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Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
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 ...
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 […]
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.
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...
(Updates with OpenAI's response to a request for comment in the penultimate paragraph and the Justic
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Cloud computing is a huge growth driver.
The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.
CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.
The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.
Sandisk, Carpenter Technology and Amkor have been highlighted in this Screen of The Week article.
Everyone is waiting for when the major AI spending would start bearing fruit. But Aswath Damodaran, the NYU Stern finance professor known as the “Dean of Valuation,” is raising alarm bells and thinks the ROI may not return soon and may not reach the levels many expect. During a program on CNBC, he specifically mentioned […]
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