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Both companies reported blowout growth in the cloud, but one seems to have the edge.

April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.

Microsoft (NasdaqGS:MSFT), Nscale, and Start Campus are launching a multi year AI data center expansion in Portugal and the EU. The project includes more than 66,000 NVIDIA Rubin GPUs and builds on an existing deployment of over 12,600 NVIDIA Blackwell Ultra GPUs for Microsoft in Portugal. The new infrastructure is described as one of Europe's largest AI data center projects and is intended to support AI workloads and cloud projects across the region. For anyone tracking Microsoft...

ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...

The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.

It’s been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets. Of course, it was a tough slog out of the gate, but for investors interested in a hefty discount, now could be as good a time as any to bet on Ackman, a ... Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He’s Right.

Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy now. On May 1, TheFly reported that Patrick Colville from Scotiabank trimmed the price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $550 and reiterated an Outperform rating. While noting the strong third-quarter results, the analyst said that “full speed ahead” Q4 guidance […]

Shares of Palantir Technologies (NASDAQ:PLTR) are down 7% in midday trading Tuesday, changing hands near $136 after the company delivered a blowout Q1 2026 earnings report and raised full-year guidance overnight. The selloff comes despite a clear beat-and-raise quarter. The move puts Palantir stock 23% lower year to date and well below its 52-week high ... Palantir Sinks 7% Despite Q1 Crusher: Sector Strength Exposes the Sky-High Valuation

It has over five decades of experience under its belt and plenty of momentum.

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 ...

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite

Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

I keep buying Microsoft (NASDAQ:MSFT), and the only thing that has changed over the last year is how often I add. The stock is down 4.25% over the past twelve months and 14.28% year to date, and that softness has been my friend. When a business this durable goes on sale while the underlying numbers ... The One Life-Changing Stock I Can’t Stop Buying

Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Competition between OpenAI and Anthropic, the two most prominent artificial intelligence start-ups, is intensifying as they race to expand relationships with major financial institutions. San Francisco-based Anthropic, which makes the Claude AI assistant that rivals OpenAI’s widely used ChatGPT, is launching a slate of new AI agent offerings for banks, investment managers, and insurers. The agents are meant to help those companies’ employees build presentations, synthesize webs of data sets and filings, build financial models, and complete other tasks, Anthropic said on Tuesday.

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

Anthropic launches new financial services software offerings.

CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.

AI infrastructure leader CoreWeave has explosive revenue growth and a massive backlog.

Zoom Communications Inc. (NASDAQ:ZM) is one of the best enterprise software stocks to buy right now. On April 15, Zoom Communications appointed Russell Dicker as its new Chief Product Officer to spearhead the company’s transition toward an AI-first system of action. Dicker, who officially assumed the role on March 30, is tasked with overseeing the […]

The Nasdaq Composite (^IXIC) opened higher Tuesday, with the tech-heavy benchmark riding a familiar trio of tailwinds: a fresh wave of strong earnings, a sharp pullback in crude oil, and a pause in Middle East escalation. Risk appetite is back, and the Nasdaq Composite (^IXIC) is riding the bullish wave. Google parent company Alphabet (Nasdaq: GOOGL), ... Alphabet, Intel, Micron Lead Nasdaq Higher as Oil Drops on Paused Mideast Tensions

Alphabet is again tapping debt markets as AI infrastructure spending reshapes Big Tech financing strategies.

Meta is building a 1-gigawatt data center campus in El Paso

Microsoft plans to spend $190 billion on capex this year.

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

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

DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash