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Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs.

Management now champions a new portfolio of 'growth engines,' but the story they quietly shelved was powered by a flagship product whose once-explosive growth has started to cool.

Analysts prefer a sum-of-the-parts approach to determining the value of Elon Musk’s rocket and AI company, SpaceX.

Microsoft and Meta Platforms could see a major rally to end 2026.

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

AI spending is pressuring margins, but analysts still see room for a rebound.

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company fundamentals. […]

After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Analysts prefer a sum-of-the-parts approach to determining the value of Elon Musk’s rocket and AI company, SpaceX.

The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect.

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]

Turning $500,000 into $100,000 of annual income requires a 20% yield, and no durable, diversified income portfolio should be built around that assumption. Anyone quoting a number that high is usually taking on extreme risk, relying on leverage, or handing back some of your own capital. The dividend-growth formula solves a different equation. It accepts ... The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

Commvault Systems (CVLT) has drawn investor attention after launching "Commvault Minutes to Recovery," a global, hands-on cyber resilience simulation that allows security and IT teams to rehearse AI-driven attacks and benchmark clean recovery performance. See our latest analysis for Commvault Systems. Recent product launches, a new Chief Partner Officer, an expanded Microsoft Azure partnership, and the newly filed securities class action have all landed as Commvault Systems’ 30-day share...

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft, Amazon and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

Microsoft shifts Excel and Outlook prompts to its own MAI models, cutting reliance on OpenAI and Anthropic to trim AI costs.

The company doesn't plan to let its hefty data center investments go to waste.

A 2% yield looks weak next to a 10% high-yield fund, at least on day one. Most income screens sort by current yield in descending order, which means companies with the strongest dividend-growth records can sit near the bottom of the list. That ranking is the trap. Current yield is a snapshot. It tells you ... Why Today’s Dividend Yield May Be The Least Important Number In Your Portfolio

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy in 2026. Recently, on July 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) is launching a new company called Microsoft Frontier, with the aim of helping businesses choose and integrate AI technologies that actually fit their needs and generate real returns. As per the […]

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 3.4% in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Microsoft faces a new securities fraud class action alleging misleading statements about Copilot and Azure performance. A separate class action from residents near the Mount Pleasant, Wisconsin data center claims harmful noise pollution. Both lawsuits introduce fresh legal and reputational questions around Microsoft’s AI rollout and data center expansion. These cases arrive at a time when Microsoft (NasdaqGS:MSFT) is closely watched for its AI push and cloud position, with the stock last...

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.