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Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

(Bloomberg) -- Norway’s sovereign wealth fund, the world’s largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Posi

TransAct Technologies (NASDAQ:TACT) reported second-quarter net sales of $13.9 million, up slightly from $13.8 million a year earlier, as growth in its food service technology business was partially offset by tariff-related customer refund adjustments and lower reported casino and gaming revenue. T

A massive liquidity move could give OpenAI more time

NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results

Investing.com -- Mizuho TMT specialist Jordan Klein is making Microsoft his top software long into year-end, citing the potential for Azure to surpass 50% growth as additional capacity comes online.

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to screen-free devices and other new form factors.

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

During an interview with CNBC, Ives said that to some extent, earnings of big tech companies have “almost” caught up with valuation.

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Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

Azure revenue surged 43% as AI demand outpaced capacity, driving record quarterly results.

Also in Weekend Reads: Kevin O’Leary’s investing strategy, a 9% dividend paired with lower stock-market risk and advice from the Moneyist.

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi

Wall Street expects second-quarter revenue of about $2.55 billion.

(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its ‌total funding to more than $900 ⁠million.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Microsoft launched its largest India data center in Hyderabad on Thursday and has signed up ‌Adani Group and HDFC Bank among early users ‌as it races rivals for the country's fast-growing AI market. The Windows maker has ‌committed about $20.5 billion to ⁠expand its India opreations, betting on a market of more than 1 billion internet users and ⁠one of the world's deepest pools of tech talent. • Azure, Microsoft's cloud-computing arm, has posted double-digit revenue ​increases in ​India for the last two ​years, the company said.

A10 Networks (NYSE:ATEN) reported second-quarter revenue growth of 15.5% as demand for its application networking and security offerings benefited from AI-related traffic, latency and security requirements. The company raised its full-year revenue and earnings outlook, citing results through the fir

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha