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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.
(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China
Bill Ackman’s Pershing Square began accumulating Microsoft (NASDAQ:MSFT) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund’s Q1 13F filing. In parallel, Pershing Square has been building a separate Amazon (NASDAQ:AMZN) position from scratch ... Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.
(Updates to add Nvidia's comment in the fifth paragraph) Microsoft-backed (MSFT) OpenAI Chief Exe
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...
The new model will support tools that detect and fix software vulnerabilities.
The firm cited strong demand for upcoming AI chips and expanding market opportunities.
Microsoft is a stock that checks off many key boxes for Berkshire and other value-oriented investors.
Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.
Microsoft's (MSFT) market capitalization rocketed to a record high on Thursday, just a day after posting strong earnings results powered by AI growth.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft will report its Q4 earnings after the bell on Wednesday.
Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.
(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit
David Eaves: The big three hyperscalers — Amazon, Microsoft and Alphabet — control more than 70% of the market
U.S. chip stocks are struggling as a result of fragile investor sentiment ahead of U.S. hyperscaler earnings this week, UBS's Mark Haefele wrote. Microsoft and Meta report earnings Wednesday, before Apple and Amazon report Thursday.
(Bloomberg) -- AI’s decimation of call center jobs has begun.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCitadel Securities Sees Warsh Delivering Surprise Fed Rate HikeChip Rout Deepens on Circular Funding, China Competition FearsCompanies ranging from the Commonwealth Bank of Australia and Microsoft Corp. to Uber Technologies Inc. and Hyatt Ho
Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.
Meta’s data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
AAPL, MSFT and AMZN earnings join key central bank meetings as investors track AI spending, interest rates and rising geopolitical risks.
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman and Nvidia (NVDA) Chief Executive Jensen H
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
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