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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.

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.

(Updates with index/price moves and Fed/company/geopolitical news from the first paragraph.) US e

(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

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

Amazon reported its Q2 earnings after the bell on Thursday.

Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.

Value stocks are quietly outperforming growth this year, but the companies driving the surge look nothing like traditional value plays. The Russell 1000 Value Index has gained about 20% this year, trouncing its growth counterpart, the Russell 1000 Growth Index, which has declined 1.6%. Value stocks typically trade at a discount to what a company’s profits suggest they are worth; growth stocks aren’t cheap, but are expected to increase earnings at a faster-than-average pace.

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.

Microsoft reported its Q4 earnings on Wednesday.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Earnings season kicks into high gear this week.

Plus, America’s big cities are rapidly losing kids, and Trump puts off a major escalation of his military campaign against Iran.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

IBM has agreed to buy HRL Laboratories, a private quantum computing research lab jointly owned by Boeing Co and General Motors, the ‌company said on Thursday, adding a second pillar to IBM's quantum computing efforts. IBM has been racing ‌against Alphabet's Google, Microsoft and others to create practical quantum machines that can crack problems that would take conventional computers thousands ​of years to solve. In May, U.S. President Donald Trump's administration said it would award $1 billion to IBM to set up a new company called Anderon in New Albany, New York, to serve as a chip factory for U.S. quantum computing firms.

Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from ‌enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion ‌during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land ‌major deals with firms, including Anthropic.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.