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Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

I keep buying Microsoft (NASDAQ:MSFT), and the only thing that has changed over the last year is how often I add. The stock is down 4.25% over the past twelve months and 14.28% year to date, and that softness has been my friend. When a business this durable goes on sale while the underlying numbers ... The One Life-Changing Stock I Can’t Stop Buying

Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Competition between OpenAI and Anthropic, the two most prominent artificial intelligence start-ups, is intensifying as they race to expand relationships with major financial institutions. San Francisco-based Anthropic, which makes the Claude AI assistant that rivals OpenAI’s widely used ChatGPT, is launching a slate of new AI agent offerings for banks, investment managers, and insurers. The agents are meant to help those companies’ employees build presentations, synthesize webs of data sets and filings, build financial models, and complete other tasks, Anthropic said on Tuesday.

The AI company is pushing further into a sector critical to its enterprise business as it targets revenue growth and barrels toward an IPO.

Anthropic launches new financial services software offerings.

CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.

AI infrastructure leader CoreWeave has explosive revenue growth and a massive backlog.

Zoom Communications Inc. (NASDAQ:ZM) is one of the best enterprise software stocks to buy right now. On April 15, Zoom Communications appointed Russell Dicker as its new Chief Product Officer to spearhead the company’s transition toward an AI-first system of action. Dicker, who officially assumed the role on March 30, is tasked with overseeing the […]

The Nasdaq Composite (^IXIC) opened higher Tuesday, with the tech-heavy benchmark riding a familiar trio of tailwinds: a fresh wave of strong earnings, a sharp pullback in crude oil, and a pause in Middle East escalation. Risk appetite is back, and the Nasdaq Composite (^IXIC) is riding the bullish wave. Google parent company Alphabet (Nasdaq: GOOGL), ... Alphabet, Intel, Micron Lead Nasdaq Higher as Oil Drops on Paused Mideast Tensions

Alphabet is again tapping debt markets as AI infrastructure spending reshapes Big Tech financing strategies.

Meta is building a 1-gigawatt data center campus in El Paso

Microsoft plans to spend $190 billion on capex this year.

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

The agreement calls for AI developers to share models with reduced or removed safeguards to evaluate national security-related capabilities and risks.

DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Take-Two's Nov. 19 console launch carries high investor stakes after two delays and massive Grand Theft Auto V sales history.

Morgan Stanley and JPMorgan are working on the package

Debt heavy financing shows rising infrastructure costs

Meta Platforms is bringing social media into a new era with artificial intelligence.

Booking (NASDAQ:BKNG) Chief Financial Officer Ewout Steenbergen told attendees at a Barclays conference that the company is navigating near-term disruption from conflict in the Middle East while seeing “really strong” underlying demand trends across other regions and continuing to invest in artifici

Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.

​NVIDIA Corporation (NASDAQ:NVDA) plays an important role in the quantum computing industry through its accelerated computing infrastructure and software platforms. For instance, the company integrates quantum processors with its AI supercomputers through tools like CUDA-Q, an open-source platform for hybrid quantum-classical applications, and NVQLink for seamless connectivity. The company also ranks as one of the […]

Microsoft Corporation (NASDAQ:MSFT) is pursuing quantum computing as a core long‑term pillar of its Azure cloud platform. The company is developing topological qubits based on Majorana physics, which are aimed at fault‑tolerant quantum computers with up to a million logical qubits on a single chip. The company also ranks among the Best Quantum Computing Stocks […]

Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot

Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.