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These Magnificent Seven Members Still Look Cheap
Zacks1d agoneutral
These Magnificent Seven Members Still Look Cheap

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.

What Did Microsoft Tell You Before Its Stock Ran?
Trefis1d agoneutral
What Did Microsoft Tell You Before Its Stock Ran?

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.

Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation
Simply Wall St.1d agoneutral
Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation

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...

Daily Briefing: Higher Rates Deepen Private Equity’s Zombie-Fund Problem
The Wall Street Journal1d agoneutral
Daily Briefing: Higher Rates Deepen Private Equity’s Zombie-Fund Problem

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.

Traders Wary Of Rising AI Risks: Market Snapshot
Bloomberg1d agoneutralVIDEO
Traders Wary Of Rising AI Risks: Market Snapshot

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 (MRVL) Deepens Its AI Infrastructure Footprint
Simply Wall St.1d agoneutral
Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint

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...

Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming
Insider Monkey1d agoneutral
Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming

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 […]

Should You Buy HP Stock For The Shares It Keeps Retiring?
Trefis1d agobullish
Should You Buy HP Stock For The Shares It Keeps Retiring?

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.

Is IBM Stock Riskier Than Its Options Market Now Assumes?
Trefis1d agoneutral
Is IBM Stock Riskier Than Its Options Market Now Assumes?

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.