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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.
Amazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
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.
Meta's quarterly results were much better than some reports would have you believe.
Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.
CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.
Despite plenty of uncertainty on some of the bigger economic issues, Q2 earnings season rolls along quite successfully to this point.
U.S. stocks rallied, with the Nasdaq jumping 2.8%, as Microsoft’s robust earnings report restored momentum to the artificial-intelligence boom.
Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.
Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.
AMD Stock Surges After Bullish Analyst Sees More AI Upside
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]
Uncharacteristically, the company missed the consensus analyst estimate for profitability.
July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results
Meta whiffed on earnings, but the buying opportunity just got better.
Meta's record revenue driven by AI-enhanced advertising and new products is offset by a 55% expense surge and a sharp drop in free cash flow to $784 million.
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.
Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.
(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D
The social media company may also become a cloud computing provider.
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