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Microsoft’s Azure growth remains a key support for the stock, with investors weighing whether AI demand can offset the rising cost of building cloud capacity.
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear
Microsoft said it will raise Xbox console prices globally from August 1, with 512 GB models up $100 and 1 TB models up $150.
Chevron's 20-year deal will fuel a Microsoft AI data center in Reeves County with Permian natural gas, promising 2,000 jobs and $10B in tax revenue.
Apple is raising the prices of some MacBooks and iPads, while Microsoft is raising Xbox prices as semiconductor costs surge.
TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.
"Thanks" to AI, Microsoft may no longer be a buy.
Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
Azure Spending Could Pressure Future Profit Estimates
Microsoft cited a more than 2.5x rise in storage and memory prices, with another doubling expected by fall 2027
Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
A new nonprofit group has raised more than $500 million and will initially partner with state governments to develop retraining programs
June 25 (Reuters) - Microsoft's Xbox is raising prices of its gaming consoles by up to $150 worldwide, citing a deepening global components crisis that has sent storage and memory costs soaring across
(Bloomberg) -- Microsoft Corp. announced a third substantial price increase for the company’s current-generation Xbox video-game consoles in a glaring example of the component shortage crisis that has universally driven up the cost of consumer tech products.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityMicron Shares Soar After AI-Fue
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Craig Foster, Chief Financial Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the small and medium businesses technology market has grown larger than […] The post Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026 appeared first on ExecEdge.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Ryan Walsh, Co-Founder, Chief Strategy Officer and Channel Chief at Pax8, and Jen Bodell, Corporate Vice President of Marketing at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post Small Business Driving AI’s Next Boom: Pax8’s Ryan Walsh and Jen Bodell, Live from Pax8 Beyond 2026 appeared first on ExecEdge.
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index’s -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence […]
The AI investment sector has some bargain-priced stocks.
Take-Two Interactive Software's (TTWO) financials are poised to get a boost from the higher-than-exp
Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities dropped 3.2% […]