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Plus, the 10-year Treasury yield hits 5%, and WSJ’s personal tech columnist shares how to make the most of iOS 27.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

All three major US stock indexes were down in late-morning trading Monday, as major artificial intel

Monday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in AI. We’re the most sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, AI wins.” […]

Sept 14 (Reuters) - Large technology companies, including Palantir Technologies, Nvidia and Booz Allen Hamilton, could restrict or cease to use advanced AI models unless Anthropic and OpenAI guarantee

Leave it to Elon Musk to say, essentially, I've been right all along.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

South Korea's AI chip boom lifts GDP to 21.9% in H1 2026 but hides the biggest concentration risk since the 1970s.

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

Investing.com -- Chinese President Xi Jinping used the BRICS summit in New Delhi to promote Beijing’s open-source approach to artificial intelligence, seeking greater international influence over AI development as competition with the U.S. intensifies, according to Bloomberg.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Microsoft Corp, the American Federation of Teachers (AFT) and the United Federation of Teachers (UFT) have agreed on a new “National AI Safety & Privacy Standard” for schools. The agreement, which was announced in a joint press release on Wednesday,...

REDMOND, Wash.— Asha Sharma had zero experience in videogames when Microsoft put her in charge of cleaning up its Xbox business. While videogames have never been more popular, Xbox isn’t growing. Its GamePass subscription service has fallen far short of projections.

The consumer price index rose 0.4% in August, month over month and 3.4% year over year.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Microsoft Corp. plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg's Anurag Rana joins to discuss.

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.

The two companies have shared a new partnership.

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

​📈 Follow our live markets data and coverage. Google co-founder Larry Page  reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Harworth Group (LON:HWG) reported continued progress across its industrial, logistics and powered-land pipeline in the first half of 2026, while residential-market weakness and construction-cost inflation contributed to a decline in net development value per share. The company said it was currently