Actualités

The software giant is better positioned for the agentic AI era than Wall Street thinks.

Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.

Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.

Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...

Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.

QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.

Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.

Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.

When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.

Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.

Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.

Investors want customers, chips and stronger deal economics

New customer announcements could become the biggest catalyst for the stock.

The facility, maturing in 2030, is priced at SOFR plus 2.50%

Nebius Lands $775 Million AI Funding as Microsoft and Meta Contracts Back Expansion

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

Wall Street Wobbles as U.S.-Iran Conflict Intensifies, Nvidia Leads Tech Decline

On July 15, 2026, 3M Company announced a partnership with Microsoft in which Azure will be the first hyperscale cloud to deploy 3M’s Expanded Beam Optical technology in its AI-focused data centers, while 3M adopts Microsoft’s AI and digital platforms across core business functions. This collaboration highlights how 3M is pairing its materials science and optical connectivity strengths with Microsoft’s cloud infrastructure to support AI infrastructure growth and modernize 3M’s internal...

The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]

Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.

Billionaire Warren Buffett is known for many things, whether its his decades leading Berkshire Hathaway, his investing wisdom or his philanthropic efforts. Buffett’s philanthropy takes center stage this week with donations announced for family foundations and a new plan to...

The same instinct Microsoft showed in acquiring Xbox—spend big now, trust that it pays off later—is running through its AI business, Naveen Parihar writes.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story