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"Shark Tank" investor Kevin O'Leary wants to build a massive AI data center in Utah that will generate more than double the power the state currently uses. Dubbed Stratos, the data center recently received Utah’s Military Installation Development Authority designation....

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]

The stock market spent much of the past two years celebrating artificial intelligence as the next great productivity boom. Companies from Nvidia (NASDAQ:NVDA) to Microsoft (NASDAQ:MSFT) raced higher as investors poured money into anything tied to AI infrastructure. But there’s another side to that story beginning to emerge. What happens when the technology that boosts ... Coinbase CEO Warns American Workers: Mass Layoffs Are Coming to ‘Every Company’

Government will test frontier systems for national security risks

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

Gas prices were rising fast enough to turn a geopolitical standoff into an economic problem for everyday Americans. Over the past two weeks, investors watched oil prices climb, inflation fears reawaken, and concerns grow that a broader Middle East conflict could push the economy off course just months before the midterm elections. But early Wednesday ... Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms

Medline Inc. (NASDAQ:MDLN) is one of the best young stocks to buy and hold for the next decade. On May 4, Medline officially launched Mpower, a cloud-based, AI-powered digital control tower designed to enhance supply chain resiliency for healthcare providers. Developed in collaboration with Microsoft and informed by feedback from US health systems, the platform […]

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

Microsoft (NASDAQ:MSFT) trades at $411.38, a level worth a closer look. The slide from $552.51 to $410 looks like a discount. The stock has fallen 14.74% year-to-date even as the AI business grew at triple-digit revenue rates, a disconnect worth examining. Microsoft sits at the intersection of two enterprise budgets. Productivity software and cloud compute ... Buy, Sell or Hold Microsoft at $410?

Everyone knows Bill Gates’ Microsoft (NASDAQ:MSFT) story. The interesting position sits one line further down the Gates Foundation Trust’s 13F: Caterpillar (NYSE:CAT), the yellow-iron giant most investors still file under “old economy.” According to the most recent filing, the Bill & Melinda Gates Foundation Trust holds 6,353,614 shares of CAT, valued at $3,639,794,852, with sole ... Bill Gates Owns Billions in This Secret AI Player Up Nearly 183% in a Year, and It’s Not Microsoft

Alphabet (NASDAQ:GOOGL) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY) and Google Cloud growth of 63%. The stock has rallied 30% in the past month, validating the report. That is the bar. Below, we count ... Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

Microsoft has had a rough start in 2026.

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger

Microsoft (NASDAQ:MSFT) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple digits and a contracted backlog underwrites years of revenue. The pullback to around $411 from the 52-week high of $552.45 hands long-term buyers a discounted ... 3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Microsoft faces pressure from capacity constraints and competition, even as AI momentum and Azure growth drive demand beyond available supply.

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

CoreWeave emerges as a key AI infrastructure play, powering Big Tech's LLM race with surging demand, rapid growth, and billions in fresh funding.

Microsoft's 2026 Work Trend Index finds workers are racing ahead with AI while their companies' systems lag.

Motley Fool CEO Tom Gardner breaks down the changing dynamics behind earnings from four of the Magnificent Seven companies.

Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fierce competition among foundational tech giants is creating an unsustainable, highly fragmented envir

Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.