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Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions, and one balance sheet tells a story investors did not expect.
By Jonathan Stempel July 14 (Reuters) - Warren Buffett has stopped donating money to the Gates Foundation, ending a two-decade philanthropic partnership following revelations about interactions
Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.
Microsoft's AI business is scaling at a pace that almost never happens at this size, yet the stock sits near its 52-week low. Here is what has to happen for shares to nearly double by 2027, and what breaks the whole thesis.
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Portugal is keen to attract data centres that generate economic benefits and boost productivity and not become a dumping ground for power-hungry projects with limited returns for the country, Infrastructure Minister Miguel Pinto Luz said on Tuesday. • The country is emerging as a key European data-centre hub, with more than 2.6 gigawatts under development, led by the 1.2-GW Start Campus project in Sines, backed by Microsoft AI infrastructure investments, with the pipeline expected to grow substantially. • As opposition to data centres grows in parts of the world, particularly in the United States, the minister said Portugal will only support such investments if they deliver measurable productivity gains and real benefits for the economy.
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.
Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms race at all.
FurtherAI, an AI workspace tailored for the insurance sector, has been chosen by Novacore as the backbone of its underwriting operations. The integration aims to enhance Novacore's efficiency by replacing outdated systems with a platform that molds to specific underwriting workflows, enabling flexibility and growth with evolving AI models. This partnership underscores a trend in Cloud AI deployment within the insurance industry, with AI-driven tools becoming central to streamlined operations...
Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.
MARKETS AM NEWSLETTER Oil prices surged Monday, erasing a month of declines, amid renewed fighting between the U.S. and Iran. But investors’ attention will likely drift Tuesday, at least temporarily, to a flood of bank earnings and the latest reading of U.
(Bloomberg) -- Bitcoin miner CleanSpark Inc. has agreed to a 20-year infrastructure lease for a data center at its Sandersville campus in Georgia for $6.6 billion in contracted revenue. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleDisney Exiting Streaming Could Spur 40
NVIDIA's, Microsoft, Micron, SanDisk and Marvell have been highlighted in this Investment Ideas article.
Microsoft is ready for takeoff.
The revamped Search in Windows 11 prioritizes on-device information and files and does away with distracting recommendations and ads.
Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.