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Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]
Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.
U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.
Microsoft's earnings report was a big win for bulls.
Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.
Steelmaker ArcelorMittal said on Monday it was expanding its collaboration with Microsoft as part of its "Cloud First, Data Centric" strategy, which uses Azure as its primary cloud computing platform. The company said it would integrate Microsoft Fabric, Purview and Foundry to modernize its IT systems, improve cybersecurity and reduce its reliance on legacy technology. Financial terms of the deal were not disclosed.
The AI leader's sales and profits are expanding at a rapid pace.
Owner Microsoft doesn’t release many performance details, but LinkedIn CEO Daniel Shapero said there was also double-digit member growth.
Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...
Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.
Microsoft's stock still looks attractive after its recent price jump.
Microsoft Corp. used its fiscal fourth-quarter earnings call to deliver upbeat updates on Azure, Copilot and AI spending. But one of the company’s most consequential messages for investors wasn’t about cloud growth or capital expenditures — it was about the...
Investors looking to add one of these tech giants to their portfolios have an easy decision to make.
Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...
Microsoft's revenue has climbed steadily while Apple's swings wildly with the calendar — but the gap between them is narrowing.
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
Here's why Microsoft, Texas Instruments, and Broadcom look built for long-term returns.
Now could be the time for cloud computing stocks to shine.
Bill Ackman is an avid investor who can spot major value.
This isn't the first rally we've seen in Microsoft's stock this year.
UK, Australian, and Italian regulators have opened investigations into Microsoft (NasdaqGS:MSFT) regarding Microsoft 365 subscription changes and the integration of Copilot features. The probes focus on whether Microsoft clearly informed customers about product changes, Copilot rollout, and related pricing. Authorities are examining potential misleading practices and the impact on consumer rights in key international markets. Microsoft sits at the center of cloud software and productivity...
Microsoft is betting that AI-powered security tools can help organizations fight attacks faster.