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(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

It seems Alphabet can do no wrong right now.

ServiceNow (NOW) is back in focus after a packed Knowledge 2026 event, where it expanded partnerships with Nvidia, Microsoft, Google Cloud, and Lenovo and unveiled Project Arc, ServiceNow Otto, and an expanded AI Control Tower. See our latest analysis for ServiceNow. Despite all the AI news and partnerships, the stock is still working through a reset. It has a 30 day share price return of 9.79% and a year to date share price return of 37.60%, while the 1 year total shareholder return of...

NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

MSFT posts 18% revenue growth as AI and cloud surge, but rising capex, margin pressure and competition suggest investors may want to hold off on new buys.

The Amazon Web Services ecosystem now has a chance to get a lot stronger.

Gas prices were rising fast enough to turn a geopolitical standoff into an economic problem for everyday Americans. Over the past two weeks, investors watched oil prices climb, inflation fears reawaken, and concerns grow that a broader Middle East conflict could push the economy off course just months before the midterm elections. But early Wednesday ... Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms

Microsoft (NASDAQ:MSFT) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple digits and a contracted backlog underwrites years of revenue. The pullback to around $411 from the 52-week high of $552.45 hands long-term buyers a discounted ... 3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) rose 2% in after-hours trading Tuesday following a report that Anthropic has committed to spending approximately $200 billion with Google Cloud over the next five years.

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

Alaska Air Group provides passenger and cargo transportation to over 120 North American destinations, emphasizing operational efficiency.

Both companies reported blowout growth in the cloud, but one seems to have the edge.

April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.

ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...

Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy now. On May 1, TheFly reported that Patrick Colville from Scotiabank trimmed the price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $550 and reiterated an Outperform rating. While noting the strong third-quarter results, the analyst said that “full speed ahead” Q4 guidance […]

Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

I keep buying Microsoft (NASDAQ:MSFT), and the only thing that has changed over the last year is how often I add. The stock is down 4.25% over the past twelve months and 14.28% year to date, and that softness has been my friend. When a business this durable goes on sale while the underlying numbers ... The One Life-Changing Stock I Can’t Stop Buying

Meta Platforms is bringing social media into a new era with artificial intelligence.

Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.

The Treasury market is at a critical juncture and deepening losses at this point could pull money away from stocks as prices fall and yields rise.

Microsoft's earnings numbers looked solid, as it beat on Azure and its top and bottom lines.

Microsoft's stock has been running in place for the past two years.

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.

Analysts think that steep pullbacks present excellent buying opportunities for these stocks.

It continues to lag its megacap peers as investors question its artificial intelligence (AI) spending plans.

Tech firms led a rally across most Asian markets Monday following another healthy day on Wall Street fuelled by more strong earnings, while investors were also cheered by news that Iran had submitted fresh proposals to end its war with the United States.Iran's foreign ministry said Tehran had submitted a 14-point plan "focused on ending the war" and that Washington had already responded to it in a message to Pakistani mediators, which Iran was reviewing.

Amazon turned in a great Q1, but it's just getting started.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re