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Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.

The S&P 500 gained about 1% and the Nasdaq rose 1.2% as crude oil tumbled more than 6% on hopes for renewed diplomacy

A $2,000 bet on a then-unknown electric car company grew into a nearly $10 million fortune for a Colorado couple in their fifties. Now the same grip that built their wealth may be the thing that unravels it.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Ines Ferré and Breaking News Reporter Jake Conley to assess and discuss the rising competition between open-weight AI models from China — which are public to download and modify — and Silicon Valley's top artificial intelligence developers.

SpaceX reported second quarter results on Tuesday that topped estimates— its first report as a public company.

Evaluate Meta Platforms' (META) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]

Artificial intelligence is carrying this tech giant into a new era.

Tech investors hoping for less robust AI spending may have to wait until 2028 before the fog lifts on this balance sheet line item.

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br

Apple, Microsoft, Meta, Amazon, Nvidia and Tesla have been highlighted in this Investment Ideas article.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

Snap stock trades near an all-time low.

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.

Meta just hinted at a new cloud business -- and it could be worth billions.

This Magnificent Seven stock continues to slide. Investors should buy the dip before it rebounds.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures.

As the AI industry continues to grow, seemingly minor things are becoming serious stumbling blocks. CuspAI is addressing at least one of these industrywide impediments.