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Microsoft (MSFT) investors will be watching capital expenditure levels, growth of the Azure business

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Jefferies Sees Major AMD AI Catalyst as Customer Announcements Loom

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

FDVV owns Nvidia, Apple, and Microsoft at the top of a fund marketed as a dividend play, and that unusual construction forces a real choice between tech-driven compounding and the straightforward income that cheaper rivals promise.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

IREN (NasdaqGS:IREN) announced new multi year AI Cloud contracts with leading technology companies, including Microsoft and NVIDIA. The company raised its annualized run rate revenue guidance linked to these agreements. Large prepayments tied to GPU capital expenditure have improved IREN’s cash position. For investors watching IREN at a share price of $33.62, these fresh AI Cloud contracts mark a significant update in the company’s story. The stock is up 85.2% over the past year and has...

The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.

Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads.

Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.

AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year

Iren raised its 2026 annualized run-rate revenue target to more than $4 billion, up from $3.7 billion, following the signing of new multi-year cloud services contracts with leading AI developers.

IREN lifts cloud revenue forecast, as it upgrades contracts with AI leaders. Hut 8 lands a new $9.8 billion deal, with room to grow.

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

IREN Limited (NASDAQ:IREN) shares climbed 7% on Monday after the company announced $2. 8 billion in new multi-year AI cloud services contracts and increased its year-end 2026 AI Cloud annualised run-rate revenue (ARR) target to more than $4 billion, up from its previous forecast of $3.

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.

Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.

Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.

Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.

Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.

Plus, Jordan becomes a flashpoint in the U.S.-Iran war as troop deaths rise, and London faces a deepening housing crisis.