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One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]

Artificial intelligence is carrying this tech giant into a new era.

Tech investors hoping for less robust AI spending may have to wait until 2028 before the fog lifts on this balance sheet line item.

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br

Apple, Microsoft, Meta, Amazon, Nvidia and Tesla have been highlighted in this Investment Ideas article.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

Snap stock trades near an all-time low.

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.

Meta just hinted at a new cloud business -- and it could be worth billions.

This Magnificent Seven stock continues to slide. Investors should buy the dip before it rebounds.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures.

As the AI industry continues to grow, seemingly minor things are becoming serious stumbling blocks. CuspAI is addressing at least one of these industrywide impediments.

The IPO stock was fast-tracked into the tech index on July 7.

Meta's quarterly results were much better than some reports would have you believe.

The company offered guidance on how to plan for ad spending and promotional budgeting ahead of the upcoming shopping season.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...

In late July 2026, Bitmine Immersion Technologies came under pressure as crypto-linked equities weakened amid falling Bitcoin and Ethereum prices and ongoing regulatory uncertainty, while ARK Invest trimmed its Ethereum exposure by selling Bitmine shares on Ethereum’s 11th anniversary. The move was especially closely watched because Bitmine is viewed as one of the two leading Ethereum treasury companies, and ARK Invest still described its Ether-focused treasury approach as an exponential...

Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.

On August 1, 2026, Meta Business Agent will transition from a free testing phase to a commercial model priced at $2.00 per million tokens. This is not merely a change in billing; it is a structural signal that the pricing frontier for agentic commerce is shifting from human headcount to AI output volume. For years, […]

Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.

CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.

Investors looking to add one of these tech giants to their portfolios have an easy decision to make.