News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...
Anthropic on Thursday said it is launching an upgraded Claude Opus 4.8 model even as it works to release its powerful, market-moving Mythos model to all customers in the coming weeks. Mythos is the AI lab's large language model with advanced cybersecurity capabilities that have raised concerns among executives and world leaders about its impact. As a part of Project Glasswing, major tech firms such as Amazon, Microsoft and Apple are permitted to use Mythos for cybersecurity purposes.
RGTI's 108-qubit Cepheus-1 launch and rising QPU demand strengthen its push toward quantum advantage and revenue growth.
The pitch for Vanguard Total Stock Market Index Fund ETF (NYSEARCA:VTI) has always been embarrassingly simple: own every public US stock that matters, charge almost nothing, and wait. That is it. The fund holds no tactical tilts, factor overlays, or managers trying to time the rotation out of tech. Which is why it is mildly ... Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?
AAPL is baking Apple Intelligence into iPhone 17, Macs and services, aiming to drive upgrades and revenue, even as AI rivals surge.
Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
Microsoft will unveil a suite of new homegrown AI models next week at its annual "Build" conference for developers in San Francisco, including a coding model to boost the usage of its GitHub Copilot tool, the Information reported on Thursday. Microsoft declined to comment on the report. • Microsoft shares climbed on the report, and were last up nearly 3%.
For years, exchange-traded funds were one of Wall Street’s great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual funds. Instead of picking individual stocks, investors could buy the whole market with a single click. It was investing simplified. But the ETF market has grown into something ... ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster
Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.
Microsoft looks like an absolute bargain.
For years, investors treated memory-chip companies like airlines or steelmakers — cyclical businesses that boomed when supply tightened and collapsed when too many competitors flooded the market with inventory. That’s why what’s happening with Micron Technology (NASDAQ:MU) today feels so different. The company just crossed a $1 trillion valuation after a blistering rally, yet the ... Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’
Investing.com -- Microsoft (NASDAQ:MSFT) shares rose 3% Thursday after The Information reported the company plans to release a new coding model next week as part of a broader push to reduce dependence on external AI partners.
MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.
The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) owns only companies with at least 10 consecutive years of dividend growth, screens out the highest yielders, and lets compounding work. VIG has returned 22% over the past year and 244% over the past decade, a track record that owes as much to its tech-heavy roster as to traditional ... Microsoft’s AI Spending Won’t Derail Dividend Safety Inside Vanguard’s VIG
The Pentagon says the deal will reduce duplicate spending across agencies.
Microsoft Bets Big on AI as Azure Growth Fuels Bullish Outlook
The market reaction to Salesforce (CRM) centers on a mild deceleration in top-line metrics. Current remaining performance obligation (cRPO) growth cooled to 14% year-over-year from 16% in the prior quarter, while second-quarter revenue guidance of $11.27 billion to $11.35 billion fell slightly below expectations. However, focusing solely on this top-line friction misses the structural transformation taking place within the company's business model.
The five-year deal will streamline Microsoft 365 and cloud licensing across the Defense Department, intelligence community, and Coast Guard
Wall Street stocks are expected to go into reverse on Thursday as optimism about the ceasefire in the Gulf and a potential US-Iran peace deal became increasingly strained. Futures for the tech-laded Nasdaq were tipped to lead the decline, down 0.5%, while S&P 500 and Dow Jones futures...
There is always one IPO that defines a generation of investors. For people who started buying stocks in the 1990s, it was Microsoft (MSFT) and Amazon (AMZN). For millennials, it was Facebook and Tesla (TSLA). Each one arrived with the same problem, a valuation that looked impossible right up until ...
Dell Technologies has secured a $9.7 billion (€8.3bn) defence contract to supply Microsoft software across the entire US military, just weeks after US President Donald Trump publicly endorsed the company at the White House.View on euronews
May 28 (Reuters) - Whether they are recruiting the ideal "momfluencer" to sell diapers or trawling through reams of data to fast-track drug launches, global centers of multinational firms in India are increasingly putting AI to work in creative ways. Heads of several Global Capability Centres (GCCs) told Reuters they are deploying AI across a host of functions - from marketing and content creation to finance and human resources - to automate time-consuming, repetitive tasks that once require
Alphabet is expanding AI-powered Search ads with Gemini as Microsoft and Baidu intensify competition in AI search.
The math ain’t mathing at many of the giant Silicon Valley firms.