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CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Simply Wall St.40d agoneutral
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI

CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...

Is Oracle’s Debt Simply Too Much to Justify the Risk?
24/7 Wall St.40d agoneutral
Is Oracle’s Debt Simply Too Much to Justify the Risk?

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle’s Debt Simply Too Much to Justify the Risk?

Why Today’s Retirees May Need More Stocks Than Their Parents Did
24/7 Wall St.41d agoneutral
Why Today’s Retirees May Need More Stocks Than Their Parents Did

A comfortable American retirement now runs closer to $70,000 a year than the figures your parents used. Replacing that income from a portfolio is harder than it was a generation ago, because the safe yields that funded the 1990s retiree have collapsed: the national 12-month CD pays under 2%, and the 10-year Treasury sits near ... Why Today’s Retirees May Need More Stocks Than Their Parents Did

Microsoft Corporation (MSFT) Is A Top Richard Chilton AI Stock
Insider Monkey41d agoneutral
Microsoft Corporation (MSFT) Is A Top Richard Chilton AI Stock

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks to Buy According to Billionaire Richard Chilton. Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are among the weakest in the market this year as they are down by 22% year-to-date. The firm scored a win earlier this month when it announced on the 23rd that it […]

IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Simply Wall St.41d agoneutral
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows

IREN (NasdaqGS:IREN) has shifted its focus toward building large scale data centers for artificial intelligence workloads. The company recently signed new long term infrastructure contracts with Microsoft and Nvidia tied to AI capacity. IREN is expanding its international data center footprint, including additional power and hosting capacity for AI clients. IREN is moving beyond its roots in crypto related infrastructure and is now presenting itself as a builder and operator of AI focused...

Should Wix’s Microsoft 365 Copilot Integration Shift How WIX Investors View Its AI Strategy?
Simply Wall St.41d agoneutral
Should Wix’s Microsoft 365 Copilot Integration Shift How WIX Investors View Its AI Strategy?

In June 2026, Wix.com Ltd. announced a collaboration with Microsoft to bring its Wix Harmony AI website-creation tools into Microsoft 365 Copilot, allowing users to generate and manage full-featured Wix sites directly from the Copilot interface. This move effectively turns a Microsoft 365 chat window into a control hub for the wider Wix ecosystem, letting entrepreneurs handle website creation, commerce, scheduling, payments and analytics without leaving their everyday productivity...

Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular
Simply Wall St.41d agoneutral
Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular

Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...

Microsoft (MSFT): One of the Best Cloud Computing Stocks to Buy According to Hedge Funds
Insider Monkey41d agobullish
Microsoft (MSFT): One of the Best Cloud Computing Stocks to Buy According to Hedge Funds

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 22, the company announced one of the largest single capacity additions in its history. In Pecos, Texas, Microsoft Corporation (NASDAQ:MSFT) plans to build a new data center campus, which further expands its global data center capacity by ~2 […]

Wix (WIX) Brings Wix Harmony Into Microsoft 365 Copilot Chat
Simply Wall St.41d agoneutral
Wix (WIX) Brings Wix Harmony Into Microsoft 365 Copilot Chat

Wix.com (NasdaqGS:WIX) is integrating its Wix Harmony website creation platform with Microsoft 365 Copilot through the OpenAI Apps SDK. The collaboration allows users to build and manage Wix Harmony websites directly inside the Microsoft 365 Copilot chat interface using natural language prompts. Users can access the wider Wix ecosystem from within Microsoft 365, aiming to streamline online presence creation and day to day business management. For investors watching Wix.com at a share price...

Teradata (TDC) Expands Cloud Partnerships As VantageCloud Adoption Picks Up
Simply Wall St.41d agobullish
Teradata (TDC) Expands Cloud Partnerships As VantageCloud Adoption Picks Up

Teradata (NYSE:TDC) reports growing momentum in its cloud business tied to adoption of its VantageCloud platform. The company highlights new and expanded partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud. These developments point to a larger shift in Teradata’s model toward cloud based data and AI services for data intensive customers. Teradata is best known for helping large organizations manage and analyze complex data, and its VantageCloud platform...

Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO
Insider Monkey41d agoneutral
Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO

Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 26, 2026, Microsoft Corporation (NASDAQ:MSFT)-backed OpenAI is leaning toward waiting until next year for its public listing, the New York Times’ Rob Copeland and Mike Isaac reported, citing three people involved in the company’s […]

Is Amazon.com (AMZN) One of the Top Trending US Stocks to Buy Now?
Insider Monkey41d agobullish
Is Amazon.com (AMZN) One of the Top Trending US Stocks to Buy Now?

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top trending US stocks to buy now. Reuters reported on June 19 that Amazon.com, Inc. (NASDAQ:AMZN) announced on Friday that its Indian operations reached a significant milestone in water conservation. This came at a time when global tech giants are facing mounting pressure regarding their use of resources […]

Here’s What JPMorgan Thinks About Microsoft (MSFT) and Chevron’s 20-Year Agreement
Insider Monkey41d agoneutral
Here’s What JPMorgan Thinks About Microsoft (MSFT) and Chevron’s 20-Year Agreement

Microsoft Corporation (NASDAQ:MSFT) is one of the best trending AI stocks to watch in 2026. Following Microsoft Corporation (NASDAQ:MSFT) and Chevron’s signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes “the most compelling element of the […]

Cloudflare (NET) Announces New Initiative With Major Web Browsers
Insider Monkey41d agoneutral
Cloudflare (NET) Announces New Initiative With Major Web Browsers

Cloudflare, Inc. (NYSE:NET) is one of the best trending AI stocks to watch in 2026. Cloudflare, Inc. (NYSE:NET) announced on June 22 a new initiative with major Web browsers, including Google Chrome, Mozilla Firefox, and Microsoft Edge, focused on developing and submitting for “standardization a privacy-preserving protocol to help humans and bots prove that their […]

EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports
Insider Monkey41d agoneutral
EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports

Microsoft Corporation (NASDAQ:MSFT) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that, according to EU antitrust regulators, Amazon and Microsoft Corporation’s (NASDAQ:MSFT) cloud computing services should be designated as “gatekeepers” under landmark tech rules. This step would subject them to strict obligations aimed at curbing market […]

Commvault Systems (CVLT) Is Up 7.7% After Native Azure AI Cyber Resilience Deal - What's Changed
Simply Wall St.41d agoneutral
Commvault Systems (CVLT) Is Up 7.7% After Native Azure AI Cyber Resilience Deal - What's Changed

In late June 2026, Commvault announced a multiyear partnership with Microsoft to make its AI-driven cyber resilience technologies available as a native ISV service on Microsoft Azure, enabling enterprises to deploy, procure, and manage Commvault Cloud directly within the Azure platform. This move embeds Commvault more deeply into a very large cloud ecosystem, potentially accelerating adoption of its subscription-based resilience offerings across highly regulated industries seeking secure AI...