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Microsoft, an early AI leader through its partnership with OpenAI, has been swept up in the broader negative sentiment surrounding software stocks.
Chevron and Microsoft partner on a multi-gigawatt natural gas-powered data center project in West Texas.
Chevron and Microsoft announced a large co-located natural gas power plant and data center project in the US, focused on supporting AI infrastructure. The project is designed to secure dedicated energy capacity for Microsoft's growing AI data center workloads. The development plans to use non-freshwater sources and is expected to have a meaningful economic impact on the surrounding region. For investors watching Microsoft, ticker NasdaqGS:MSFT, this energy partnership comes at a time when...
Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Caterpillar (NYSE:CAT) is supplying engines and turbines to power a massive Microsoft AI data center in West Texas. The project is tied to a 20-year natural gas supply agreement between Chevron and Microsoft. Caterpillar's Power Generation segment is seeing strong demand, with record order backlogs linked to AI-related infrastructure projects. This new role in powering a large AI data center puts Caterpillar directly in the path of long-term computing and energy buildouts. While the company...
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.2% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) fell 7% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Alphabet has the scale to fund AI, with investors looking for Gemini, Google Cloud, and Search to turn that spending into measurable growth as talent concerns intensify.
Wall Street Journal technology reporter Rolfe Winkler discusses his interview with Apple (AAPL) CEO Tim Cook, who said that rising memory costs have made iPhone price increases "unavoidable."
Wall Street Journal technology reporter Rolfe Winkler discusses his interview with Apple (AAPL) CEO Tim Cook, who said that rising memory costs have made iPhone price increases "unavoidable."
Microsoft inked a 20-year power purchase agreement with Chevron, locking in decades of carbon emissions from a new natural gas power plant.
<p>QQQ and QQQM track the identical Nasdaq-100 index. The only material differences are expense ratio, share price, and options liquidity. Here's which one belongs in your portfolio, and why most long-term investors should make the switch.</p>
SpaceX instantly became a retail capital magnet. Now the stock is giving early buyers their first gut check.
Palantir shares hit a 52-week low on Monday as software stocks struggled. Palantir stock has dropped over 30% in 2026.
Chevron is capitalizing on the AI power megatrend.
The tech giant has been struggling this year, but its growth has remained solid, particularly in artificial intelligence.
For investors seeking exposure to one of the key enablers of the AI revolution, Micron (MU) remains a stock worth watching ahead of its Q3 results on Wednesday, June 24.
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