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(Updates with an additional statement from Microsoft in the fourth paragraph.) Microsoft (MSFT) i

The AI arms race is getting expensive fast. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Meta Platforms (NASDAQ:META) are now on track to collectively spend roughly $710 billion to $725 billion this year building data centers, networking systems, and AI chips. That raises an uncomfortable question for investors: How long can hyperscalers keep pouring hundreds ... Did Google Just Turn Chrome Users Into Its AI Data Center?

The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital ... Apple’s AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback

Xbox leadership shifts strategy as Microsoft scales back AI assistant plans for gaming platforms

Microsoft Corporation (NASDAQ:MSFT) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. Microsoft Corporation (NASDAQ:MSFT) reported its third-quarter fiscal 2026 earnings on April 29. Earnings per share came in at $4.27, marking a 21% increase. Revenue from Azure and other Cloud Services grew 40%. The company reported a gross margin of […]

State Street’s 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund ETF (NYSEARCA:VOO), which closed Monday at $660 with $839 billion in net assets as of early May. VOO sits roughly $160 billion shy ... State Street Calls It “The first $1 trillion ETF will land this year”

CGI Inc. (NYSE:GIB) is one of the most oversold Canadian stocks to invest in. On April 30, CGI Inc. (NYSE:GIB) inked a strategic partnership with Cleura to expand its sovereign cloud offering in the Nordics. The partnership comes as the company looks to capitalize on growing cloud demand from Nordic organizations. As part of the […]

They have historically beaten the market, and they aren't done.

Nvidia may surprise investors in such a scenario.

Magnificent 7 earnings are set to jump 45.7% in Q1 as AI-driven cloud growth and record S&P 500 profits fuel Tech sector momentum.

As part of a new collaboration, marketers can run the networking platform’s CTV ad campaigns using Amazon DSP.

Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.

Meta Platforms is trading at a relatively low forward P/E ratio.

(Bloomberg) -- White House Chief of Staff Susie Wiles said the US government would refrain from choosing winners and losers in artificial intelligence, the latest signal from a top aide to President Donald Trump as his administration prepares new AI policy directives.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agent

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Forrester Research (NASDAQ:FORR) reported first-quarter 2026 results that showed improving retention trends and strong free cash flow, even as revenue declined year over year and contract value (CV) remained down. Management also highlighted growing adoption of Forrester AI and continued progress on

Microsoft (NasdaqGS:MSFT) is reported to be reassessing its 2030 goal to match 100% of its electricity consumption with renewable energy, as AI data center power needs increase. The company is expanding AI and cloud infrastructure globally, including new multibillion dollar investments in Europe such as Portugal. Microsoft is deepening AI partnerships and has shifted its OpenAI agreement to a nonexclusive structure. The potential change in climate commitments could affect perceptions of...

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

It seems Alphabet can do no wrong right now.

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates

Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time

Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy in 2026 according to billionaire George Soros. Microsoft Corp (NASDAQ:MSFT) released its fiscal Q3 2026 (ended March 31) report on April 29. It reported an 18% YoY increase in revenue to $82.9 billion, supported by strong growth in the cloud business. That was more […]

With an upside potential of 33.31% as of May 3, Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. On April 30, Deutsche […]

ServiceNow (NOW) is back in focus after a packed Knowledge 2026 event, where it expanded partnerships with Nvidia, Microsoft, Google Cloud, and Lenovo and unveiled Project Arc, ServiceNow Otto, and an expanded AI Control Tower. See our latest analysis for ServiceNow. Despite all the AI news and partnerships, the stock is still working through a reset. It has a 30 day share price return of 9.79% and a year to date share price return of 37.60%, while the 1 year total shareholder return of...

NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.

Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.