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

One market level could validate Microsoft's renewed momentum

Wall Street sees stronger returns behind massive infrastructure spending

Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.

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.

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 […]

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

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 […]

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

Revenue accelerated and the ad engine kept compounding, yet free cash flow came in at well under a billion dollars and the spending floor moved up again.

Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about what's driving the stock and guidance lower.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

I bought more Microsoft (NASDAQ:MSFT) the morning after fiscal Q4 landed, and I would hit the button again tomorrow. This is a position I keep adding to, and the July 29, 2026 report is exactly why. Investors walked in braced for a capex figure that would blow the model up. CFO Amy Hood did the ... Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave of AI winners might look nothing like the first.

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

Microsoft Stock Explodes 15% as AI Spending Concerns Fade

Memory chip supply constraints remain a problem for Apple.

8am: Nasdaq on a roll The Nasdaq is poised to charge ahead again on Friday after its best day in weeks, with Microsoft leading a tech-sector recovery and delivering its biggest single-day increase in market value on record, lifting sentiment across the broader market. Nasdaq futures point...

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure

Everyone knows that interest rates affect stock prices. The Fed’s decision Wednesday to keep overnight rates unchanged sounds like it would have been clearly bullish, but stocks sold off just after Chair Kevin Warsh’s press conference. Also following Warsh’s Q&A, long-term Treasury yields hit a 19-year high.

<body><p>STORY: From CXMT's big hitter IPO to Microsoft's largest one-day gain... This is the Week in Numbers.&nbsp;</p><p>:: Week in Numbers&nbsp;</p><p>:: 466%</p><p>466% was how much shares of CXMT soared by in their Shanghai trading debut...</p><p>catapulting the chipmaker to the top of China's stock market by valuation...</p><p>despite a recent sell off&nbsp;in global tech stocks.</p><p>Data showed the one-day surge was the largest among the world's 10 biggest IPOs this year by deal value.</p><p>And lifted CXMT's market capitalization&nbsp;to $487.73 billion.</p><p>CXMT has emerged as a key pillar of Beijing’s drive to build a self-sufficient chip industry.</p><p>The explosive debut crowned CXMT as China's most valuable listed company.</p><p>:: 17%</p><p>South Korea's benchmark KOSPI jumped 17% as the battered market made a record comeback....</p><p>stirring hopes that a recent rout in AI-related stocks had run out of steam.</p><p>Reversing steep losses from earlier in the week, the reversal followed surges in AI heavyweights Microsoft and Amazon...</p><p>lifting chip stocks broadly after upbeat earnings and forecasts from both.</p><p>:: $99 million</p><p>There was a&nbsp; $99 million loss in the first quarter of the year for Shein as it&nbsp; heads into its Hong Kong IPO.</p><p>Shein blamed slowing U.S. sales after Washington scrapped a duty exemption on small packages...</p><p>plus a one-off $328 million accounting charge.</p><p>Selina Li is Reuters Asia financial services correspondent:</p><p>"I think one thing that is for sure, we know that fast fashion isn't going away, but customers should expect those $3 items to get noticeably pricier as global trade rules catch up with the business model."&nbsp;</p><p>:: 16%</p><p>16% was the second-quarter drop at British Airways owner IAG.</p><p>It's been weighed down by soaring fuel costs and weak travel demand linked to the Middle East conflict...</p><p>and said it now expects capacity to be flat this year.</p><p>IAG, which also owns Iberia and Aer Lingus, said it saw an adverse impact from higher fuel prices from March onwards...</p><p>as fuel costs and emissions charges jumped.</p><p>:: $450 billion</p><p>Microsoft added nearly $450 billion in market value.</p><p>That was the largest one-day gain on record for a company...</p><p>after it forecast stronger-than-expected cloud growth and signaled continued cash generation through its new fiscal year.</p><p>The software giant's shares closed up more than 15%, lifting its market capitalization to $3.35 trillion...</p><p>surpassing chip giant Nvidia's previous record one-day gain.</p><p>The results offered fresh evidence that Microsoft's massive AI investments are beginning to pay off.</p></body>

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

By Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

Apple is growing like an AI spender, but isn't spending like one. Thursday's earnings show that route is cheaper, but it's not free of obstacles.

Stocks were on track to end the week on an upbeat note after Big Tech earnings revived optimism in the artificial intelligence trade.

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