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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.

Microsoft will spend more on data centers throughout fiscal 2027.

Should you buy Apple at a near-$5 trillion valuation?

Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.

(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Investors are coming around to the idea that Big Tech spending on AI can make sense—as long as there is a cloud-computing business involved.

The US technology billionaire who led the acquisition of English cricket's most lucrative Hundred franchise is in talks to buy London's new NBA Europe team. Sky News has learnt that Nikesh Arora, chief executive of the New York-listed cybersecurity firm Palo Alto Networks, is on a list of bidders being considered to acquire the latest addition to the capital's sports line-up. Mr Arora last year assembled a group which instantly became known as the 'Tech Titans' when it bought a 49% stake in the Lords-based London Spirit Hundred team.

The size of their respective cloud businesses matters, but there are other important considerations.

WEC Energy Group (NYSE:WEC) reported second-quarter 2026 earnings of $0.91 per diluted share, up $0.15 from the same period a year earlier, and reaffirmed its full-year earnings guidance of $5.51 to $5.61 per share, assuming normal weather for the remainder of the year. President and Chief Executiv

The software giant's cloud pivot turned a sleepy blue chip into one of the market's great compounders.

Like SpaceX, five of the seven Magnificent Seven stocks sank below their IPO price during the first year after their IPO.

Sony (NYSE:SONY) reported record first-quarter sales and operating income for fiscal 2026, raised its full-year sales, operating income and net-income forecasts, and said it expects most of an estimated ¥80 billion in U.S. tariff refunds to benefit results during the current fiscal year. For the qu

Southern (NYSE:SO) reported second-quarter 2026 adjusted earnings of $1.13 per share, up $0.21 from the prior-year period and $0.13 above the company’s estimate, as higher electricity usage, customer growth and construction-related earnings supported results. Chief Financial Officer David Poroch sa

Grid Dynamics (NASDAQ:GDYN) reported second-quarter revenue and profitability above its guidance range, as the technology services company pointed to expanding demand for artificial intelligence programs, deeper relationships with major technology and financial-services customers, and progress in ph

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art

US equity indexes rose this week as investors selectively rewarded big tech for delivering evidence

Microsoft extended its advance after Azure guidance and a $50 billion quarterly investment plan drove a historic rally.