News

Broadcom is erasing nearly $320 billion in market value — the third-worst for US public stocks.

Bernstein is bullish on Bitcoin miners as they increasingly power the AI boom, assigning “Outperform” ratings to TeraWulf and Cipher Digital.

With strong hedge fund and Wall Street support, Microsoft Corporation (NASDAQ:MSFT) ranks among the best AI infrastructure stocks and carries an upside potential of 24.4%. Previously, Microsoft Corporation (NASDAQ:MSFT) built its early AI lead through its partnership with OpenAI. However, now, it is racing to prove it can operate independently. On May 28, 2026, Reuters reported that […]

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Microsoft (NasdaqGS:MSFT) has introduced xPilot with Hanshow, a retail-focused platform that applies real-time AI to physical store operations. The solution uses Azure and Microsoft Fabric to connect in-store data with retailer business systems, supporting digital twins and AI agents for store execution. Rainbow Department Store is one of the early adopters, providing a live testbed for operational and process improvements in brick and mortar retail. For investors watching Microsoft at a...

NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.

Not all "Magnificent Seven" names are in favor.

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

Microsoft (NASDAQ:MSFT) offers a rare combination of irreplaceable enterprise software and contracted cloud and AI demand, because its dual engine of irreplaceable enterprise software and a contracted cloud and AI backlog of $627 billion gives it the kind of revenue visibility almost no other company on Earth can match. For a retirement investor who has ... 1 Historic Dow Giant to Buy Hand Over Fist and Hold for the Next 25 Years

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

Companies in The News Are:M,MDT,OLLI,MSFT

Layoff Anger Adds Pressure To Big Tech Spending

CrowdStrike's (CRWD) Q1 FY27 financial disclosures reveal a structural disconnect between operational excellence and equity pricing mechanisms. The central takeaway is not the revenue beat or the pending July 2026 4-for-1 stock split. The fundamental insight is that CrowdStrike has reached a valuation plateau where record execution is increasingly challenged by the mathematical constraints of its own premium.

Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.

If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL) or Microsoft (NASDAQ:MSFT)? Both are minting cash off the AI buildout, but they offer very different risk and reward profiles. Here is the head-to-head across the three dimensions that matter most for income-and-stability investors. ... Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

These stocks have been struggling this year, but in the long run, they possess a lot of upside.

Above the Arctic Circle, Nscale is turning a remote Norwegian valley into one of Europe’s largest AI data centers.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the automation software stocks, including Microsoft (NASDAQ:MSFT) and its peers.

NVIDIA recently used Computex and GTC Taipei to unveil RTX Spark, its first AI PC superchip co‑developed with Microsoft and MediaTek, alongside the Vera CPU and rack‑scale Vera Rubin platform for agentic AI factories now ramping into full production. These launches push NVIDIA beyond GPUs into end‑to‑end AI infrastructure for both data centers and Windows PCs, tightening ecosystem ties with hyperscalers, OEMs, chipmakers, and software providers across industries from healthcare to autonomous...

(Bloomberg) -- Netflix Inc. is using AI to help customers cut through the noise of content overload, said Elizabeth Stone, the streaming service’s chief product and technology officer.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpGlazer Family Members Study Manchester United Stake SaleTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is Unafford

BlackBerry and Nokia have reinvented themselves as AI plays, with shares up 156% and 219%, respectively, over the past year.

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

As the hyperscalers pour record sums into data centers, the electric utilities that power them are emerging as an overlooked way to play the boom.

Today, June 3, 2026, oil racing back toward $100 and Iran-related tensions rattled risk appetite as AI bellwethers faced fresh bubble talk.

Alphabet is funding a larger AI buildout, leaving shareholders to weigh whether Gemini usage and Google Cloud demand can translate into stronger cash-flow returns.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

US equities snapped their record-setting rally on Wednesday as renewed hostilities in the Middle Eas

Wells Fargo Sees Lower Third Party Reliance Ahead

The S&P 500 and Nasdaq Composite fell for the first time in 10 sessions on Wednesday. The S&P 500 fell 0.7%, while the Nasdaq dropped 0.9%. The Dow fell 617 points, or 1.2%. The big three indexes also snapped a streak of five sessions in which they all finished the day with closing highs.

Adobe (ADBE) is eyeing two internal candidates and has also tapped a well-known search firm to find