It is restructuring its Xbox business with 3,200 gaming-related […]

Buffett is directing his fortune to charitable organizations run by his family instead of the Gates Foundation.

The company's weaker revenue outlook raised fresh concerns about enterprise technology spending.

Microsoft's sell-off doesn't make a lot of sense.

In early July 2026, software and IT services stocks sold off after IBM’s weak preliminary Q2 results, which highlighted softer client spending and a shift of budgets toward AI infrastructure, while Microsoft also announced several thousand job cuts primarily in its Xbox division. This combination of sector-wide caution about AI-related spending and Microsoft’s own restructuring has sharpened investor focus on whether massive AI investments can translate into improved profitability and cash...

IBM Miss Rattles Wall Street, Sending Tech Stocks Sharply Lower

Meta stock is back in rally mode, for now.

IBM issued profit warning after weak second quarter, triggering selloff in software sector including Microsoft

(Updates with Microsoft's comment in the fifth and sixth paragraphs.) Oaktree Capital Management-

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

Opportunities span global deployment of Azure’s AI accelerators, cloud CPUs, DPUs and quantum processors, with country- and city-level insights enabling targeted expansion across North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.Dublin, July 14, 2026 (GLOBE NEWSWIRE) -- The "Microsoft Azure Global AI, Compute, Data, and Quantum Processor Deployment Analysis" has been added to ResearchAndMarkets.com's offering. A comprehensive new market intelligence report delivers d

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.

Microsoft's AI business is scaling at a pace that almost never happens at this size, yet the stock sits near its 52-week low. Here is what has to happen for shares to nearly double by 2027, and what breaks the whole thesis.

Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.

The U.S. climate tech market is projected to hit $107.48 billion by 2035, while Europe is expected to reach $59.93 billion, driven by the inflation reduction act, European Green Deal, REPowerEU, carbon removal technologies, and rapid investments in renewable energy, green hydrogen, and AI-powered climate solutions.Austin, July 14, 2026 (GLOBE NEWSWIRE) -- The Climate Tech Market was valued at USD 48.46 Billion in 2025 and is expected to reach USD 312.74 Billion by 2035, growing at a CAGR of 20.5

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

Portugal is keen to attract data centres that generate economic benefits and boost productivity and not ‌become a dumping ground for power-hungry projects with limited returns ‌for the country, Infrastructure Minister Miguel Pinto Luz said on Tuesday. • The country is ​emerging as a key European data-centre hub, with more than 2.6 gigawatts under development, led by the 1.2-GW Start Campus project in Sines, backed by Microsoft AI infrastructure investments, with the pipeline expected to grow su

Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.

(Bloomberg) -- Bitcoin miner CleanSpark Inc. has agreed to a 20-year infrastructure lease for a data center at its Sandersville campus in Georgia for $6.6 billion in contracted revenue. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleDisney Exiting Streaming Could Spur 40

AI data centers drove Chevron's surprise move into the new gas-to-power business. What should investors expect next?

Microsoft is ready for takeoff.

The revamped Search in Windows 11 prioritizes on-device information and files and does away with distracting recommendations and ads.

With Microsoft and Chevron joining forces to build a self-powered $7-billion AI data center 20 miles south of Pecos and with other companies envisaging similar plans, Waco economist Ray Perryman says there are justifiable concerns about ensuring that data centers do not lead to problems with the electricity supply or transmission capacity, although many of those concerns are being addressed. ...

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.

The company's fourth-quarter earnings are set to come out later this month.

The tech giant also saw its scope 2 emissions rise sharply, after it sunsetted its use of unbundled renewable energy certificates last year.

Venture capitalist Marc Andreessen reignited the debate over artificial intelligence in healthcare after praising a new OpenAI finding suggesting physicians identified fewer flaws in GPT-5.6’s medical responses than in responses written by doctors. AI Doctor Claim Sparks Debate On Saturday,...

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

You need to look beyond the tech sector to find great dividend stocks for the long term.

SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

SAN FRANCISCO, July 13, 2026--New Relic, the Intelligent Observability company, announced the appointment of Hein Hellemons as Chief Revenue Officer (CRO). Hellemons will oversee the company’s worldwide revenue and go-to-market strategy, leading global sales, commercial segments, and partner channel organizations to drive predictable, substantial growth.

Analysts had no idea how big this would be.

The fate of Grail's stock will ultimately be decided in the cost-benefit calculations of medical insurers.

Key players such as FF Ventures, AtlasEdge, Start Campus, and new entrants like EDC One and Microsoft, focus on renewable energy and AI infrastructure, positioning Portugal as a European digital hub. Portuguese Data Center Market Portuguese Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Portugal Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering. The Portugal data center market is set for impressive gr

Meta Platforms Inc (NASDAQ:META) is one of billionaire David Abrams’ top stock picks with upside potential. Analysts project more than 40% upside for Meta stock from the current level. This social media stock is popular with elite investors, as some 262 hedge funds own Meta shares. On July 2, Wolfe Research reaffirmed its Outperform rating […]

There are incredible bargains available among AI stocks right now.

Stocktwits data showed retail sentiment remained ‘bullish’ around SPY and ‘neutral’ on QQQ.

After a terrible first half, MSFT stock shows fresh signs of life, and traders expect upside before its July 29 earnings report.

Don't give up on these stocks yet.

Tech companies advanced AI, chips, cloud, space, and autonomous technologies while navigating legal battles, investments and restructuring efforts.

Starbucks is reportedly developing in-house AI software to replace the ones it currently relies on.

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 22% over the past year and by 18% year-to-date. Several analysts have discussed the firm in July. For instance, DA Davidson kept a Buy rating on July 6th, while […]

Haleon (NYSE:HLN) is one of the best up and coming stocks to invest in right now. On June 1, Haleon announced a five-year collaboration with Microsoft (NASDAQ:MSFT) to scale its digital, data, and AI capabilities. This partnership aims to accelerate the company’s global “Win as One” strategy by integrating Microsoft’s cloud and AI tools into […]

My pick isn't the market's hottest AI name -- and that's the point.

The social media company's plan to become a cloud computing provider could shift the market's sentiment toward the stock.

Microsoft reported a 25% rise in carbon emissions in 2025, linked to rapid expansion of AI focused data centers. The company has also paused some renewable energy purchases, creating tension with its 2030 net negative carbon target. This development raises questions about how Microsoft will balance AI growth with environmental, social and governance expectations. For investors watching Microsoft, ticker NasdaqGS:MSFT, the environmental impact of its AI buildout is becoming a key part of the...

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.

Most investors panic when stocks turn red, but the losses that actually destroy wealth rarely show up on a bad trading day. Four household-name stocks reveal the quieter threats compounding beneath the surface.

About 8,750 Microsoft employees recently had roughly 30 days to decide whether their savings could support walking away from their careers for good. The company's first-ever Voluntary Retirement Program offered eligible workers cash severance, years of healthcare coverage, and continued stock ...

A stock screener sorted by current yield misses one of the most powerful income stories in the market. Microsoft (NASDAQ: MSFT) now pays $0.91 per quarter, up from $0.08 per quarter in 2005. Visa (NYSE: V) most recently paid $0.67 per quarter, and its annual dividend now totals $2.68. Those stocks do not look like ... Why Today’s Small Dividend Could Become Tomorrow’s Retirement Engine

A 10% dividend feels like a win because it solves the income problem with less capital. The arithmetic is seductive: $80,000 of annual income requires $800,000 at a 10% yield versus about $2.29 million at 3.5%. The catch shows up five, ten, and twenty years later. A fixed high yield may pay more today, but ... The Dividend Growth Plan That Leaves High-Yield Stocks Behind

As a whole, investors are betting big on AI and other tech innovations.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

Microsoft stock has pulled back recently, yet valuation checks still point to a potential gap between its current price and an intrinsic value estimate built from a Discounted Cash Flow (DCF) model that screens the shares as undervalued. Microsoft has returned 42.5% over the past 5 years, which is a solid gain but not so extreme that valuation no longer matters for new money going into the stock. Heavy investment in AI, including the new Microsoft Frontier Company unit, can support long term...

Microsoft shares have shed nearly 20% this year while Azure accelerates and contracted future revenue sits at a jaw-dropping figure that dwarfs the concerns dragging the stock down. Something in that equation does not add up.

CVX's 20-year Microsoft power deal taps AI data center demand, adding a potential long-term cash flow stream beyond its core oil business.

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Watch in July. So far in July, analyst sentiment towards Microsoft Corporation (NASDAQ:MSFT) has remained positive, even though the stock continues to be out of favor with investors. According to a report released on July 6, D.A. Davidson analyst Gil Luria maintained a […]

According to TheFly, Argus analyst Joseph Bonner maintained a ‘Buy’ rating on Microsoft while trimming the price target to $510 from $620.

2025 carbon emissions reached 20 million metric tons as new AI infrastructure increased energy demand.

The company produced 34 million metric tons of CO₂ equivalent last year, putting its 2030 carbon-negative pledge under pressure

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer noted that the company is being traded like an enterprise software play, as he said: Microsoft, such a hallowed stock, usually trades with the Mag Seven, but lately, it’s traded with the… enterprise software plays. I think these […]

Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft (MSFT) in the AI landscape.

An investor who bought Microsoft (NASDAQ:MSFT) ten years ago paid closer to $50 per share than $45. Those shares now pay $3.64 per year in dividends, based on Microsoft’s current $0.91 quarterly payout. That is a yield on cost of roughly 7%, even though the stock’s current yield is about 1%. The starting yield helped, ... The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and where the contaminated water went next.

Microsoft and Nvidia both look like incredible deals.

Wix.com (WIX) stock is back in focus after the company announced a partnership with Elavon to power unified commerce solutions that link payments, online stores, and in person sales for small businesses. See our latest analysis for Wix.com. Despite the Elavon and Microsoft 365 Copilot partnerships putting Wix.com back on investors’ radar, the 90 day share price return is down 24.4% and the year to date share price return is down 51.23%, while the 1 year total shareholder return is down...

Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. SpaceX stock ended nowhere near that on Thursday. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” Godyn wrote earlier this week.

Shares of coffeehouse chain Starbucks (NASDAQ:SBUX) jumped 3.1% in the afternoon session after reports revealed it is developing in-house artificial intelligence (AI) tools to cut costs and reduce its reliance on software from vendors like Microsoft and IBM.

Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ Stocks to invest in. On July 2, Microsoft announced the launch of “Microsoft Frontier Company,” a new business unit dedicated to delivering outcome-driven AI transformation for global customers. Supported by a $2.5 billion investment, the organization will embed 6,000 industry and engineering experts directly with clients […]

(Bloomberg) -- Microsoft Corp. said its carbon emissions climbed 25% in 2025, making it the latest technology company to report a setback in its efforts to erase emissions amid heavy spending on artificial intelligence data centers. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second S

Datadog stock has surged as investors view its software as key in monitoring AI infrastructure while SaaS companies struggle.

Wix.com stock is coming off a steep five year decline of about 83%, yet its current valuation checks still lean cheap relative to fundamentals. This sets up a clear tension between weak long term returns and what the numbers now suggest. Over the last five years, Wix.com shares have declined about 83%, which means any valuation case today sits against a backdrop of heavy capital loss for long term holders. New partnerships with Elavon, Microsoft and OpenAI can support expectations for higher...

Starbucks is building its own artificial intelligence tools to replace software it currently buys from tech giants such as Microsoft and IBM as part of a sweeping $2-billion cost-reduction initiative.

Microsoft Corporation (NASDAQ:MSFT) is one of the top stocks to buy according to Whale Rock Capital Management. On June 29, Haleon, a consumer health company, announced a new five-year collaboration with Microsoft Corporation (NASDAQ:MSFT) to expand the use of cloud, data, and artificial intelligence tools across Haleon’s global operations. Haleon said the deal builds on […]

Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, BMO Capital lowered the firm’s price target on Microsoft Corporation (NASDAQ:MSFT) to $500 from $515 and kept an Outperform rating on the shares as part of a broader software note. BMO said it expects […]

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

Integration Empowers Organizations with Seamless, Fraud-Resistant Identity Verification and Authentication Across All EnvironmentsISELIN, N.J., July 09, 2026 (GLOBE NEWSWIRE) -- 1Kosmos, a leader in unifying identity proofing and passwordless authentication, today announced it has extended its existing partnership with Microsoft (Nasdaq: MSFT) as an official Entra Verified ID services and solution partner. This collaboration enables organizations to secure remote onboarding and establish enhance

The U.S. multi-cloud security market is expected to reach $8.99 billion by 2035, while Europe is projected to hit $12.96 billion, driven by GDPR compliance, zero trust security strategies, sovereign cloud initiatives, and rising enterprise adoption of AWS, Microsoft Azure, and Google Cloud.Austin, July 09, 2026 (GLOBE NEWSWIRE) -- The Multi-Cloud Security Market was valued at USD 12.20 Billion in 2025 and is expected to reach USD 104.04 Billion by 2035, growing at a CAGR of 23.9% over the foreca

Most investors focus on VUG's tiny dividend yield and assume the tax math barely matters inside a Roth. The real exposure sits somewhere else entirely, and it compounds every year the fund advances.

Microsoft's business is doing incredibly well, yet it is receiving no respect from the market.

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 1, Jefferies highlighted Microsoft Corporation (NASDAQ:MSFT) and Amazon as two of the biggest beneficiaries of continued growth in cloud computing. Based on a survey of 40 U.S. Chief Information Officers, the firm now expects cloud spending to […]

Chevron Corp (NYSE:CVX) is one of the 12 Best Dow Stocks to Invest In Right Now. Chevron Corp (NYSE:CVX) is one of the best Dow stocks to invest in right now. On July 2, Biraj Borkhataria from RBC Capital reiterated a Buy rating on the stock. The firm also assigned a target price of $220. […]

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Major Stocks to Buy According to Analysts. On July 1, Microsoft signed an agreement with Haleon for the use of Microsoft 365 Copilot and the joint development of AI applications across multiple business functions. Prior to this, on June 25, Brad Reback, an analyst at Stifel […]

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s entry into the neocloud space, as he remarked: Last week, we learned that Meta Platforms might pivot some of its AI business and join the ranks of the neoclouds. These […]

Investing.com -- IBM, ServiceNow, and Salesforce shares are down in premarket trading on Thursday after a report that Starbucks is developing in-house software using artificial intelligence that could replace applications it currently buys from outside vendors.

There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.

Sony’s announcement spells the end of a whole ecosystem built by superfan collectors – and signals a troubling shift in the industry

A share of Johnson & Johnson (NYSE: JNJ) paid $0.25 per quarter in dividends in 1999. That same share pays $1.34 per quarter in 2026. The stock price has moved through plenty of cycles since then, but the income stream alone has more than quintupled without the investor doing anything except holding. That trajectory is ... The Case For Buying Smaller Dividends That Grow Faster

Commvault Systems has delivered a strong 96.4% gain over the past three years, yet its valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades below fair value while earnings based multiples lean the other way. Recent news around AI driven cyber resilience offerings and new partnerships adds another layer to the debate over what a fair price looks like today. A 96.4% return over three years suggests Commvault Systems has already...

Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.

QUBT could benefit as Microsoft's accelerated quantum-safe security push boosts focus on post-quantum cybersecurity, with analysts seeing 111% upside.

Microsoft Corp. will publish fiscal year 2026 fourth-quarter financial results after the close of the market on Wednesday, July 29, 2026, on the Microsoft Investor Relations website at https://www.microsoft.com/en-us/Investor/. A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time.

SAP stock has fallen 47.3% over the past year, yet the valuation checks currently point to a company that screens as undervalued on traditional earnings and asset based multiples rather than clearly overpriced. Over the last 12 months, SAP has declined 47.3%, which puts the focus squarely on whether the market has overreacted to recent weakness after several years of positive longer term returns. On the positive side, SAP's push into agentic AI, data analytics and cloud ERP partnerships with...

Xbox was the company's worst-performing unit in the third quarter of fiscal 2026.

Analysts prefer a sum-of-the-parts approach to determining the value of Elon Musk’s rocket and AI company, SpaceX.

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

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.

The market is presenting a gift to long-term investors.

Microsoft Corp (NASDAQ:MSFT) is a top AI stock on Wall Street’s radar. On July 6, Wolfe Research cut its price target on Microsoft Corp (NASDAQ:MSFT) to $525 from $570, citing surging memory costs that lifted its FY27 capex forecast to $270 billion from $230 billion, while maintaining an Outperform rating. Analyst Alex Zukin noted Micron’s […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best beaten-down technology stocks to buy now. On July 1, Business Insider reported that Microsoft Corporation (NASDAQ:MSFT) is poised to cut its workforce by under 2.5%. The cut, which will affect thousands of employees, is part of an effort to control costs. The cuts will mostly affect personnel […]

Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and analysts see […]

Wix.com Ltd (NASDAQ:WIX) is one of the best 11 small-cap software infrastructure stocks to buy now. On June 15, Wix.com Ltd. (NASDAQ:WIX) disclosed its partnership with Microsoft to bring the creation of the Wix Harmony website into Microsoft 365 Copilot. Individuals can access the website directly with the support of Copilot for the OpenAI Apps […]

Delray Beach, FL, July 08, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Zero Trust Network Access (ZTNA) Market is projected to grow from USD 1.34 billion in 2025 to USD 4.18 billion by 2030, registering a Compound Annual Growth Rate (CAGR) of 25.5% during 2025–2030. The market is poised for significant expansion as organizations strengthen cybersecurity strategies in response to cloud migration, hybrid work environments, and increasingly sophisticated cyber threats. Get PDF Bro

Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week’s news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook. One company is defending margins. The other is compounding them. Full Stack Google vs. a ... Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

Analysts prefer a sum-of-the-parts approach to determining the value of Elon Musk’s rocket and AI company, SpaceX.

New application enables organizations to adopt Windows Protected Print Mode while preserving advanced device functionality RAMSEY, NJ / ACCESS Newswire / July 8, 2026 / Konica Minolta Business Solutions U.S.A., Inc. ( Konica Minolta ) today announced ...

AI spending is pressuring margins, but analysts still see room for a rebound.

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Microsoft and Meta Platforms could see a major rally to end 2026.

New certification reinforces Quest’s leadership in identity security and resilience, enabling federal and regulated organizations to protect and recover the identity control plane with the highest level of government-grade assuranceAUSTIN, Texas, July 08, 2026 (GLOBE NEWSWIRE) -- Quest Software, a global leader in data management, cybersecurity, and platform modernization, today announced that its Quest Identity Defense and Quest Identity Recovery for Entra ID products are now available through

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Turning $500,000 into $100,000 of annual income requires a 20% yield, and no durable, diversified income portfolio should be built around that assumption. Anyone quoting a number that high is usually taking on extreme risk, relying on leverage, or handing back some of your own capital. The dividend-growth formula solves a different equation. It accepts ... The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

Commvault Systems (CVLT) has drawn investor attention after launching "Commvault Minutes to Recovery," a global, hands-on cyber resilience simulation that allows security and IT teams to rehearse AI-driven attacks and benchmark clean recovery performance. See our latest analysis for Commvault Systems. Recent product launches, a new Chief Partner Officer, an expanded Microsoft Azure partnership, and the newly filed securities class action have all landed as Commvault Systems’ 30-day share...

A 2% yield looks weak next to a 10% high-yield fund, at least on day one. Most income screens sort by current yield in descending order, which means companies with the strongest dividend-growth records can sit near the bottom of the list. That ranking is the trap. Current yield is a snapshot. It tells you ... Why Today’s Dividend Yield May Be The Least Important Number In Your Portfolio

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Microsoft is a massive company with hundreds of billions in revenue from dominant businesses. Analysts expect that Microsoft’s gaming revenue, which includes software sales and Xbox hardware, shrunk 7.5% in the just ended fiscal year, to $21.7 billion, according to Visible Alpha. Before the AI boom, gaming was a significant part of Microsoft’s growth story, says D.A. Davidson analyst Gil Luria.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Microsoft faces a new securities fraud class action alleging misleading statements about Copilot and Azure performance. A separate class action from residents near the Mount Pleasant, Wisconsin data center claims harmful noise pollution. Both lawsuits introduce fresh legal and reputational questions around Microsoft’s AI rollout and data center expansion. These cases arrive at a time when Microsoft (NasdaqGS:MSFT) is closely watched for its AI push and cloud position, with the stock last...

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 3.4% in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy in 2026. Recently, on July 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) is launching a new company called Microsoft Frontier, with the aim of helping businesses choose and integrate AI technologies that actually fit their needs and generate real returns. As per the […]

Yahoo Finance's Dan Howley discusses Anthropic's expansion of its Claude Cowork agentic AI platform to mobile devices and how the company is shifting its narrative to focus on eliminating busywork rather than replacing human workers.

A 12% yield looks unbeatable on day one. A retiree who wants $60,000 a year needs only about $500,000 at that yield, compared with roughly $1.7 million at a 3.5% yield. But retirement income is not a one-year problem. The better question is which income stream can hold up after inflation, market cycles, and years ... The Dividend Growth Snowball: How Modest Income Today Can Become Serious Income Later

SAIL's ARR growth, raised fiscal 2027 outlook and AI identity push support its case, but valuation and SaaS timing keep caution in focus.

Microsoft has begun routing Copilot queries in key Office apps away from external partners such as OpenAI and Anthropic to its proprietary models.

One line from Microsoft (NASDAQ:MSFT) CEO Satya Nadella on the April earnings call reframed the entire debate over how quickly generative AI can turn into a real profit-and-loss line. The company’s AI business now operates at scale, and the growth rate suggests the ramp is still in its early innings. The Number $37 billion. That ... Microsoft’s $37 Billion AI Number Is Staggering

Investing.com -- Microsoft (NASDAQ:MSFT) shares ticked up 1.75% on Tuesday, outperforming a sluggish Nasdaq following reports that the tech giant is beginning to ditch pricey third-party AI models in favor of its own homegrown technology. According to Bloomberg, Microsoft has quietly deployed its newly minted, internally developed MAI models directly into Excel and Outlook. The under-the-hood swap is already handling tens of thousands of AI prompts a week across the spreadsheet and email apps, a

Ondo just launched a perps platform where tokenized stocks can be used to back leveraged positions.

Microsoft (NASDAQ:MSFT) has quietly built a $37 billion AI business, yet the stock has done the opposite of what you would expect. Shares of Microsoft closed at $390.49, down 18.9% YTD, while Azure grew 40% and commercial backlog nearly doubled to $627 billion. Satya Nadella runs one of the most profitable software franchises ever assembled. ... Price Prediction: Microsoft Stock Will Hit $500 on This Date

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.

Both of these popular AI stocks are on sale.

Now could be a good time to consider buying the dip.

Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) both reported earnings on April 29, 2026, and both have been punished in 2026 despite operational strength. Meta is off 11.54% year to date; Microsoft has fared worse at down 18.9%. The market is asking which Mag 7 titan is truly the bargain. Ad Engine Roars. Azure ... Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?

Former Microsoft Quantum leader and Senior UK Civil Servant join to scale commercialization following the company’s $200M USD raise Source: Photonic Inc. Orlagh Neary, Chief Marketing Officer (CMO), Photonic Inc. Source: Photonic Inc. Briony Shipman, Vice President, Global Government Affairs, Photonic Inc. VANCOUVER, British Columbia, July 07, 2026 (GLOBE NEWSWIRE) -- Photonic Inc., a global leader in distributed quantum computing, today announced the appointments of Orlagh Neary as Chief Market

CONSHOHOCKEN, PA / ACCESS Newswire / July 7, 2026 / Lumen21, L&L Consulting Services, and TechWise Group today announced a strategic merger, combining into a single organization operating under the TechWise Group name. TechWise Group serves growth ...

Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.

Global technology service provider, Logicalis, has achieved Microsoft Frontier Partner status alongside its Microsoft Copilot specialisation, reinforcing its position as a trusted partner for organisations looking to scale AI securely, responsibly, with measurable business impact.

The cybersecurity stock surged because the market looked beyond good results and bought into a much bigger story about the future.

Before the stock nearly doubled, the company’s own earnings calls were pointing to a powerful new growth engine firing up in the one place most people had stopped looking.

Wix.com Ltd. (NASDAQ:WIX) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins. Wix.com Ltd. (NASDAQ:WIX) is another AI stock that has struggled in today’s AI era. The shares are down by 69% over the past year and by 51% year-to-date. Banking giant JPMorgan discussed Wix.com Ltd. (NASDAQ:WIX)’s shares on June […]

Microsoft’s Game Pass has around 30 million users, well below the company’s internal projection of 77 million, the Wall Street Journal reported, citing a source.

Researchers from Harvard Business School and INSEAD said in a working paper published in June that AI-native startups are building smaller, flatter organizations while hiring fewer entry-level workers and more experienced technical talent than traditional startups. The study, titled “AI-Native...

Microsoft stock sinks as the giant announces significant layoffs, primarily affecting its Xbox division. Here’s what the job cuts mean for MSFT shares.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Shares of Microsoft fell almost 1% after the company said it’s cutting 4,800 jobs, or 2.1% of its global workforce.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Wix.com Ltd. (NASDAQ:WIX) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 18, JPMorgan analyst Alexei Gogolev lowered his price target on Wix.com Ltd. (NASDAQ:WIX) to $62 from $86, and left the Underweight rating on the shares unchanged. The target cut was part of […]

C3.ai Inc. (NYSE:AI) is one of the top 10 hidden AI stocks to buy. On June 4, C3.ai and Shell extended their multi-year collaboration to scale their enterprise predictive maintenance program globally. This expansion builds on a partnership dating back to 2018, which currently monitors over 13,000 pieces of equipment across Shell’s asset operations. Under […]

Top analyst sends stark message on Microsoft as AI expenses climb

During an interview with CNBC, DA Davidson’s Gil Luria said that every dollar of Microsoft's investment is going toward funding its AI efforts and data centers.

About 3,200 gaming jobs are set to be cut at Xbox over the coming fiscal year.View on euronews

STORY: Microsoft is cutting more than 2% of its workforce, or roughly 4,800 jobs, joining other tech titans in a wave of layoffs as they shift investments to AI infrastructure.:: MicrosoftIn a memo to employees, Microsoft's Chief People Officer said the roles being eliminated won't be replaced by AI, but are part of a broader effort to realign resources as AI changes how the company works.Booming AI demand has powered growth at Microsoft's Azure cloud-computing business, which was the exclusive

Microsoft is cutting 4,800 jobs, about 2.1% of its global workforce, including a large number of workers at its Xbox video game business. The layoffs included 1,600 Xbox workers, with more to come this year in a broader reorganization designed to “reset” Xbox as it faces heightened competition, the company said Monday. “Our business today is not healthy,” said a memo from Xbox CEO Asha Sharma, who took over the gaming division earlier this year.

Microsoft has revealed 4,800 job losses globally, with the bulk of the pain to be felt at its struggling Xbox gaming unit where a fifth of its workforce is facing the axe. Commercial and engineering teams would be the other areas of the group affected by the cuts, Microsoft said, the latest to hit employees amid huge investments in AI infrastructure to grow the business. Microsoft has also paid out vast sums to bolster its own productivity and bottom line but it denied any suggestion the roles

Microsoft said on Monday it is cutting about 2.1% of its workforce, or roughly 4,800 jobs, as ‌the Windows maker restructures parts of its commercial and ‌Xbox businesses, joining other tech giants in a wave of layoffs as companies ​shift investment toward AI infrastructure. The cuts highlight deepening concern among investors and economists that AI adoption will upend established industries, with job losses already emerging in sectors most exposed to automation.

(Bloomberg) -- Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will also divest four of its video-game development studios and is beginning the process to part ways with a fifth.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Mi

Xbox CEO Asha Sharma said the division's business "is not healthy" and will cut roughly 20% of its staff through fiscal year 2027

Investing.com -- Wolfe Research revealed in a note on Monday that it has cut its price target on Microsoft to $525 from $570, pointing to surging memory prices that have forced the firm to raise its fiscal 2027 capital expenditure estimate to $270 billion from $230 billion, while maintaining its Outperform rating.

Microsoft Corp (NASDAQ:MSFT) shares fell after the software giant said it would cut around 4,800 jobs, or 2.1% of its global workforce, as it restructures to focus on its biggest growth priorities. The stock was down 1.7% at $383.84 in late morning trading. In a memo to staff, chief people...

Microsoft said Monday it was eliminating about 4,800 jobs -- roughly two percent of its global workforce -- in a cost-cutting move that will deliver a sweeping restructuring of its struggling Xbox gaming division.The cuts include the deepest overhaul in Xbox's history, with approximately 3,200 gaming jobs to be shed over the coming fiscal year, four game studios being spun off or sold, and a fifth entering a review process that could lead to closure, the company said.

OpenAI and Anthropic may want to get their companies public as soon as possible. Microsoft and Meta may want to close financial deals for data centers sometime this year. Several sources say a new AI model from China has already caught up to US AI models across several features. The model in question is GLM-5.2 ... China Becomes Biggest Enemy Of US AI

If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

Microsoft and Chipotle both crushed the market over the past decade, but their recent stumbles reveal two very different problems and two very different bets on what comes next.

A retiree with $500,000 can buy a high-yield income fund showing a 12% distribution rate today and collect $60,000 in the first year if the payout holds. That same $500,000 spread across quality dividend growers paying 3.5% generates just $17,500 in year one. The bigger check feels smart initially, but the math can turn against ... Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement

Nelson Global Press Release Simpson Associates partners with Nelson Global to strengthen data security, compliance and governance with Microsoft Purview YORK, United Kingdom, July 06, 2026 (GLOBE NEWSWIRE) -- Simpson Associates, a leading UK data transformation consultancy and Microsoft solutions partner, has announced a new partnership with Nelson Global, supporting the multinational organisation in strengthening how they manage data risk and regulatory obligations using Microsoft Purview. Stre

Saints & Masters (S&M), a leading global technology advisory and execution firm with a strong focus on cloud services and AI-led innovation, has acquired the entire stake in the Bengaluru-based cloud and AI solutions provider Xencia Technology Solutions, adding deep Microsoft capabilities to its growing multicloud practice. With the acquisition, S&M is targeting revenue of over ₹1,000 crore from its Microsoft Cloud business over the next few years, reflecting its ambition to become a key enabler

Microsoft Corp. (NASDAQ:MSFT) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional holder, with 7.99% or 593.33 million outstanding shares in the company, as per the filings on March 31. As of the close of July 2, the consensus sentiment around Microsoft Corp. (NASDAQ:MSFT) was also strongly bullish. […]

NVIDIA Corp. (NASDAQ:NVDA) is one of BlackRock’s 30 most important AI stocks right now. On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and […]

Microsoft Corporation (NASDAQ:MSFT) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Microsoft Corp (NASDAQ: MSFT) confirmed the general availability of Anthropic’s Claude models in Foundry. Organizations can now run Claude within their Azure environments while leveraging Microsoft authentication, billing, and governance controls. Claude Models in Microsoft […]

July sets up as a rare buying window for forever holders. Two of the three mega-caps below are trading well off their 52-week highs, and the third just reported its best March quarter in company history. The thesis here is durability: cloud and AI scale at Microsoft, the global payments toll-booth at Visa, and Apple’s ... 3 No-Brainer Stocks to Buy in July and Hold Forever

Microsoft stock looks like a screaming deal at these levels.

Investors have chosen to see this company's glass as half-empty since late last year. Yet, it's continued producing fantastic growth anyway. Something's got to give soon.

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to accelerate physical AI adoption in real world environments. NVIDIA will become a strategic investor in Verkada and work on AI search and safety applications for buildings and other physical spaces. The company also appointed former Microsoft executive Nicholas Parker as EVP, Worldwide Field Operations, signaling a change in its go to market leadership. NVIDIA enters this news cycle with its stock at $194.83 and very large...

The worst-performing "Magnificent Seven" stock of 2026 owns about a quarter of one of the biggest IPOs in the pipeline.

Microsoft Corporation (NASDAQ:MSFT) is one of the best NASDAQ stocks to invest in for long term. On July 1, Xero announced an integration with Microsoft 365, allowing small businesses to access real-time financial data within the tools they use daily. By embedding JAX, Xero’s AI financial superagent, into Microsoft 365 Copilot, the partnership enables users […]

Meta Platforms is launching a new cloud infrastructure business, Meta Compute, to sell excess AI computing capacity. The move positions NasdaqGS:META as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Meta aims to turn its heavy AI data center investment into a potential high margin revenue source. Meta Platforms enters this shift with its stock at $582.9 and a mixed recent record, up 5.9% over the past week but down 7.1% over the past month. Shares are also...

Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI and Technology Stocks to Buy Now. On June 25, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) will be increasing the price of Xbox game consoles. This comes after Apple announced an increase in prices for MacBooks and iPads. Starting August 1, Xbox Series S consoles, which have 512GB of […]

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the stock’s recent rally and the reason behind it, as he stated: Let’s start with one of the Mag Seven stocks. Let’s start with Meta Platforms. Last night, […]

With geopolitical, inflation, and AI spending risks growing, investors are already pivoting toward higher-quality stocks in 2026.

Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.

This under-the-radar company doesn't get the recognition that semiconductor specialists receive -- but it certainly should.

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

Kyndryl Holdings expanded its Sovereignty Solutioning partnership with Microsoft to deliver compliant, data-residency-focused cloud and AI workloads across Azure public cloud and Azure Local for hybrid environments.

Microsoft has announced the launch of Microsoft Frontier Company with a planned investment of $2.5b. The new unit will embed 6,000 AI engineers and specialists directly with enterprise customers. The initiative aims to accelerate large scale AI adoption across industries in partnership with firms such as Accenture and KPMG. For investors tracking Microsoft, NasdaqGS:MSFT, this move represents a material expansion of its AI services effort rather than a routine product update. The stock last...

Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a nervous SaaS tape. The recovery accelerated after May, when management delivered a quarter that changed the conversation from “consumption ... Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group that could continue to do more of the heavy-lifting as more investors crowd into the “pick and shovels” plays that are profiting in ... The Mag Seven Could Become Magnificent Again in the Second Half, Says Pro

National Grid (LSE:NG) is committing $1.75b for a major stake in Joulent LLC. The partnership focuses on delivering power solutions for large U.S. data centers and AI infrastructure. The plan includes a 2.67 GW power facility in Texas designed to support Microsoft's long-term energy needs. The deal expands National Grid's U.S. footprint and exposure to digital infrastructure demand. For investors watching National Grid, this move deepens the company's role in U.S. electricity infrastructure...

Microsoft Corporation (NASDAQ:MSFT) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company stock’s decline during the second quarter, as he stated: We need to go over what the heck happened to these losing stocks in the month […]

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted why the stock “could be punished,” as he commented: Second worst performer, Amazon, off 12% from June. My Trust owns Microsoft; it owns this Amazon. This is […]

The agentic AI security market is set to expand from USD 1.65 billion in 2026 to USD 13.52 billion by 2032, driven by a 42.0% CAGR. As third-party AI tools grow, demand for secure integration across agentic environments rises. The BFSI sector will lead market adoption with autonomous systems enhancing fraud detection and risk assessment, necessitating robust security measures. AI governance & risk platforms are projected to grow fastest, enabling organizations to ensure transparency and complian

Shares of business transformation services company Genpact (NYSE:G) jumped 2.9% in the afternoon session after the company launched an AI agent-powered platform designed to help consumer goods companies automate and improve the recovery of lost revenue.

Shares of IT infrastructure services provider Kyndryl (NYSE:KD) jumped 3.2% in the afternoon session after it continued a rally that began after the company announced an expanded partnership with Microsoft to help clients meet data residency and regulatory requirements.

Microsoft shares soar as the behemoth announces a $2.5 billion investment in a new initiative, Microsoft Frontier Co. But does that warrant buying MSFT stock today?

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Microsoft (NASDAQ:MSFT) ranks #1 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 282 Microsoft (NASDAQ:MSFT) is down 22 percent year-to-date, and Redditors believe now is the time to buy the stock instead of chasing hype like SpaceX. Bulls […]

UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.

We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. Microsoft Corporation (NASDAQ:MSFT) is among the most undervalued stocks. TheFly reported on June 30 that, according to a report by The Verge’s Tom Warren, MSFT is considering canceling its upcoming Marvel’s Blade game as part of planned […]

Chevron stock has almost doubled investors' money over the past five years, yet recent share price weakness and a mixed valuation score suggest it may no longer be an obvious bargain at around US$165.69. Chevron has delivered a 97.6% total return over five years, which puts the recent short term pullback into context and raises the question of how much of the story is already in the price. The long term power deal with Microsoft for Project Kilby can support expectations for durable cash...

Energy stocks were higher late Thursday afternoon, with the NYSE Energy Sector Index rising 0.8% and

Microsoft Corp (NASDAQ:MSFT) announced a $2.5 billion investment to launch Microsoft Frontier Company, a new operating business focused on helping organizations deploy artificial intelligence at scale by embedding engineering and industry experts directly within customer operations. The...

New team will help businesses implement AI while reducing costs and shaping Microsoft's future products.

FEATURE Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The tech giant fell 23% in the first six months of the year, its worst first half since 2000.

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, enterprise technology services company Kyndryl announced the expansion of its sovereignty solutioning through new capabilities and services with Microsoft. Under the collaboration, Kyndryl Sovereignty Solutioning will be combined with Microsoft Sovereign Cloud capabilities to support customers […]

This matchup is a battle between tech royalty. It's hard to go wrong with either, but there is a winner here.

The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something with “Dividend” in its name and downright embarrassing next to the 3%-plus yields on traditional income ETFs. And yet DGRW keeps pulling in serious institutional capital. PNC, Bank of America, and Ameriprise all lifted their ... This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Kyndryl Holdings stock has fallen 71.7% over the past year, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount to their underlying fundamentals. That mix of weak recent returns and an undervalued read on the valuation checks sets up a clear tension for investors watching Kyndryl today. The 71.7% share price decline over the last year signals that sentiment around Kyndryl has been weak, even as valuation...

MSFT expands its new Surface rollout to Thailand as AI-focused upgrades aim to lift premium hardware appeal amid ongoing device business headwinds.

I keep hitting the buy button on Microsoft (NASDAQ:MSFT), and the June selloff only made me press it harder. When the tape dragged this stock down to $373 in June while the underlying business printed 18.3% revenue growth, my thesis stopped being a thesis and started feeling like a gift. I own this for the ... Forget the Retail Tech Glitz: I Am Loading Up on This Unassailable Enterprise Cash Cow

[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global AI Orchestration Platform Market size & share revenue was valued at approximately USD 9.81 Billion in 2025 and is expected to reach USD 11.80 Billion in 2026 and is expected to reach around USD 72.45 Billion by 2035, at a CAGR of 22.13% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Microsoft, Google C

BB upgrades BlackBerry AtHoc with deeper Microsoft integrations, helping organizations speed up emergency response and strengthen secure communications.

NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was up again, 1.3% early Thursday. The chips-to-software rotation may have helped Microsoft in recent days, but the tech giant needs more than that to turn its year around.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday, with the stock up 0.7%. The is little changed in premarket trading, while the is up .2%, and the is down 0.3%.

Sony will stop making physical game discs in January 2028, and Xbox's Project Helix reportedly drops its disc drive too.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.

Microsoft Corporation (NASDAQ:MSFT) is among the most profitable software stocks to buy right now. As of June 30, Microsoft Corporation (NASDAQ:MSFT) stock has declined by approximately 19% in June. As highlighted by The Business Times on June 29, the company’s shares are entering their worst month since the dot-com era. This is due to investors’ […]

Warren Buffett, the chairman of Berkshire Hathaway Inc., has reportedly chosen to delay his usual midyear donation to the Gates Foundation, the philanthropic organization founded by Microsoft Corporation co-founder Bill Gates and his ex-wife, Melinda French Gates. This marks the...

Meta plans to set up a cloud business and sell compute and AI to third-party customers, according to a Bloomberg report.

The biggest long-term winners of the AI revolution may be the companies supplying the compute, power, cooling, deployment, and data infrastructure that every AI model depends on.

(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on

Meta shares soared nearly 9% Wednesday on a report that the company is wading into the business of selling cloud computing services and access to AI models.

Chevron Corporation (NYSE:CVX) is one of the best dividend aristocrat stocks to buy now. On June 23 at the J.P. Morgan Natural Resources Conference, Jeff Gustavson, President of Chevron Corporation (NYSE:CVX), New Energies, reiterated a heightened focus on low-carbon technologies, including carbon capture, renewable fuels, lithium, and hydrogen. The push is part of a drive […]

Microsoft is regaining some ground as investors pivot back into AI software stocks.

Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy right now. Reuters reported on June 26 that Italy’s antitrust authority announced on Friday the opening of an investigation into Microsoft Corporation (NASDAQ:MSFT) concerning the alleged unfair commercial practices associated with the ​price hike of its “Microsoft 365” ​subscription. The regulator stated that […]

Chevron Corporation (NYSE:CVX) is one of the best energy dividend stocks to invest in now. On June 22, Chevron Corp (NYSE:CVX) entered into a strategic partnership with Microsoft to develop a co-located facility. The facility is to provide natural gas-fired power for the software giant’s data center in Texas. The Co-located facility, dubbed Project Kilby, […]

Meta shares rallied Wednesday following a report the company is planning to launch a business to sell excess compute capacity.

Wix.com Ltd. (NASDAQ:WIX) is one of the 10 Best Stocks to Buy According to Billionaire Glenn Dubin’s Highbridge Capital. Wix.com Ltd. (NASDAQ:WIX) is a software company that enables users to build websites. As is the case with its peers, the shares have not performed well in today’s AI era. They are down by 71% over […]

The artificial intelligence trade, which has powered by the lion’s share of stock performance and corporate profit growth this year, hit a snag on Wednesday amid reports that Meta Platforms is ready to challenge the market’s key players just as investors worry that cheaper China-based versions could unsettle the market’s hottest bet over the back half of the year. “The Magnificent Seven aren’t broken, they are evolving,” said Jay Woods, chief market strategist at Freedom Capital Markets.

Chevron and Microsoft have signed a 20 year deal for Chevron to supply electricity to a large AI focused data center in Texas tied to Project Kilby. Chevron is also reviewing additional U.S. data center power projects that would use its natural gas resources. The move signals an expansion of Chevron's role in supplying power to tech infrastructure as AI related electricity demand grows. Chevron, traded as NYSE:CVX, is stepping directly into the data center power business with this long term...

Microsoft Corporation (NASDAQ:MSFT) ranks among the AI stocks beyond NVIDIA that could surge in 2026. Following Microsoft Corporation (NASDAQ:MSFT)’s product announcements, JMP Securities reaffirmed its Market Outperform rating and $550 price target for the company’s shares on June 23. On June 16, Microsoft Corporation (NASDAQ:MSFT) stated that Copilot Cowork will be available globally and billed […]

Microsoft's stock looks far cheaper than Apple's.

Exxon Mobil maintains a sizable lead in quarterly revenue, while both energy giants report steady results with only minor fluctuations over two years.

Stock end mixed amid key jobs data and Fed chief Kevin Warsh's comments. Micron and Meta are among session movers.

Meta stock rallied on a report that the Facebook parent plans to offer access to its massive AI cloud infrastructure to business customers.

Microsoft, Exxon Mobil and Dell headline Zacks' latest research with updates on AI, energy and infrastructure growth opportunities.

(Bloomberg) -- Sony Group Corp. will end production of physical discs for its PlayStation video-game consoles starting in January 2028, going all in on a digital approach that will require consumers to download titles from the company’s online storefront moving forward.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsSupreme Court Backs Birthright Citizenship in Blow to TrumpDemocratic Socialist Ousts 15-Te

Velosio, one of the nation's largest Microsoft partners, today announced two strategic acquisitions: the commercial, non-government assets of Kopis, a Greenville, South Carolina-based custom software development and Azure solutions firm, and Acuitas, a Microsoft Dynamics consultancy with more than 20 years of experience serving the Dynamics community. Together, the transactions represent a significant investment in Velosio's people, capabilities and customer relationships as the company continue

Microsoft Could Cut Thousands More Jobs in New Restructuring Push

Technology stocks were getting off to a stuttering start to the third quarter, with shares slipping in Wednesday's premarket. Memory-chip maker Micron Technology—an AI trade darling that has more than quadrupled this year so far—was down 3.

On 30 June 2026, Genpact announced its AI-powered Deductions Recovery solution, built on Microsoft Azure, to automate deduction management and help consumer goods companies address revenue leakage and cash flow challenges. By orchestrating disputed deductions with a network of specialized AI agents, the solution highlights Genpact’s push toward higher-value, AI-enabled services that can reshape how clients manage accounts receivable. We’ll now examine how this new AI-driven deductions...

BlackBerry (TSX:BB) released major upgrades to its AtHoc mission orchestration platform, integrating with Microsoft Teams and Microsoft Entra ID. The update adds new dispatch controls and situational awareness tools for enterprise and government clients that rely on AtHoc for crisis management and critical communications. For investors tracking BlackBerry, this AtHoc update sits at the intersection of secure communications, critical event management, and cybersecurity software. By linking...

Recognition validates CallTower's expertise in deploying and managing Microsoft Teams calling solutions for organizations worldwide Modern Work Microsoft Solutions Partner Calling for Microsoft Teams Specialist SALT LAKE CITY, UT, ROCHESTER, NY, MONTREAL, QC, LONDON, July 01, 2026 (GLOBE NEWSWIRE) -- CallTower, a global leader in cloud communications and collaboration solutions, today announced it has earned the Calling for Microsoft Teams Advanced Specialization from Microsoft. This esteemed sp

Genpact (NYSE:G) has launched an AI powered Deductions Recovery solution for consumer goods companies. The platform uses Microsoft Azure and specialized AI agents to automate deduction management and recovery processes. The offering is designed to address revenue leakage, compliance needs, and manual workload in trade deductions. Genpact is rolling out this solution at a time when its stock has seen sustained pressure, with the share price at $27.5 and down 40.1% year to date and 37.7% over...

The potential cuts could impact about 5,700 roles.

Microsoft is set to hike Xbox prices starting Aug. 1 by $100 or more while discontinuing the 2TB model.

Demand for Microsoft’s Azure and AI services continues to grow and earnings are expected to remain robust.

Microsoft is planning to cut under 2.5% of its workforce in the latest round of layoffs ‌that could be announced as early as next week, Business ‌Insider reported on Tuesday, citing sources. • The layoffs ⁠will impact thousands of roles, including sales and consulting, as well as jobs at the Xbox gaming division, ⁠the Business Insider report said. • Microsoft declined to comment on the report.

Horizon Quantum aims to fill a void in the quantum computing industry.

Microsoft's AI momentum, Azure expansion and Copilot adoption drive growth, but capacity limits, competition and regulation remain key challenges.

STORY: "This market believes in AI one day and then it's just scared about the spending. Now all these companies that have pristine balance sheets, not only are they issuing stock, but they're also taking on a lot of debt. They are making huge bets," said Diton.He said the scale of the spending has made it harder to determine which companies will ultimately benefit."Everyone may not win. There could be some winners, there could be some losers. Look at Microsoft stock. It has come down a lot from

Binance expands its bStocks offering and adds support for Microsoft, Meta and more as tokenized U.S. securities.

SemiAnalysis sees stronger data center revenue ahead.

OpenAI's IPO cold feet could leave Microsoft, one of its biggest backers, walking a tightrope it did not sign up for.

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

In recent weeks, partners such as Tech Mahindra, FPT, Chevron, Morningstar, PitchBook and ICON have announced expanded collaborations with Microsoft that embed Azure, Copilot and other cloud-AI services into telecom networks, clinical trials, financial workflows and hyperscale data centers. At the same time, mounting regulatory scrutiny in Europe, higher hardware costs, and Xbox price rises underline how Microsoft’s AI push is reshaping everything from compliance risks to consumer pricing...

Microsoft's steepest monthly drop since 2000 has investors eyeing tech ETFs as a diversified way to gain AI exposure while limiting single-stock risk.

MSFT expands its security ecosystem with new partnerships and AI tools as cloud growth and bundled offerings boost security's role in future revenues.

As US stocks (^DJI, ^IXIC, ^GSPC) tick up in Tuesday's session — the last trading day of 2026's first half — investors' eyes are on the segments of Big Tech that have underperformed thus far. Portfolio Wealth Advisors president and CIO Lee Munson and Yahoo Finance Tech Editor Dan Howley outline what investors have been seeing from Big Tech stocks, especially as memory chips begin to dominate the AI trade.

Canberra, Australia--(Newsfile Corp. - June 30, 2026) - Australian technology company Infront Systems has launched Opess, a managed cloud governance and FinOps service designed to help Australian Government agencies and regulated organisations strengthen cloud governance, improve financial accountability and maintain continuous compliance as the Australian Government's Whole-of-Government Cloud Computing Policy comes into effect.To view an enhanced version of this graphic, please...

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. What’s more, if the Mag 7 can roll back the years and start having a positive impact on the Dow, it could even reach 53,000 before the World Cup is over.

New integrations extend BlackBerry AtHoc mission orchestration into the identity and collaboration systems organizations already run, keeping coordinated response fast and accountable as the window between warning and action shrinks WATERLOO, ON / ...

Microsoft (NASDAQ:MSFT) has been brutalized in 2026, down 26.72% year to date and 7% in the past week alone, even as fundamentals accelerate. With shares at $352.83 heading into the final trading days of June 2026, the question is whether this is capitulation or the start of something worse. Our model says capitulation, and the ... Despite Dropping 26% This Year, Microsoft is a No-Brainer Buy

My buy order on Microsoft (NASDAQ:MSFT) has fired five times this year, and the sixth sits queued for Monday morning. The stock is down. The headlines are nervous. I keep adding, and I am writing this to explain exactly why. What pulls me back is simple. Microsoft sits at the center of the agentic computing ... This Stock Will Dominate The Second Half of 2026

Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deutsche Bank reiterated the stock as “Buy,” noting that the stock is underappreciated. We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value […]

D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

In the latest trading session, Microsoft (MSFT) closed at $368.57, marking a -1.18% move from the previous day.

The AI data center boom has created an unusual power shortage, and oil companies are stepping in to supply the needed power using their extra natural gas. Chevron (CVX) became the latest to join that dynamic on June 22, when it announced a 20-year agreement with Microsoft (MSFT) to supply ...

QUBT may offer stronger upside in July as improving estimates, acquisitions and commercial momentum contrast with IonQ's weaker revisions.

Let’s dig into the relative performance of Expedia (NASDAQ:EXPE) and its peers as we unravel the now-completed Q1 consumer internet earnings season.

Microsoft rarely gets this cheap.

The space stock could join the top index by next week.

This is a supply-constrained year for Palantir Technologies. The company's core is its Artificial Intelligence Platform, embedded in government programs like the Maven Smart System and a fast-growing commercial base.

Last week, Michael Burry disclosed via Substack that he had bought December 2028 LEAP call options on Microsoft with strikes near $700 struck well above the roughly $356 to $360 level the stock was trading at. The actual trade is more interesting, and considerably more constrained, than “Big Short guy goes long Microsoft (NASDAQ:MSFT).” Burry ... “Big Short” Legend Michael Burry Just Bet Big on Microsoft

“In placing massive hyperscaling bets, investors are setting lavish expectations about future earnings.”

Microsoft (NASDAQ:MSFT) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate and Azure growth holding at 40%. But here’s what you should actually be watching. The Capex Furnace Nobody Wants to Price Microsoft just spent $30.88 billion on ... Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress

The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.

While the core ad business commands attention, a smaller segment is quietly compounding. The Family of Apps Other revenue line grew 74 percent last quarter. This growth is driven by WhatsApp's paid messaging and subscriptions, signaling that a new monetization engine is coming online.

Expect big capital expenditure numbers this second quarter reporting season from the largest tech companies.

CVX is pursuing new U.S. data center power projects after Project Kilby, leveraging natural gas to meet rising AI-driven electricity demand.

Microsoft faces pressure as massive AI infrastructure spending weighs on margins, with investors watching when Azure and Copilot investments begin to pay off.

Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk

The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition. Alphabet’s move comes amid a broader rebound for the Magnificent Seven group of stocks on Monday.

Tech stocks enter the final few days of the quarter in the aftermath of one of their worst weeks of the year.

Microsoft is headed for its worst month since December 2000.

US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.

Tesla stock rose more than 3% on Monday, after a poor showing the week prior. Elon Musk's automaker will report second-quarter deliveries this week.

Microsoft Corporation (NASDAQ:MSFT) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio. On June 24, 2026, Microsoft Corporation (NASDAQ:MSFT) entered a strategic partnership with Commvault (CVLT). The partnership aims at enhancing AI and cyber resilience for enterprises shifting to the cloud. Under the agreement, Microsoft will integrate Commvault’s resilience […]