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Microsoft stock headed higher Tuesday, building on two straight advances as investors awaited the tech heavyweight's fourth-quarter earnings report due Wednesday. Is Microsoft stock a buy or sell now? Coming into Tuesday's session, the stock had risen more than 10% from its June lows and was running into its 50-day moving average.
Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.
AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.
Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.
Technology giant Microsoft (NASDAQ:MSFT) will be reporting earnings this Wednesday after market close. Here’s what investors should know.
Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd catches on.
Nvidia is reported to be in talks to provide substantial financial backing for a Microsoft supported OpenAI AI data center project in Ohio. The initiative would expand OpenAI’s US AI infrastructure while deepening ties between Microsoft, OpenAI, and Nvidia. Following a recent US national security AI review, the CEOs of OpenAI and Nvidia met with Senator Mark Warner to discuss AI related issues. Microsoft, traded as NasdaqGS:MSFT, sits at a current share price of $389.1. The stock is down...
Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.
Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Why Etsy’s AI partnerships matter for investors Etsy (ETSY) is rolling out conversational AI across its marketplace, supported by new partnerships with OpenAI, Microsoft, and Google. This shift focuses on smoother search, smarter seller tools, and higher intent traffic. See our latest analysis for Etsy. These AI partnerships sit against a share price that has gained 32.64% over the past 90 days and delivered a 46.37% year to date share price return, while the 5 year total shareholder return...
The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?
Investors want to see that the cloud giants are justifying their massive capex. Google just did that.
This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.
Apple handed shareholders a huge amount of cash over the last five years. Here is what that money actually bought and the one business risk that could slow the machine.
I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.