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On a recent episode of We Study Billionaires (TIP813), host Trey Lockerbie laid out a bull case for Microsoft (NASDAQ:MSFT)‘s GitHub acquisition. “$7.5 billion for the world’s most dominant coding platform, and which is also now the world’s most adopted AI coding tool, and then also the primary channel through which Microsoft acquires developers who ... How Microsoft Pulled off ‘One of the Best Tech Acquisitions of the Last Decade’

Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

Cloud revenue is just one part of the story for both tech giants.

Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.

Nvidia shares look cheap, no?

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

Since its earliest beginnings, Microsoft (MSFT) has positioned itself at the center of technological transformation, and innovations like MS-DOS, Microsoft Office, subscription software models, and Azure cloud infrastructure have created significant wealth for investors. According to Fortune, if ...

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...

(Bloomberg) -- White House Chief of Staff Susie Wiles said the US government would refrain from choosing winners and losers in artificial intelligence, the latest signal from a top aide to President Donald Trump as his administration prepares new AI policy directives.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agent

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Forrester Research (NASDAQ:FORR) reported first-quarter 2026 results that showed improving retention trends and strong free cash flow, even as revenue declined year over year and contract value (CV) remained down. Management also highlighted growing adoption of Forrester AI and continued progress on

Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

Moby summary of AudioCodes Ltd.'s Q1 2026 earnings call

Microsoft stock continues to trade below its 200-day moving average despite an earnings beat for its third quarter.

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

The AI company is pushing further into a sector critical to its enterprise business as it targets revenue growth and barrels toward an IPO.

The agreement calls for AI developers to share models with reduced or removed safeguards to evaluate national security-related capabilities and risks.

Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot

Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.

(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction