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STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.
$450 billion That's the amount of market capitalization gained by Microsoft yesterday, the largest one-day gain in market value by any U.S. business, ever. The tech giant's stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash.
July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank
Microsoft surged after delivering stronger-than-expected results, led by Azure growth, expanding operating margins and signs AI spending is driving revenue.
By Rae Wee SINGAPORE, July 31 (Reuters) - Asian markets rallied hard with Wall Street on Friday as South Korea's battered market made a record comeback, stirring hopes that a recent rout in AI-related
<body><p>STORY: :: Central California / July 30, 2026</p><p>:: AI is costing billions and Wall Street expects returns</p><p>:: Stephen Nellis, Technology Correspondent</p><p>"The big takeaway from a spate of big tech earnings this week is that AI costs a lot of money to build, but what Wall Street really cares about is whether you have a credible plan in place to make money off of AI once you've built it."</p><p>"Microsoft and Meta both talked about spending a lot of money to build up data centers to deliver AI, but one stock, Meta, got punished while another stock, Microsoft, got rewarded. I think what you have to understand is that there's a huge difference in how these companies want to go after AI."</p><p>"Meta is looking at weaving AI into all of its existing products that people know about, like Instagram, etc."</p><p>"Microsoft has a bit of a different approach where what they're pitching is saying, hey, what we plan to make money on is that part of helping the business figure out how to apply AI to the data inside their business."</p><p>"Apple is a little bit different case from the rest of its big tech peers, and that's because at this point, its business is still mostly selling things like iPhones because it's been very late to AI."</p><p>"The company had really good sales of iPhones and Macs in the quarter that just ended in late June, but looking ahead to the quarter that we're in currently in the rest of the year, it's actually signaling that this AI data center build out is really gumming up the supply chain in a way that's gonna make it harder for Apple to actually build its consumer devices, even though those devices don't compete directly with these data centers."</p><p>"And I think you're seeing the market respond to what they think of those different approaches."</p></body>
South Korean stocks soared a record 17 percent Friday as global tech firms performed a blistering recovery from an extended sell-off, with beaten-down chip giant SK hynix rocketing more than a quarter as the AI boom roared back.Seoul's Kospi had been at the forefront of the sell-off after hitting a record high a month ago, with chipmakers SK hynix and Samsung the poster children of the rout, losing around half their value in the panic.
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 businesses.
Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to materialize. Cramer Calls Amazon ‘Astonishing’ After AWS Delivers CNBC host Jim Cramer called the results “astonishing,” in a post on X, though he said Microsoft Corp. (NASDAQ:MSFT) remains the standout am
July 31 (Reuters) - Indian shares were expected to open higher on Friday, supported by a rebound in Asian markets and renewed foreign buying that improved sentiment towards domestic equities.
South Korean stocks jumped 17%, leading the region’s equity markets higher, as chip and technology shares climbed.
IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]
AI stocks skyrocketed today after a hedge fund blowup.
Xbox CEO Asha Sharma outlined a turnaround plan focused on accelerating growth, expanding franchises and lifting margins.
Microsoft (MSFT) stock spiked 15% in Thursday's trading session after delivering blockbuster results for its fiscal fourth quarter yesterday evening.
<body><p>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.</p><p>:: Microsoft</p><p>Shares 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.</p><p>That boosted overall market sentiment, says Mary Ann Bartels, chief investment strategist at Sanctuary Wealth.</p><p>“I think the real focus is on Microsoft and their earnings report. There's been a lot of concern about the hyperscalers, the money that they're spending and whether or not they're going to get a return on their capital. And Microsoft eased their concerns. Their spend on their cloud they didn't raise, and their return on their cloud was positive. So the market's really hyper focused, I think, that things aren't that bad.”</p><p>:: Amazon</p><p>After the close, Amazon gave investors more reason to cheer when it topped market expectations for quarterly cloud revenue growth on the back of surging enterprise AI spending, signaling the company's hefty investments were bearing fruit. Its shares, up nearly 4% at the close, surged more than 8% in extended trading.</p><p>Also after the bell, Apple reported sales and profits that beat Wall Street expectations, fueled by its customers snapping up iPhones and MacBooks amid price increases across the consumer electronics sector. Its shares, however, dipped more than 2% in extended trading.</p><p>:: Meta Platforms</p><p>And shares Meta tumbled 8% after the social media heavyweight reported a 91% drop in second-quarter free cash flow, a sign that its costly AI buildout was causing a financial strain.</p></body>
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...
Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. The company’s stock surged 16% after its earnings quelled concerns that investments on data centers, chips and more would outpace the company’s ability to generate cash. Microsoft’s $450 billion one-day gain in market capitalization was the largest by any U.S. business, ever.
Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. The closely-watched Amazon Web Services business grew 37% to $42.4 billion. Analysts were forecasting 31.3% growth for AWS prior to the report.
Amazon.com topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending, signaling the company's hefty investments were bearing fruit. Revenue at its cloud computing unit, Amazon Web Services, jumped 37% to $42.2 billion in the second quarter ended June 30, compared with analysts' consensus estimate of a 31.21% increase, according to data compiled by LSEG. Amazon said it burned $7.6 billion of cash on a trailing twelve months basis in the second quarter, compared to $18.2 billion in free cash flow a year earlier.
Microsoft and Meta maintained substantial infrastructure programs, supporting expectations for continuing demand for NVIDIA processors.
Amazon's forthcoming results will test whether accelerating AWS demand can justify its enormous artificial-intelligence infrastructure budget.
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