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Microsoft stock has struggled this year.

Every powerful technology eventually reaches the same argument. Somebody has to decide whether the thing gets handed out or locked up. Encryption had that fight in the 1990s, when the federal government classified strong cryptography as a munition and tried to keep it away from ordinary people. ...

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

Artificial intelligence is fueling the American economy right now. But so much of the spending around AI is one massive bet – and many on Wall Street are worried about whether the payout will materialize. Fareed asks Satya Nadella, CEO of Microsoft, about the potential bubble and AI competition.

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.

The stakes are high as hundreds of billions of dollars flow into AI data centers.

The pure plays are so risky that it makes sense to consider investing in their suppliers instead.

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.

Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

Here's a comparison of the two tech and AI giants.

3M (NYSE:MMM) announced a new partnership with Microsoft to deploy its Expanded Beam Optical technology in Azure data centers. The collaboration also includes 3M using Microsoft's AI tools to support its own enterprise transformation. This agreement places 3M's material science at the center of emerging AI and data center infrastructure build outs. For investors watching 3M, this partnership with Microsoft highlights how the company is positioning its core material science capabilities in...

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

A running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.

Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.

Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.

Microsoft must deliver on two fronts or risk another sell-off.

DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund actually delivers reliable income or just rides mega-cap momentum with a monthly distribution attached.

Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.

Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

Some markets observations, compliments of Yahoo Finance AlphaSpace.

Wall Street spent months buying the AI buildout — this week it started asking who actually pays for it.

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy. 

Big Tech Draws Line on AI: Nvidia, Microsoft Push Back on New Restrictions

It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.