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Apple is hardly alone in confronting this pressure. Microsoft’s newly launched Surface Pro 13-inch starts at $1,499 and its Surface Laptop at $1,599, roughly 50% above the prior-generation models that launched in 2024 at $999, with the AI-driven memory shortage cited as a central reason for the jump, according to reporting by Yahoo Finance. The repricing across the PC industry reflects a structural shift in the memory market that shows little sign of easing soon.

In the latest trading session, Microsoft (MSFT) closed at $378.86, marking a -3.8% move from the previous day.

The memory shortage is hitting the gaming sphere, with Sandisk's (SNDK) PlayStation 5 storage SSD costing nearly $3,000. Yahoo Finance Technology Editor Dan Howley breaks down the details.

Oracle said details in a report about failed cloud deal talks with Microsoft were inaccurate.

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

This is a hyper-growth chapter for Palantir, defined by demand it cannot meet. Its Artificial Intelligence Platform, AIP, is positioned as one of the few reliable ways for institutions to deploy AI without operational chaos.

New fund will concentrate on 10 to 15 companies with larger, longer-term agreements.

The AI infrastructure player popped on a technical benchmark, but the real story is the staggering size of the deals being signed behind the scenes.

If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.

Popular digital artist Mike Winkelmann, better known as Beeple, portrayed Elon Musk as a massive cyborg figure late Monday following his historic achievement as the world's first trillionaire. Musk Shows As Undisputed Tech Tzar Beeple posted an artwork on X,...

Microsoft moved Copilot Cowork to usage-based pricing this week and floated DeepSeek and other open-source models as a cheaper swap for OpenAI and Anthropic.

Shares pulled back Wednesday after a roughly 40% run since the company's Friday debut pushed its market cap past Amazon

META's AI push is fueling user and advertiser engagement, but heavy spending, Reality Labs losses and valuation concerns cloud the stock's outlook.

Apple benefits from strong iPhone demand, record Services growth and expanding AI innovation, reinforcing its long-term growth prospects.

GOOGL's AI-powered Search and Cloud growth offer upside, but high capex, competition and stretched valuation keep investor caution high.

SpaceX shares point to a fourth straight gain as investors watch IPO demand, low float, and possible Nasdaq index inclusion.

The stunning rally in SpaceX shares is losing some steam. The stock was trading 6% lower this morning, after a staggering rally that propelled shares nearly 50% above its IPO price in less than three full days of trading. It may be that a frenetic wave of demand from individual investors is finally fizzling out.

SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.

SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.

Microsoft Halts Oracle Data Center Talks in Major Security-Driven Split

Krugman said SpaceX has become a bet on Musk's ability to keep generating excitement around futuristic projects.

Opening Bid's Stock of the day: Microsoft has slipped below its 200-day moving average. Yahoo Finance Executive Editor Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez and Yahoo Finance Markets & Data Editor Jared Blikre to break down what's driving the weakness in the tech giant and how to play it going forward.

SpaceX stock has risen around 50% since its Nasdaq debut last Friday, pushing its valuation above $2.66 trillion at Tuesday's close

Rather than buy the tech dip, one analyst argues current shareholders should wait for the next rally to sell Microsoft stock.

Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Materials sectors outperformed, Financials and Consumer Discretionary lagged. Large-cap stocks underperformed smaller-cap stocks, and Value outperformed Growth. […]

Technology company Genspark.ai said on Wednesday it had raised $100 million in its extended funding round ‌that valued it at $2.6 billion, underscoring strong investor appetite ‌for AI companies developing workplace productivity tools. The round was backed by existing investors ​including Sozo Ventures, Korea Mirae Asset and UpHonest Capital. The latest investment brings the Palo Alto, California-based company's total Series B financing to $485 million.

These stocks may not be your first choices when looking for dividends, but they have been income-generating machines for years.

Microsoft’s fair value estimate has been adjusted to US$561.39 from US$560.89, a small change that sits alongside other recent shifts in analyst price targets across the stock. These refined targets reflect an active debate over how much weight to give Microsoft’s AI stack, capacity build out and Copilot rollout, with some research tying upside directly to perceived AI leadership and others trimming expectations on execution and dependency risks. As you read on, you will see how these moving...

Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.

The move could help Microsoft control AI costs as Copilot usage rises.