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Tech back in fashion as Asian markets extend rebound
AFP11h agoneutral
Tech back in fashion as Asian markets extend rebound

Asian equities climbed again Wednesday, tracking another record on Wall Street, as tech firms continued to enjoy a revival after a month-long rout, with confidence also boosted by the prospect of an imminent deal to reopen the Strait of Hormuz.Crude tumbled more than five percent Tuesday -- and are down more than 10 percent this week -- after US Treasury Secretary Scott Bessent said a deal could be reached imminently with Tehran on re-opening the Strait of Hormuz to shipping traffic. 

Louis Navellier sees uncommon August rebound after Palantir blowout
TheStreet12h agoneutral
Louis Navellier sees uncommon August rebound after Palantir blowout

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?
24/7 Wall St.15h agobearishVIDEO
Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

Here's When SpaceX Expects $1 Trillion in Annual Revenue
Barrons.com17h agoneutral
Here's When SpaceX Expects $1 Trillion in Annual Revenue

SpaceX CEO Elon Musk said on Tuesday evening that SpaceX expects to generate $1 trillion in sales by 2030, up from prior projections of 2031. Second quarter sales were $7.8 billion. Currently, Wall Street projects $320 billion in revenue for 2030 for Elon Musk's rocket and AI company.

What Southern Copper (SCCO)'s Record Q2 Dividend and Earnings Amid Lower Output Means For Shareholders
Simply Wall St.17h agoneutral
What Southern Copper (SCCO)'s Record Q2 Dividend and Earnings Amid Lower Output Means For Shareholders

Southern Copper Corporation previously declared a US$1.10 per-share cash dividend for the second quarter of 2026, payable on August 27 to shareholders of record as of August 11, while also reporting year-on-year declines in mined volumes for copper, molybdenum, zinc and silver. Even with lower production, the company delivered record-breaking quarterly results as historically strong metal prices more than offset the volume declines. Next, we’ll examine how record financial results driven by...

Palantir CEO escalates Microsoft’s AI warning
TheStreet20h agoneutral
Palantir CEO escalates Microsoft’s AI warning

Last month, Satya Nadella sounded the alarm for corporate America by questioning the true cost of enterprise AI. The Microsoft (MSFT) CEO argued that businesses are essentially paying twice for using AI services: once for the intelligence and again for the proprietary knowledge they must give ...

Dan Niles Says Situational Awareness Takeout ‘Solved’ His AI ‘Speed Bump’ Worries — Bullish on Microsoft (MSFT)
Insider Monkey20h agoneutral
Dan Niles Says Situational Awareness Takeout ‘Solved’ His AI ‘Speed Bump’ Worries — Bullish on Microsoft (MSFT)

The dissolution of Leopold Aschenbrenner’s Situational Awareness hedge fund is proving to be a positive in hindsight for some Wall Street investors. Dan Niles, founder and portfolio manager at Niles Investment Management, said on a recent CNBC program that the fund’s exit removed a key overhang he had been tracking. He is now favoring infrastructure […]

AI data-centre race builds $1 trillion lease burden for Big Tech
Reuters21h agoneutral
AI data-centre race builds $1 trillion lease burden for Big Tech

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Is Microsoft (MSFT) Overvalued As Azure Growth And Copilot Adoption Lift Sentiment?
Simply Wall St.21h agoneutral
Is Microsoft (MSFT) Overvalued As Azure Growth And Copilot Adoption Lift Sentiment?

Microsoft (MSFT) has just delivered another strong quarter, with rapid Azure growth, rising Microsoft 365 Copilot usage, and expanding large-enterprise cloud deals helping the company turn heavy AI capital spending into visible business momentum. See our latest analysis for Microsoft. Microsoft’s latest earnings and AI momentum have been reflected in the share price, with a 7 day share price return of 23.97% and a 30 day share price return of 24.88% lifting the stock to $487.65. At the same...