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Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...

The data-analytics firm is on a tear, but its real value to your portfolio is more complicated than just chasing momentum.

Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

The tech giant's recent run feels like a can't-miss opportunity, but its real value to your portfolio is more subtle than you think.

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

National Grid (LSE:NG) is committing $1.75b for a major stake in Joulent LLC. The partnership focuses on delivering power solutions for large U.S. data centers and AI infrastructure. The plan includes a 2.67 GW power facility in Texas designed to support Microsoft's long-term energy needs. The deal expands National Grid's U.S. footprint and exposure to digital infrastructure demand. For investors watching National Grid, this move deepens the company's role in U.S. electricity infrastructure...

Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.

An AI spending blitz is demolishing new Fed chair Kevin Warsh's argument for interest rate cuts with more price increases about to ripple through the economy

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer explained why the stock declined in the second quarter, as he commented: Speaking of Google, parent company Alphabet was able to do a giant fundraise not long ago. […]

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted why the stock “could be punished,” as he commented: Second worst performer, Amazon, off 12% from June. My Trust owns Microsoft; it owns this Amazon. This is […]

Microsoft Corporation (NASDAQ:MSFT) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company stock’s decline during the second quarter, as he stated: We need to go over what the heck happened to these losing stocks in the month […]

The tech giant is investing $2.5 billion in a new business unit called Microsoft Frontier.

The new company will focus on integrating enterprise AI, offering tailored support and protecting client data and intellectual property.

Microsoft is investing $2.5 billion to embed 6,000 AI engineers inside enterprise customers, joining Amazon and OpenAI.

A reported new rival is coming for the cloud computing king's most profitable business.

Shares of IT infrastructure services provider Kyndryl (NYSE:KD) jumped 3.2% in the afternoon session after it continued a rally that began after the company announced an expanded partnership with Microsoft to help clients meet data residency and regulatory requirements.

Shares of business transformation services company Genpact (NYSE:G) jumped 2.9% in the afternoon session after the company launched an AI agent-powered platform designed to help consumer goods companies automate and improve the recovery of lost revenue.

Kyndryl Holdings, Inc. recently expanded its sovereignty solutioning by combining its advisory, engineering and operational services with Microsoft Corporation’s Sovereign Cloud capabilities to help customers design, build and operate cloud architectures that address evolving data residency and operational requirements. This collaboration positions Kyndryl as a key partner for governments and highly regulated industries seeking practical, scalable cloud sovereignty architectures that support...

The updated blended fair value estimate for Iren has moved from US$70.40 to US$80.93, a shift that puts fresh attention on what is driving analysts’ models for the stock. This change sits against a backdrop of enthusiasm around Iren’s AI data center contracts with Microsoft and NVIDIA, while also being tempered by concern about execution risks as the company moves away from crypto mining. Read on to see how this evolving narrative could shape your own view of Iren over time. Stay updated as...

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

Crusoe is in talks to raise about $3 billion in a funding round that could value the AI infrastructu

Microsoft is reportedly preparing another round of layoffs that could affect thousands of employees across sales, consulting and Xbox as it continues investing heavily in AI.

UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Microsoft (NASDAQ:MSFT) ranks #1 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 282 Microsoft (NASDAQ:MSFT) is down 22 percent year-to-date, and Redditors believe now is the time to buy the stock instead of chasing hype like SpaceX. Bulls […]

Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...

We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. Microsoft Corporation (NASDAQ:MSFT) is among the most undervalued stocks. TheFly reported on June 30 that, according to a report by The Verge’s Tom Warren, MSFT is considering canceling its upcoming Marvel’s Blade game as part of planned […]

New team will help businesses implement AI while reducing costs and shaping Microsoft's future products.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR