Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
Microsoft crushed Wall Street's targets for its fiscal fourth quarter thanks to cloud computing and AI strength. Microsoft stock rose late.
Microsoft's (MSFT) fiscal fourth-quarter results topped Wall Street's expectations, driven by a reve
Software giant ends fiscal year with $90 billion in quarterly sales, beats Wall Street expectations.
Microsoft and Meta reported ballooning AI costs on Wednesday, but Microsoft still managed to increase its profits, while Meta posted a sharp earnings decline.
Microsoft (MSFT) rise after reporting Q4 results. Market Domination Host Josh Lipton delivers the latest earnings details as the numbers cross the wire.
Microsoft topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, a sign its massive spending on AI infrastructure was paying off as capacity constraints ease and more businesses adopt the technology. Shares of Redmond, Washington-based Microsoft were up about 3% in extended trading. "This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation," CEO Satya Nadella said.
SK Hynix delivered a blockbuster earnings report on Wednesday, only to watch its stock crater. On Bloomberg Daybreak Europe, host Lizzy framed the paradox: “A sixfold surge in profits just isn’t enough. SK Hynix slumps as the chip giant says capital spending will rise around 50% this year.“ The Korean memory maker’s operating profit jumped ... SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running
Despite geopolitical and market challenges, KPIT Technologies Ltd (BOM:542651) focuses on strategic partnerships and innovation to drive future growth.
Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.
Strong cloud demand may not silence spending concerns
Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints get.
By Purvi Agarwal, Tharuniyaa Lakshmi and Avinash P July 29 (Reuters) - European shares edged lower on Wednesday, as diverging results from French luxury groups weighed on the broader sector, while
Microsoft's AI business is growing at a triple-digit pace yet the stock sits near a 52-week low, and that gap between reality and share price raises one very specific question about where this company lands by decade-end.
(Updates with Microsoft's response in the last paragraph.) Microsoft (MSFT) is facing investigati
Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.
Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.
Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.
The latest oil spike was sending the Dow tumbling, but the Federal Reserve’s interest-rate decision and a gauntlet of earnings loom. The Dow Jones Industrial Average fell 700 points, or 1.3%. The S&P 500 was down 0.
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
