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Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to

Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.

Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech

Microsoft surged on Thursday following a blowout quarter.

The generative AI figure that once made its progress checkable is gone from the latest earnings call.

Zuckerberg has staked Meta's future on AI dominance and made clear that rising costs won't slow him down. But as debt surges and profits shrink, investors are starting to ask whether unlimited ambition is a strategy or just an expensive gamble.

IBM and research partners show how quantum calculations can be checked for accuracy in real time in three new papers.

Nvidia investors were probably hoping for more AI spending from Meta and Microsoft but the shares were still rising Thursday.

July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results

Broadcom and Alphabet make for two great AI investments.

Investing.com -- Bitget Wallet is launching Assetback, a new asset cashback program that allows Bitget Wallet Card users to earn rewards in Bitcoin, gold or tokenized U.S. stocks and ETFs rather than fiat currency or airline miles, Investing.com has learned.

Jim Cramer watched the same stocks that sparked a June melt-up lose half their value on identical earnings numbers, and he has a pointed explanation for why the market is punishing good results while rewarding Twinkie makers.

Berkshire's Apple story isn't over.

IBM and research partners show how quantum calculations can be checked for accuracy in real time in three new papers.

The cash leaves now. The earnings hit arrives later, on a six-year schedule the company set itself.

Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.

Micron and Alphabet boosted S&P 500 Q2 earnings growth, while fading pricing power weighed on Consumer Staples outlooks and estimate revisions.

Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.

Shares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising at least US$6.8 billion in the city's biggest IPO for seven years, driven by a demand for AI components.The Shenzhen-listed firm priced its shares at HK$980 on Thursday, raising about HK$53.4 billion (US$6.8 billion), the most since Chinese tech behemoth Alibaba listed in the city in 2019.

Alphabet's Google DeepMind has disbanded its dedicated AlphaFold team and reassigned researchers to work on the Gemini large language model and other scientific projects. AlphaFold development will continue within wider scientific programs that span areas such as enzyme design, nuclear fusion, genomics, and drug discovery. This move reshapes how some of DeepMind's most recognized researchers are deployed and indicates a broader push to embed foundational AI across multiple fields. Alphabet,...

SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

Microsoft beat fourth-quarter sales and profit expectations, with its Azure cloud posting 43% growth.

Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.

While the Waymo Driver handles autonomous navigation, Gemini empowers riders with voice or touch controls for cabin settings, journey details, local recommendations, and general knowledge, the company said.

ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del

<p>Semiconductors and megacap tech have rolled over, yet the broader market and equal-weight strategies are holding firm.</p>

Passenger experience could become the next competitive battleground.

D.A. Davidson head of technology research Gil Luria joins the Market Domination Overtime team in reacting to Meta Platforms' (META) second quarter earnings results.