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Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning

NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?

AI’s big bucks go mostly toward computing gear like chips and servers in data centers. Should that trend persist, it could come to bite suppliers including chip giant Nvidia which reports quarterly results after the bell today. Nvidia can insulate itself from cost inflation by expanding offerings that don’t require as much in-demand memory, by passing on higher prices to customers and by inking longer-term deals with its own suppliers at lower prices.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

The initial rollout will focus on tax teams and PE clients, allowing them to create agentic workflows.

UiPath (NYSE:PATH) has expanded its Automation Cloud presence in South Korea through a partnership with Microsoft. The company has launched Intelligent Xtraction and Processing on Google Cloud Marketplace, adding another major cloud partner. These moves align with UiPath’s efforts to embed its automation tools with large technology and consulting partners. UiPath, trading at around $10.55, has seen mixed share performance, with the stock up 5.4% over the past week but down 33.6% year to...

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

The key takeaway from Ackman's move isn't that Alphabet isn't a good stock to own.

Andreas Halvorsen ranks among the richest hedge fund managers in the world. Accounting for a 4.13% share ($1.55 billion) in the billionaire’s portfolio, Microsoft Corporation (NASDAQ:MSFT) ranks as Andreas Halvorsen’s top stock pick. The UK’s Competition and Markets Authority (CMA) has initiated a probe into Microsoft Corporation (NASDAQ:MSFT)’s commercial software infrastructure, the regulatory agency announced […]

This semiconductor leader has grown sevenfold over the past year and shows no signs of slowing.

The US tech giant Anthropic is withholding British companies’ access to its powerful AI model after warning it was too dangerous to release globally.

After topping $5.5 trillion, could $6 trillion be next?

Microsoft (NasdaqGS:MSFT) is planning to open its largest data center in India in mid 2026 following a record US$17.5b investment. The company has announced additional large scale data center and AI infrastructure plans across Canada, Brazil, and Ireland. New partnerships, including Digitate's Agentic AI certification on Azure, are expanding the range of AI solutions available to enterprise customers. For investors tracking Microsoft (NasdaqGS:MSFT), these moves sit at the heart of its...

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

The Bill & Melinda Gates Foundation has finalized its phased exit from Microsoft Corp. by selling its remaining stake in the tech giant. The Gates Foundation’s trust offloaded its final 7.7 million shares of Microsoft during the first quarter of...

The Korea rollout gives UiPath local cloud infrastructure for enterprises with data-residency needs, making customer adoption and Microsoft-led deployments the next markers for regional cloud revenue.

The "Magnificent Seven" are looking less magnificent in 2026. This low-cost index fund could be a better buy.

IBM stock has shed 25% in 2026, topping mega-cap decliners. Strong earnings haven't stopped the slide. Here's what investors need to know.

“By the end of this week, you and Sam will be the most hated men in America.”

We discuss AI infrastructure, quantum computing, and modern warfare ETFs.

UiPath, Inc. (NYSE:PATH) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 15, RBC Capital lowered its price target on UiPath, Inc. (NYSE:PATH) to $12 from $14. It reaffirmed a “Sector Perform” rating on the shares. The firm noted a cautious stance ahead of Q1 results, stating the company […]

Roughly $1.5 trillion has flowed into artificial intelligence deployment since the launch of ChatGPT in late 2022, according to Advisor Perspectives, a sum that matches the projected fiscal year 2027 U.S. defense budget. Amazon, Microsoft, and Google are projecting approximately $725 billion in ...

If the market maintains its all-time highs, DIA is poised to catch up as investors seek out the relatively cheaper pockets of the large-cap universe.

Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 3.8% in the afternoon session after reports revealed billionaire investor Bill Ackman's Pershing Square fund established a new stake in the company, alongside a series of analyst upgrades.

Income investors have spent the last two years quietly migrating away from traditional dividend stocks toward a newer category of fund that generates cash flow from options premiums rather than corporate payouts. The three NASDAQ-flavored options-income ETFs most yield hunters still overlook are the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), the Amplify CWP Growth & ... Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly

At $420, Microsoft (NASDAQ:MSFT) screens as compelling for research. The stock has slid 12.22% year to date even as the AI business surged past a $37 billion annualized run rate, up 123% year over year, creating an unusual gap between price action and fundamentals. Microsoft sits at the center of the enterprise AI buildout. Azure ... Microsoft at $420: Buy, Sell or Hold?