
Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.
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Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.
One training choice could complicate future AI control

Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact computational resources needed before AI tasks are executed, thereby minimizing over-allocation and optimizing GPU, CPU, and memory usage. This development addresses critical inefficiencies, as industry estimates indicate significant percentages of cloud expenditures are wasted due to...

AI has been coming for jobs in theory for years. Microsoft co-founder Bill Gates now says the timeline is getting uncomfortably real, with white-collar workers potentially feeling major labor-market effects within two years and both blue- and white-collar workers within...

Microsoft Corp.‘s CEO Satya Nadella said Xi Jinping’s China should also care about AI safety, weighing in on the broader discussion of AI’s impact on humans and the industry. Nadella Mulls China’s Role in AI Safety “China should also deeply...

Higher interest rates threaten to prolong private equity’s record $349 billion backlog of “zombie funds,” making exits harder, squeezing fee income and potentially forcing some firms to shrink. The Federal Reserve’s decision to raise interest rates on Wednesday will deepen problems in their portfolios from a generation of buyouts that are stuck. The bigger the logjam gets, the harder it will be to raise new funds, reducing the fee income private-equity firms rely on, a cycle that can spiral.

Sept 18 (Reuters) - Futures tracking the Nasdaq 100 led Wall Street higher on Friday, putting the tech-heavy index on course for weekly gains as a drop in oil prices tempered inflation concerns.

The global debate over artificial intelligence risks entered a new phase this week amid clashing views from tech executives over whether frontier labs should slow the development of the technology. Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind put forward the need for self-regulation checks on growth that give AI models more control. Meanwhile, Microsoft, Amazon and Meta said they're developing tools to check, control and regulate AI risks as US President Donald Trump called the alerts a "hoax". The call for caution saw a rotation out of tech stocks at the start of the week as investors questioned whether there's a need to reprice the pace of the booming AI buildout.

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

On September 3, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT)’s Xbox division will impose monthly time limits on cloud gaming for Game Pass subscribers starting in November, ending years of unlimited access. Game Pass Ultimate subscribers are capped at 15 hours per month, Premium subscribers at 10 hours, and Essential subscribers at 5 hours. Microsoft […]

Executives at OpenAI and Microsoft acknowledged they could undermine their own content sources, according to a new filing in a New York Times copyright lawsuit.

Splitting a half-million dollars between two popular ETFs feels like textbook diversification, but a quiet look under the hood reveals something most investors never bother to check before their next contribution.

Joby Aviation is flying high over a multitrillion-dollar opportunity.

HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.

Microsoft Corp.‘s CEO Satya Nadella said AI development needs to focus on keeping the technology under human control, making systems more robust and testing them as businesses put AI to work. Speaking on the All-In Podcast released on Tuesday, Nadella...

International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.
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