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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
We cover Soluna’s Microsoft executive hire to lead its AI builds, and Pirate Wires’ Brady Dale joins us to wrestle with the question in his eponymous piece on AI consciousness:…
The newly created strategic relationship with Microsoft to deploy Expanded Beam Optical technology in AI data centers has lifted 3M's stock price. How should investors play this?
The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...
Google Search and YouTube and Meta's Instagram experienced slower ad-spend growth in Q2 2026 in the U.S. vs. a year ago, while Meta's Facebook rebounded from a relatively weak start to the year according to data released this week.
Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition.
Microsoft Is Pushing Its Own AI Models. What That Means for OpenAI
Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.
Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts see more than 47% upside potential in Microsoft stock from the current price. Microsoft is a huge favorite of elite investors, as it’s backed by 282 hedge funds. On July 7, Bloomberg reported that […]
MEDIA & MARKETING Photo: George Downs/WSJ Struggling to keep up in the console market, Microsoft’s Xbox bet on a subscription service called Game Pass. The company spent more than $80 billion to acquire game studios—and bring major franchises like “Call of Duty” and “Fallout” onto the platform.
Struggling to keep up in the console market, Microsoft’s Xbox made a big bet on its Game Pass subscription service. Now Xbox is calling for a “reset” of its business. Here’s what went wrong.
Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...
Scott Melker discusses the latest crypto-related headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.
Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...
(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula
A forgotten stock checklist from 1950 cuts through the AI hype and lands on an uncomfortable question: which of today's biggest AI bets are one regulatory trigger away from collapse, and which ones quietly pass every screen?
Traditional software systems may have an expiration date, sooner than big technology development companies may expect.
NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.
Are industries starting to see a return on investment (ROI) from AI services? JPMorgan Chase (JPM) CEO Jamie Dimon told Business Insider that while AI has helped reduce jobs in certain areas of the major bank, it hasn't contributed toward shrinking operating costs. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to talk more about how companies are using AI to boost efficiency.
Carver will oversee Soluna’s AI/HPC data-center projects from site selection and power procurement through construction and operations.
With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.
Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders know about what comes next in August may change how you see both stocks.
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
National Grid plc (NYSE:NGG) is one of the best dividend stocks to invest in, according to Jim Simons’ Renaissance Technologies. On July 1, National Grid plc (NYSE:NGG) confirmed it will invest $1.75 billion for a 35% stake in Joulent, a U.S. energy platform developing power infrastructure. The investment underscores the company’s push to capitalize on […]
DTCC launched a live tokenization pilot with BlackRock, Vanguard, JPMorgan, and nearly 40 financial firms. The trial tokenizes Microsoft, SPY, QQQ, and US Treasuries ...
The market has punished this financial software giant as if its core is crumbling, yet the business keeps producing cash at a rate that dwarfs the average company.