Actualités

The case tests how far AI bundling can go

Azure is printing billions at scale while a much smaller rival claims it shattered every profitability benchmark that matters. One of these AI stocks is quietly set up for the bigger surprise, and the answer is not obvious.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Options imply a 6.6% move after earnings.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where your money actually sits.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Oil prices rise, Visa is streamlining, Corning has worst day in four months, and more news to start your day.

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders

Amazon reported its Q2 earnings after the bell on Thursday.

US equity futures were mixed pre-bell Wednesday as hostilities between the US and Iran resumed after

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

The investigation is looking at changes made to monthly and annual subscription plans for Microsoft 365.

By Johann M Cherian and Ragini Mathur July 29 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday as investors awaited the Federal Reserve's monetary policy verdict against a backdrop of

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

The mainstream index funds don’t offer attractive dividend yields, but that doesn’t mean you need a fortune to retire on dividend income.

Wall Street futures were mostly higher pre-bell Wednesday as the global tech sector sell-off paused,

"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

‘There won’t be anything that AI can’t do better than humans.’

U. S. stock futures traded close to unchanged on Wednesday as investors prepared for a pivotal session featuring the Federal Reserve’s latest interest rate decision and quarterly earnings from artificial intelligence leaders Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT).

Britain's antitrust regulator said it would investigate Microsoft over whether it ‌misled personal and family customers when marketing ‌subscription plans for its ever-popular Microsoft 365 product, resulting in ​them overpaying. The Competition and Markets Authority said on Wednesday the probe would examine Microsoft's addition of its AI assistant Copilot to Microsoft 365 subscriptions. Personal and ‌family customers were ⁠initially offered Copilot at no extra cost, but some later faced higher-priced subscriptions when ⁠renewing.

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in ‌AI spending are beginning to pay off. By comparison, over the last 12 earnings cycles, Microsoft has averaged a 4.8% implied move and a 4.4% actual move, Option Research & Technology Services (ORATS) data ​showed. The significantly higher pricing this quarter suggests that investors view Microsoft — one of the hyperscalers whose massive AI capital spending is at the heart of this year's AI rally and the broader bull market — as central to the AI earnings story.

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

Tech giant Microsoft is set to report earnings today after the market close, and investors will be listening to hear whether the company expects to maintain the rapid growth at its cloud business, Azure. In its last quarterly earnings call, Microsoft said it expected roughly $190 billion in capex this calendar year, but the firm only spent about $30 billion in the first three months of the year. Microsoft shares closed up 1.1% yesterday, but they are 19% lower so far this year.

↗️ Ford Motor (F): Despite posting a drop in second-quarter revenue, the automaker boosted its full-year earnings outlook. Shares climbed more than 4% premarket. ↗️ Kering (FR:KER): Shares in Gucci’s parent company jumped more than 11% after revenue rose, signaling a recovery after years of weak demand.

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.