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(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

Miivo AI (TSX-V:MIVO) CEO Alex Damouni talked with Proactive about the company's new Customer Insights Platform and how it supports small and medium-sized businesses by improving customer engagement through AI-powered automation. Proactive: Welcome back inside our Proactive newsroom. Joining...

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.

In late July 2026, Oracle and Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's Fusion Applications, NetSuite, and AI Agent Studio, broadening enterprise access to generative AI tools across Oracle's software and cloud portfolio. This move deepens Oracle's multi-model AI approach, giving customers more choice and potentially tightening the link between Oracle's core business applications and advanced AI capabilities. We’ll now examine how embedding...

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

Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm’s recent fortunes. With a market capitalization of $4.90 trillion when Cramer made his remarks, the firm was the most valuable company in the world once again after losing the place to NVIDIA. Most of the debate surrounding Apple Inc (NASDAQ:AAPL) […]

Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 6.8% year-to-date and by 71% over the past year. More recently, the shares are down by 5.7% over the past month. On July 23rd, the stock closed 7% lower after the firm had reported its second-quarter earnings on the 22nd after market close. The results saw Alphabet Inc. […]

Insurance ETFs are garnering attention as a defensive play as investors look to hedge against tech and AI.

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.

AI tools have democratized the opportunity to build, shortening the timelines of success and enabling more young people to start successful companies without stepping foot inside a Big Tech company.

A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.

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

In 2019, Google said it had reached “quantum supremacy.” IBM disputed the claim almost immediately, arguing that a properly tuned supercomputer could nearly match the result within days rather than the ten thousand years Google projected, according to CBS News. The fight exposed the field’s real ...

Profit growth is finally catching up with market dominance

Amazon's accelerating cloud growth improved sentiment toward hyperscalers after investors punished Alphabet for its rising capital expenditure.

Why the whipsaw today for Micron stock?

Earnings from Microsoft and Amazon offered hope that the AI trade remains very much alive. Plus, good news for software.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Amazon delivered blockbuster results across the board.

Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

The Dow was caught in the middle of a Magnificent Seven earnings divergence story. The Dow was up 0.3%, or 164 points, around noon after a turbulent morning. Amazon stock popped more than 13%, while Apple slid 9.