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This battle between tech heavyweights is much closer than you might guess.

In July 2026, IREN Limited announced it had secured US$2.80 billion in new multi-year AI cloud services contracts with customers including Microsoft, NVIDIA, and several AI developers, lifting its 2026 AI Cloud annualized run-rate revenue target to more than US$4.00 billion, about 85% of which is now under contract. A key feature of these agreements is sizable customer prepayments covering roughly 45% of related GPU capital expenditure, which, together with IREN’s US$7.60 billion cash...

REVIEW PREVIEW NEWSLETTER Losing Streak. Markets started off the week on slippery footing as fighting over the weekend between the U.S. and Iran pushed oil prices higher. The S&P 500 ended the day down 0.

XLK's expense ratio looks almost free, but the fee that will actually hurt your portfolio never appears on the factsheet. Before you add another tech position, check what you are quietly paying twice for.

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Microsoft (MSFT) closed at $402.29 in the latest trading session, marking a +2.15% move from the prior day.

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Apple keeps beating earnings while its Mag 7 rivals burn billions on data centers, and one investor thinks he has found the reason the gap will only widen from here.

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Nebius Group secured $775 million in senior secured debt backed by GPU assets and contracted revenue. The financing marks NasdaqGS:NBIS's first major asset-backed deal to support its global AI cloud expansion. Key customers linked to the underlying contracts include large technology partners such as Microsoft and Meta. Nebius Group, trading as NasdaqGS:NBIS, is drawing attention after arranging a $775 million asset-backed debt facility tied to its operational GPU base and customer...

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Hut 8 did not disclose the tenant for its 1 GW Beacon Point data center, but process of elimination points to Amazon, Nvidia, Meta, or Microsoft.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).

US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

Tech stocks rose late Monday afternoon with the State Street Technology Select Sector SPDR ETF (XLK)

Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company. In […]

Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America...

IREN Ltd. snapped a seven-day losing streak on Monday, surging as much as 21 percent in intra-day trading to $40.77, as investors drew excitement from its higher annualized run-rate revenue (ARR) target of $4 billion. Initially targeted at $3.7 billion, IREN Ltd. (NASDAQ:IREN) said that the increase followed the bagging of $2.8 billion worth of […]

The next "Magnificent Seven" stocks won't be the "Mag 10," Citi analysts say: Watch these "Growth Industry" sectors instead.

AMD Scores Major Microsoft AI Win. The Stock Is Climbing.

Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's own filings that makes that fear look completely backwards.

Moonshot AI introduced Kimi K3 on July 17 as fresh “evidence” that Chinese developers could approach the AI frontier at lower advertised prices. Within days, demand pushed its GPU clusters close to capacity, forcing it to pause new consumer subscriptions. Something very similar had happened when the Chinese DeepSeek V3 was released. It had suffered […]

Boosted by demand among top funds and partnerships with Amazon, Google and Microsoft, Twilio eyes a breakout.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Iren Stock Pops 15% on Massive AI Contract Haul With Microsoft, Nvidia Customers

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe

AMD stock rose more than 3% on Monday.

Microsoft sits 37% below the price needed to reclaim the $4 trillion club, yet Wall Street is nearly unanimously bullish and one key date could change everything for patient shareholders.