Actualités

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

The rally added about $562 billion to its market value.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.

Cash flow could become next pressure point for megacaps

Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative f

Even if AI demand stalled, the new capacity could support its existing cloud business

Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory and storage components. This situation, the CEO noted, has become unsustainable even though the company is doing its best to mitigate it. This pricing pressure has […]

Custom silicon could reshape Microsoft's AI cost structure

The company has been in talks with TSMC to secure manufacturing capacity for more than 300,000 units for delivery in 2027

Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions Chevron as a long term energy provider to AI hyperscalers, combining gas supply, carbon capture and renewable integration. Project Kilby reflects a shift in how energy is monetized as data center power demand grows with wider AI adoption. For investors watching how AI is reshaping demand for power, connectivity and hardware, this Chevron...

Brent crude has swung from $138 to the high $60s and back again in 2026, and three U.S. oil majors are riding that chaos to gains Wall Street did not see coming. The real question is whether the move that already happened is just the warmup.

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly

Four stocks built on investment-grade balance sheets and decades of payout discipline could quietly generate thousands in annual passive income without requiring you to touch a thing after you buy them.

Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance

Microsoft is ramping up its custom silicon strategy by preparing to unveil the Maia 300 AI chip this fall while securing TSMC manufacturing capacity to reduce reliance on expensive Nvidia hardware.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to screen-free devices and other new form factors.

Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. Industry reports point to growing use of Microsoft platforms in healthcare digital twin projects that model hospitals, treatment pathways and patient outcomes. These trends highlight Microsoft’s role in long term national AI buildouts and healthcare system modernization beyond standard cloud and productivity...

The only fresh operating news of the week does not come online for another two years.

The company could unveil Maia 300 as soon as September and is reportedly seeking TSMC capacity for more than 300,000 chips.

Stocks were relatively flat on Monday, as investors await further developments on the status of nego

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits close to the current share price and mixed signals from other metrics. After a sharp move in the tech sector and fresh optimism around Microsoft’s cloud and AI businesses, investors are weighing that strong track record against a relatively low overall value score. A...

Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting the time it takes to turn a chip specification into working […]

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.