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Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.
Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
Here's a comparison of the two tech and AI giants.
3M (NYSE:MMM) announced a new partnership with Microsoft to deploy its Expanded Beam Optical technology in Azure data centers. The collaboration also includes 3M using Microsoft's AI tools to support its own enterprise transformation. This agreement places 3M's material science at the center of emerging AI and data center infrastructure build outs. For investors watching 3M, this partnership with Microsoft highlights how the company is positioning its core material science capabilities in...
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
A running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Microsoft must deliver on two fronts or risk another sell-off.
DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund actually delivers reliable income or just rides mega-cap momentum with a monthly distribution attached.
Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.
AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]
Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.
Big Tech Draws Line on AI: Nvidia, Microsoft Push Back on New Restrictions
It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.
The White House is expanding its voluntary Ratepayer Protection Pledge for AI data centers, adding nearly 200 utilities, governors, electricity cooperatives, public power providers and developers to the initiative, according to a White House official who confirmed the move to...
Readers weigh in on software stocks, IBM’s leadership, financial advise for athletes, and Barron’s list of top women advisors.
Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come next week, including Mag 7 earnings from Microsoft (MSFT), Meta (META), Apple (AAPL) and Amazon (AMZN), as well as the Fed decision and the latest Consumer confidence data.
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Apple, Microsoft, Meta Platforms, Amazon.com headline a massive earnings wave. The Federal Reserve meets, with a rate hike a possibility.
Nvidia, Microsoft and Meta joined more than 20 technology companies in urging U.S. policymakers to avoid broad restrictions on open-weight AI models
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.
Microsoft stock has pulled back from its highs and is down over the past year, yet valuation checks suggest the market may be underpricing the company, with both the intrinsic value estimate from a Discounted Cash Flow (DCF) approach and earnings multiples pointing to upside relative to the current share price. Over the past 5 years Microsoft has returned 38.8%, which shows that even after recent weakness the longer term shareholder experience has still been positive. Heavy AI infrastructure...
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
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