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Bloomberg38d agoneutral
Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000

(Bloomberg) -- Microsoft Corp. shares are heading for their worst month since the dot-com era as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com38d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO
Insider Monkey40d agoneutral
Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO

Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 26, 2026, Microsoft Corporation (NASDAQ:MSFT)-backed OpenAI is leaning toward waiting until next year for its public listing, the New York Times’ Rob Copeland and Mike Isaac reported, citing three people involved in the company’s […]

Bloomberg40d agoneutral
AI’s Energy Crunch Has Investors Searching for Next IPO Winners

(Bloomberg) -- The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet. Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsAn Analyst’s Missed Rema

Investing.com40d agoneutral
How did the hyperscalers do in 1Q26?

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Wedbush spots clear investor opportunities in tech stocks
TheStreet40d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Investing.com41d agoneutral
Trump threatens 100% tariff on goods from nations with digital tax

Investing.com -- President Donald Trump said on Friday that the United States will impose a 100% tariff on all imports from countries that levy digital services taxes on American companies, escalating tensions over taxation of U.S. technology firms. In a post on Truth Social, Trump said several European countries are considering digital services taxes and warned that any nation adopting such measures would face immediate 100% tariffs on all goods exported to the United States, and adding that th

OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
24/7 Wall St.41d agoneutral
OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

A new AI bottleneck is starting to worry investors
TheStreet41d agoneutral
A new AI bottleneck is starting to worry investors

On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is not stable." It got 28 million views. The essay drew a direct line between AI concentration and globalization and argued that the AI industry is heading toward the same kind of ...

Xbox to raise console prices worldwide from August
Reuters42d agoneutral
Xbox to raise console prices worldwide from August

June 25 (Reuters) - Microsoft's Xbox is raising prices of its gaming consoles by up to $150 worldwide, citing a deepening global components crisis that has sent storage and memory costs soaring across

Bloomberg42d agoneutral
Microsoft Raises Xbox Console Prices for Third Time in 13 Months

(Bloomberg) -- Microsoft Corp. announced a third substantial price increase for the company’s current-generation Xbox video-game consoles in a glaring example of the component shortage crisis that has universally driven up the cost of consumer tech products.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityMicron Shares Soar After AI-Fue

Bloomberg42d agoneutral
AI Demand Begins to Justify Massive Cost of Data-Center Buildout

(Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s B

Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say
Reuters42d agoneutral
Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say

Amazon and Microsoft's cloud computing services should ‌be designated gatekeepers under EU ‌rules aimed at reining in the power ​of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest ‌cloud providers globally, ⁠should be designated gatekeepers under the Digital Markets Act ⁠which sets out a list of dos and don'ts to ensure ​a level ​playing field, ​the European Commission ‌said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.

As AI Companies Race for Power, Amazon and Google Have the Lead
The Wall Street Journal43d agoneutral
As AI Companies Race for Power, Amazon and Google Have the Lead

Amazon’s chief executive has said that power is the “single biggest constraint” in its cloud and artificial-intelligence business. Here, Amazon has an incumbent advantage. It is the world’s largest cloud provider and has been building a lot of data centers over the past two decades.

Bloomberg43d agoneutral
Micron Earnings Take on New Gravity With Market on Edge Over AI

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Bloomberg43d agoneutral
ByteDance Seeks $20 Billion in Its Largest-Ever Offshore Loan

(Bloomberg) -- ByteDance Ltd., the developer of TikTok, is in preliminary talks with banks for a borrowing of about $20 billion, people familiar with the matter said, in what would be the firm’s largest offshore loan yet at a time when it’s boosting investments in artificial intelligence.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100%