GuruFocus.com58d agoneutral
Google's AI Chip Strategy Gets More AmbitiousCustom AI chips may become bigger business
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Electronic Payments58d agoneutral
Microsoft picks Checkout.com as EMEA payments partner for key productsMicrosoft will connect via the Microsoft Payments API, enabling payments to be routed through a single system.
Reuters Videos58d agoneutralVIDEO
The Week in Numbers: SpaceX's colossal climb, Pizza Hut's price tag<body><p>STORY: From SpaceX's colossal climb up the market...to Pizza Hut's price tag</p><p>This is the week in numbers.</p><p>:: The Week In Numbers</p><p>:: $2.52 trln</p><p>$2.52 trillion was the market cap given to SpaceX as shares of the rocket maker soared this week.</p><p>Elon Musk's company's value catapulted past Amazon's and briefly above Microsoft's.</p><p>Towards the end of the week though, shares dropped more than 6%...</p><p>as the post-IPO frenzy that briefly placed Elon Musk's rockets-to-AI firm...</p><p>among the world's top five most valuable companies, appeared to fizzle out.</p><p>:: 30%</p><p>30% is how much Allbirds shares soared by after the former footwear company changed its name to Smartbird.</p><p>The move cemented its months-long transformation from shoemaker to AI infrastructure firm, shifting its focus to offer cloud computing capacity.</p><p>The company also appointed former Amazon executive Nadia Carlsten as its new CEO. </p><p>:: 7%</p><p>More than 7% is the hit BMW's shares took after the German automaker issued a profit warning.</p><p>The premium carmaker blamed ongoing weakness in the world's largest auto market China, and the impact of the Iran war on prices and customer sentiment.</p><p>Analysts said the outlook cut was significantly larger than expected.</p><p>BMW shares dipped to their lowest level since 2020.</p><p>:: $22 bln </p><p>$22 billion is the amount media giant Fox is spending on buying streaming platform Roku.</p><p>The deal gives the parent company of Fox News access to Roku's more than 100 million households.</p><p>Potentially helping the legacy cable and broadcast company better compete for eyeballs, target its ads and reduce reliance on traditional distribution. </p><p>:: $2.7 bln</p><p>$2.7 billion is the price tag Yum brands set for Pizza Hut as the fast-food business struggles with stiff competition and cautious consumer spending.</p><p>Rising inflation and higher commodity costs have weighed on U.S. pizza chains facing weak demand.</p><p>Growing use of weight-loss drugs is nudging consumers toward healthier options.</p></body>
Kiplinger58d agobullish
The Best Nasdaq Stocks to Buy for Long-Term UpsideThe best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.
Insider Monkey58d agoneutral
How BHP (BHP) Is Using AI to Improve Copper Extraction as Supply Gets Harder to GrowBHP Group Limited (NYSE:BHP) is one of the best copper stocks to buy for the AI and electrification boom. On June 3, 2026, BHP said it was collaborating with Microsoft and Prescience Insilico to accelerate the discovery of advanced copper leaching solutions. The project uses Microsoft Discovery, high-performance computing, and AI agents to screen molecules […]
Reuters58d agoneutral
Amazon points to water conservation steps in India amid data centre scrutinyAmazon said on Friday its Indian operations had reached a major milestone in water conservation, at a time when global tech giants face increasing pressure over their expansion of resource-hungry AI data centres. The U.S.-based company announced it had turned "water positive" in India this year - meaning it returns more water to communities than it uses across its operations, which include data centres, corporate offices and warehouses. Amazon, Microsoft and Alphabet's Google are among companies that are facing shareholder and activist pushback over the environmental impact of data centre projects, Reuters reported earlier this year.
Barrons.com58d agobearish
Satya Nadella Has Positioned Microsoft to Grow. Investors Are Missing the Point.When Satya Nadella became Microsoft CEO in 2014, the software company was stuck in the mud. Its Windows and Office franchises had matured, and forays into consumer devices and mobile operating systems had failed. Nadella, 58, regained investor confidence with a shift to the cloud and a less cutthroat culture.
Financial Times58d agoneutral
AI is turning Nintendo and Sony products into accidental luxury goodsThe rush to build AI data centres has created all sorts of unexpected winners and losers. It’s a good time to sell electrical components or air...
TheStreet58d agobullish
Jim Cramer sends a stern message to SpaceX buyersEvery generational stock reaches a moment where its biggest fans start watching the tape with one eye closed. The story is still good. The buying is still frantic. And somewhere in the back of the room, a few people who own the dream begin asking how much of tomorrow has already been priced into ...
Simply Wall St.58d agoneutral
Microsoft (MSFT) Is Building A Billion Dollar AI Business In ChinaMicrosoft (NasdaqGS:MSFT) is building a large AI and cloud business in China, supplying OpenAI models through Azure to major local technology companies. ByteDance is reported to spend over US$1b annually on Microsoft AI and cloud services, with Ant Group, Meituan, and Tencent also using Microsoft models. Microsoft has emerged as a key provider of OpenAI technology in China at a time when several US competitors are not active in the region. For investors watching Microsoft, this growing AI...
24/7 Wall St.58d agoneutral
Why TQQQ’s 112% Gain Masks a Structural Cost That Compounds Every Single DayIf you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) thinking you were getting three times the Nasdaq-100 for the long haul, the fund’s own math has a different plan for your money. The product is engineered to deliver 3x the index daily, not annually, and that one word quietly siphons returns every time volatility flares. What You’re ... Why TQQQ’s 112% Gain Masks a Structural Cost That Compounds Every Single Day
Trefis58d agoneutral
Who Really Powered VGT's Climb This Year?A handful of winners did the heavy lifting for this tech fund, while some of its biggest names worked against the grain.
Trefis58d agoneutral
PLTR Stock: The Math Hidden In Its PricePalantir Technologies (PLTR) stock trades at $130.63 per share, a market cap of $312.7B, and 137.1x trailing P/E. That is a meaningful premium. The question is not whether the stock is "cheap" or "expensive" in the abstract. It is what the market is implicitly assuming about the business in order to justify paying this price.
Insider Monkey58d agoneutral
Microsoft Corp (MSFT): Teams Getting Another Feature BoostMicrosoft Corp (NASDAQ:MSFT) is one of the most promising metaverse-related stocks to buy now. The company’s exposure to immersive technology comes primarily through Teams Immersive, 3D avatars in Microsoft Teams, spatial computing, and more. Microsoft Corp (NASDAQ:MSFT) continues to enhance its Teams product with more features. On June 10, the company updated the roadmap of […]
TheStreet58d agoneutral
Microsoft warns new malware turns copy-paste against youCtrl+C and Ctrl+V, the universally loved shortcut pair, is now a big threat to your crypto wallet. Microsoft (NASDAQ: MSFT) has uncovered a new strain of malware built to quietly drain cryptocurrency from Windows users. In a report on June 17, Microsoft Threat Intelligence and Microsoft ...
Bloomberg58d agoneutral
Meta Strikes New AI Computing Deals With Data Center Firm Crusoe(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USNYC Greek Eatery Ki
GuruFocus.com58d agoneutral
Microsoft Builds $1 Billion-Plus AI Business With ByteDanceByteDance is on track to spend more than $1 billion annually on Microsoft AI and cloud services.
GuruFocus.com58d agoneutral
Microsoft Faces AI Expectations TestStrong growth continues, but valuation and spending remain key investor concerns.
GuruFocus.com58d agobearish
EU Cloud Probe Puts Microsoft, Amazon on WatchAzure and AWS could face DMA obligations on interoperability, customer lock-in, and self-preferencing if EU regulators proceed.
GuruFocus.com58d agoneutral
Microsoft Scores Massive China AI Win as TikTok Parent Eyes $1 Billion SpendTikTok Parent Emerges as Microsoft's Biggest AI Customer in China
Quartz58d agoneutral
SpaceX stock sinks 7%. The IPO honeymoon is overThe post-IPO run-up had drawn scrutiny from analysts concerned about whether SpaceX's fundamentals could eventually support its valuation
The Wall Street Journal58d agoneutral
The Catch to the Turbocharged Earnings Powering Stocks$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.
24/7 Wall St.58d agobearish
Warren Buffett Just Tripled Down on the Stock Bill Ackman Is SellingBerkshire Hathaway (NYSE:BRK.B), now run by CEO Greg Abel with Warren Buffett serving as chairman, disclosed in Q1 2026 13F filings that it nearly tripled its Alphabet stake to roughly 57.8 million shares worth about $16.6 billion, vaulting Alphabet (NASDAQ:GOOGL) into a top-five Berkshire holding. In the same window, Bill Ackman’s Pershing Square reportedly liquidated more ... Warren Buffett Just Tripled Down on the Stock Bill Ackman Is Selling
TheStreet58d agoneutral
Microsoft just delivered power users bad newsPicture someone at a company who has fully bought into Microsoft Copilot. They use it constantly, hundreds of tasks a week, drafting documents, summarizing meetings, chasing down information across the company's files. By any measure, exactly the kind of power user Microsoft would want. Turns out ...
Investopedia58d agobearish
SpaceX Stock Falls Back To Earth. Experts Say Get Used To a Bumpy RideSpaceX stock is continuing its descent back down to earth. It remains to be seen if, like a SpaceX rocket, it can make a return trip to the stratosphere anytime soon.
Reuters58d agobearish
SpaceX shares tumble as post-IPO frenzy loses steamShares of Elon Musk's rockets-to-AI firm SpaceX dropped nearly 9% on Thursday, as the post-IPO frenzy that briefly placed it among the top five most valuable companies of the world appeared to fizzle out. Its shares were last down 8.8% to $174.8, after falling nearly 5% in the last session. Despite the losses, the stock still traded more than 29% above its $135 offering price.
Investor's Business Daily58d agoneutral
Take-Two Stock Rises As 'GTA 6' Game Presales Set To BeginTake-Two Interactive Software shares rose after the video game publisher announced a presales date for "Grand Theft Auto 6."