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The potential cuts could impact about 5,700 roles.
Genpact (NYSE:G) has launched an AI powered Deductions Recovery solution for consumer goods companies. The platform uses Microsoft Azure and specialized AI agents to automate deduction management and recovery processes. The offering is designed to address revenue leakage, compliance needs, and manual workload in trade deductions. Genpact is rolling out this solution at a time when its stock has seen sustained pressure, with the share price at $27.5 and down 40.1% year to date and 37.7% over...
Investors leaned toward companies that make processors, secure software, and infrastructure needed to run AI applications.
Wayve’s offering is part of a growing trend of AI startups using employee tenders as a strategic tool to attract and retain talent.
Horizon Quantum aims to fill a void in the quantum computing industry.
Microsoft is planning to cut under 2.5% of its workforce in the latest round of layoffs that could be announced as early as next week, Business Insider reported on Tuesday, citing sources. • The layoffs will impact thousands of roles, including sales and consulting, as well as jobs at the Xbox gaming division, the Business Insider report said. • Microsoft declined to comment on the report.
Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.
<body><p>STORY: "This market believes in AI one day and then it's just scared about the spending. Now all these companies that have pristine balance sheets, not only are they issuing stock, but they're also taking on a lot of debt. They are making huge bets," said Diton.</p><p>He said the scale of the spending has made it harder to determine which companies will ultimately benefit.</p><p>"Everyone may not win. There could be some winners, there could be some losers. Look at Microsoft stock. It has come down a lot from the high. So, the jury's still out in terms of who wins and who loses."</p></body>
The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...
IO Interactive said its external partnership on the in-development Project Fantasy has ended, triggering staffing changes and forcing the studio to adjust plans for the game.
Binance expands its bStocks offering and adds support for Microsoft, Meta and more as tokenized U.S. securities.
Microsoft's AI momentum, Azure expansion and Copilot adoption drive growth, but capacity limits, competition and regulation remain key challenges.
SemiAnalysis sees stronger data center revenue ahead.
A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.
It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.
The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
AI infrastructure spending by the top U.S. hyperscalers is poised to exceed $700 billion this year, and that's great news for these AI stocks.
Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026. Microsoft leaned on enterprise cloud and Copilot seats. Alphabet leaned on Search resilience and a hyper-growing cloud unit. Both beat estimates. Both are spending unprecedented sums on AI infrastructure. The market has punished both anyway. Azure Heats Up. Google Cloud Runs Even Hotter. ... Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Toda
In recent weeks, partners such as Tech Mahindra, FPT, Chevron, Morningstar, PitchBook and ICON have announced expanded collaborations with Microsoft that embed Azure, Copilot and other cloud-AI services into telecom networks, clinical trials, financial workflows and hyperscale data centers. At the same time, mounting regulatory scrutiny in Europe, higher hardware costs, and Xbox price rises underline how Microsoft’s AI push is reshaping everything from compliance risks to consumer pricing...
Zoom Communications' (ZM) tiered artificial intelligence strategy could drive higher customer spendi
Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.
(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk