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In its most recent quarter, Microsoft Cloud's revenue was $59.3 billion, up 27% year over year,

AMD is riding AI momentum with major partnerships and a 34% revenue surge, while Intel battles losses and restructuring.

Dow Jones AI giant Microsoft stock is breaking out past a buy point following last week's earnings-fueled surge that saw the stock rally 21%.

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.

Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.

Cloud computing is a huge growth driver.

The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.

Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.

Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz

ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.

Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.

Both Microsoft and Amazon are coming off terrific earnings reports.

Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either.

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.

Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.

Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.

Amazon Stock Soars as AWS Growth Helps Push Market Value Past $3 Trillion

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.

Shares of hyperscaler companies climbed higher on Monday.

Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?

Microsoft soundly beat expectations when it posted its Q4 numbers last week.