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Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Cloud computing is a huge growth driver.
The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.
CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.
The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.
Sandisk, Carpenter Technology and Amkor have been highlighted in this Screen of The Week article.
Everyone is waiting for when the major AI spending would start bearing fruit. But Aswath Damodaran, the NYU Stern finance professor known as the “Dean of Valuation,” is raising alarm bells and thinks the ROI may not return soon and may not reach the levels many expect. During a program on CNBC, he specifically mentioned […]
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.
(Corrects the direction of Microsoft's stock move in the sixth paragraph.) US equity indexes ende
The Dow is on track to open at a fresh record high for the second day in a row after Caterpillar crushed earnings. Dow futures were up 1.2%, or 622 points. Caterpillar stock gained more than 11% in premarket trading, adding over 564 points to the blue chip index.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.
Microsoft's voluntary buyout offered longtime employees far more than a cash payout, and the most valuable piece had almost nothing to do with severance. For workers near retirement age, one overlooked benefit could quietly reshape when they collect Social Security for the rest of their lives.
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