Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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.
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.
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.
The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.
Sandisk, Carpenter Technology and Amkor have been highlighted in this Screen of The Week article.
Everyone is waiting for when the major AI spending would start bearing fruit. But Aswath Damodaran, the NYU Stern finance professor known as the “Dean of Valuation,” is raising alarm bells and thinks the ROI may not return soon and may not reach the levels many expect. During a program on CNBC, he specifically mentioned […]
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.
(Corrects the direction of Microsoft's stock move in the sixth paragraph.) US equity indexes ende
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.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
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.
Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.
Microsoft's voluntary buyout offered longtime employees far more than a cash payout, and the most valuable piece had almost nothing to do with severance. For workers near retirement age, one overlooked benefit could quietly reshape when they collect Social Security for the rest of their lives.
Both Microsoft and Amazon are coming off terrific earnings reports.
Apple (AAPL) asked a US judge for a preliminary injunction barring ChatGPT maker OpenAI and two form
Amazon.com, Inc. (NASDAQ:AMZN) completed its full $50 billion OpenAI investment and built a roughly 5% stake, the Financial Times reported on July 31. The payment became possible after Microsoft Corporation (NASDAQ:MSFT) revised its OpenAI agreement on April 27 and ended the exclusivity that had constrained rival cloud providers. Amazon originally committed $15 billion immediately and […]
Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.
The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.
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...
Xbox's $150 price hike and Sony's earlier increase show AI memory demand pressuring US console costs before GTA VI.
Microsoft’s Q4 results and the ensuing rally injected fresh life into the stock, which has lagged for most of this year.
