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Cerebras Systems increased the size and expected price range of its initial public offering, which n

Satya Nadella is expected to testify about Microsoft’s partnership with OpenAI and the company’s support of Sam Altman.

This ETF tracks a portfolio of U.S. Treasury bonds maturing in December 2026, offering defined-term exposure and a transparent structure.

Investor fears AI could disrupt Office and Azure

Brian Chesky also said managers must get hands-on with coding, leaving no room for "pure people managers" at the company

Payment guarantee talks reportedly slowed Microsoft's East Africa cloud project.

SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) track the same S&P 500 index. The real contest is structure, cost, and cash flow. With the VIX at 17.39, this is a clean moment to compare them. Same Index, Same Names at the Top Both funds own identical holdings. SPY’s largest ... The Hidden Drag of SPY’s Outdated UIT Structure: Why VOO’s 6.45 Basis Point Fee Advantage Matters Over a Decade

NVIDIA (NASDAQ: NVDA) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What ... Alphabet Could Pass Nvidia As World’s Most Valuable Company

US-based tech giant and Abu Dhabi-based tech conglomerate G42 had asked the Kenyan government to commit to buying a fixed amount of cloud computing capacity each year.

CRM trades at a steep discount after a 31% YTD slide, but Agentforce and Data Cloud drive surging recurring revenues and revive growth.

Microsoft and G42 talks with Kenya hit guaranteed-payment and power-structure hurdles, with a possible project scale-back under discussion.

Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April. Apple delivered a record March quarter powered by the iPhone 17 cycle. Microsoft posted an AI annual revenue run rate of $37 billion, up 123%. Both beat. Only one is monetizing generative AI at scale today. iPhone 17 ... Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race

Payment demands and power needs slow Azure project

AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

The Kenyan government couldn't meet Microsoft's demand for guaranteed capacity payments, and the project may be scaled back

The energy producer reaffirms its full-year outlook range, with the midpoint slightly below analysts’ expectations.

TCW Flexible Income ETF targets income-focused investors with a flexible bond allocation strategy and a competitive dividend yield.

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.

The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

(Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Microsoft’s halt on new carbon removal purchases shakes the young carbon market as AI growth and regulation reshape future demand

Microsoft CEO Satya Nadella is expected to take the stand Monday in Elon Musk's lawsuit against OpenAI, to explain emails that revealed how his company funded the ChatGPT creator's shift from philanthropic organization to for-profit AI giant.He will rely on recently disclosed Microsoft emails from January 2018 to demonstrate that the tech giant only opened its checkbook once a profit appeared possible.

The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely shrugged off the widening conflict involving Iran. But what if Tehran found a pressure point far more dangerous than oil tankers? That’s ... Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

Alphabet and Microsoft are two of the largest companies in the world.

At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.

Microsoft (NasdaqGS:MSFT) has seen its planned US$1b data center expansion in Kenya stall after talks over government payment guarantees broke down. The project setback affects the timing of a major cloud and AI infrastructure buildout in an important African growth market. Separately, a long-running patent dispute over touchscreen and graphical user interface technology with Newman Infinite/Unlimited has reached China's Supreme People's Court. Microsoft previously sought to invalidate the...

Some AI stocks are trading at very reasonable levels right now.