Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.
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Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) rose 2% in after-hours trading Tuesday following a report that Anthropic has committed to spending approximately $200 billion with Google Cloud over the next five years.
Moby summary of AudioCodes Ltd.'s Q1 2026 earnings call
Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.
Alaska Air Group provides passenger and cargo transportation to over 120 North American destinations, emphasizing operational efficiency.
Microsoft stock continues to trade below its 200-day moving average despite an earnings beat for its third quarter.
Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen in years. The question for investors now is whether the skepticism still holds after another quarter of results. The Quarter That Sparked the Skepticism On ... Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?
Both companies reported blowout growth in the cloud, but one seems to have the edge.
April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.
Microsoft (NasdaqGS:MSFT), Nscale, and Start Campus are launching a multi year AI data center expansion in Portugal and the EU. The project includes more than 66,000 NVIDIA Rubin GPUs and builds on an existing deployment of over 12,600 NVIDIA Blackwell Ultra GPUs for Microsoft in Portugal. The new infrastructure is described as one of Europe's largest AI data center projects and is intended to support AI workloads and cloud projects across the region. For anyone tracking Microsoft...
ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...
The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.
It’s been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets. Of course, it was a tough slog out of the gate, but for investors interested in a hefty discount, now could be as good a time as any to bet on Ackman, a ... Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He’s Right.
Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy now. On May 1, TheFly reported that Patrick Colville from Scotiabank trimmed the price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $550 and reiterated an Outperform rating. While noting the strong third-quarter results, the analyst said that “full speed ahead” Q4 guidance […]
Shares of Palantir Technologies (NASDAQ:PLTR) are down 7% in midday trading Tuesday, changing hands near $136 after the company delivered a blowout Q1 2026 earnings report and raised full-year guidance overnight. The selloff comes despite a clear beat-and-raise quarter. The move puts Palantir stock 23% lower year to date and well below its 52-week high ... Palantir Sinks 7% Despite Q1 Crusher: Sector Strength Exposes the Sky-High Valuation
It has over five decades of experience under its belt and plenty of momentum.
Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite
Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing
I keep buying Microsoft (NASDAQ:MSFT), and the only thing that has changed over the last year is how often I add. The stock is down 4.25% over the past twelve months and 14.28% year to date, and that softness has been my friend. When a business this durable goes on sale while the underlying numbers ... The One Life-Changing Stock I Can’t Stop Buying
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
Competition between OpenAI and Anthropic, the two most prominent artificial intelligence start-ups, is intensifying as they race to expand relationships with major financial institutions. San Francisco-based Anthropic, which makes the Claude AI assistant that rivals OpenAI’s widely used ChatGPT, is launching a slate of new AI agent offerings for banks, investment managers, and insurers. The agents are meant to help those companies’ employees build presentations, synthesize webs of data sets and filings, build financial models, and complete other tasks, Anthropic said on Tuesday.
The AI company is pushing further into a sector critical to its enterprise business as it targets revenue growth and barrels toward an IPO.