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Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.
The timing raises new questions about Xbox's turnaround
Microsoft stock is bouncing back after a year in the doldrums.
The Dow’s winning streak was in jeopardy after a broad rally evaporated on Thursday. The blue-chip index was down 377 points, or 0.7%, after opening higher. The S&P 500 was down 0.3%. The Nasdaq Composite was off 0.
Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg tells Proactive's Stephen Gunnion the company has reported $874,000 in new customer contract value and 160 new customer contracts, with software gross margins of 92%. He describes these as proof points of a new phase of growth for the AI-powered event technology business. Gappelberg says average contract value is up 77% and that the company is increasingly signing three-year deals rather than one-year deals, providing greater revenue visibility. Enterprise customers including Microsoft, Meta, Google, Deloitte, and BNP Paribas are among those buying from the company's three platforms: Eventdex, MapD, and KraftyLabs. On KraftyLabs, Gappelberg says it is the most underappreciated platform Nextech currently owns, and that the company is building it into an AI-first corporate culture platform with an AI avatar layer set to launch in the coming weeks. Gappelberg also reveals that Nextech is imminently close to signing what he calls the biggest deal in the company's history, describing it as a multimillion-dollar contract he expects to close in August. He says this deal, combined with 92% gross margins, will significantly accelerate the path to profitability and cash flow. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Nextech3Dai #NexTech #AItechnology #eventstech #SaaS #softwaremargins #enterprisesoftware #smallcap #growthinvesting #techinvesting
Microsoft announced its fourth cloud region in India and its largest data center deployment in the country.
Microsoft price prediction as Citi raises its MSFT target to $600 after strong Azure earnings, with CoinCodex forecasting a similar move toward $600.
Nebius has no shortage of demand, but the speed and cost of turning new data center capacity into revenue could decide what happens next.
Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, as surging investment in AI data centers fuels demand for high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its total funding to more than $900 million.
Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.
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 the last two years, the company said.
In the past week, IPG Photonics Corporation reported second-quarter 2026 results showing sales rising to US$278.58 million from US$250.72 million a year earlier, while net income eased to US$5.24 million from US$6.61 million and basic earnings per share from continuing operations moved to US$0.12 from US$0.16. Alongside this, IPG Photonics highlighted ongoing 11% year-over-year revenue growth driven by industrial and emerging laser applications, beat profit expectations, and announced a...
Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.
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.
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing.
Investors have not missed out quite yet after Microsoft's post-earnings rally.
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
(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
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
The investment is starting to pay off.
(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
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