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The AI data center boom has created an unusual power shortage, and oil companies are stepping in to supply the needed power using their extra natural gas. Chevron (CVX) became the latest to join that dynamic on June 22, when it announced a 20-year agreement with Microsoft (MSFT) to supply ...
The space stock could join the top index by next week.
It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.
Let’s dig into the relative performance of Expedia (NASDAQ:EXPE) and its peers as we unravel the now-completed Q1 consumer internet earnings season.
Microsoft rarely gets this cheap.
This is a supply-constrained year for Palantir Technologies. The company's core is its Artificial Intelligence Platform, embedded in government programs like the Maven Smart System and a fast-growing commercial base.
Last week, Michael Burry disclosed via Substack that he had bought December 2028 LEAP call options on Microsoft with strikes near $700 struck well above the roughly $356 to $360 level the stock was trading at. The actual trade is more interesting, and considerably more constrained, than “Big Short guy goes long Microsoft (NASDAQ:MSFT).” Burry ... “Big Short” Legend Michael Burry Just Bet Big on Microsoft
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
Alphabet Inc (NASDAQ:GOOG) shares climbed about 5% on Monday after the company officially joined the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC) in a change that reflects the index's increasing exposure to large-cap technology and artificial...
QUBT may offer stronger upside in July as improving estimates, acquisitions and commercial momentum contrast with IonQ's weaker revisions.
Investing.com -- Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware.
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares rose 3.7% to $350.24 on Monday as the Google parent company began trading as a member of the Dow Jones Industrial Average, replacing Verizon Communications (NYSE:VZ).
Microsoft (NASDAQ:MSFT) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate and Azure growth holding at 40%. But here’s what you should actually be watching. The Capex Furnace Nobody Wants to Price Microsoft just spent $30.88 billion on ... Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress
While the core ad business commands attention, a smaller segment is quietly compounding. The Family of Apps Other revenue line grew 74 percent last quarter. This growth is driven by WhatsApp's paid messaging and subscriptions, signaling that a new monetization engine is coming online.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
Chevron reached the market before ExxonMobil.
Investing.com -- Enterprise AI adoption has moved well past the planning stage, with 86% of IT decision-makers now deploying copilots, agentic AI, or fully autonomous systems, according to Piper Sandler's first-half 2026 CIO Pulse Survey.
Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.
Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk
US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.
Microsoft is headed for its worst month since December 2000.
Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.
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