Description: Nvidia was an early leader in AI and has reaped the rewards. But it may soon need to defend its crown.

Description: On the surface, Tesla's $1.35 trillion valuation seems wildly out of whack. As of mid-September, Tesla’s price-to-earnings ratio was between 200 and 209, while its forward P/E ratio was around 140 to 180. For comparison, the average price-to-earnings ratio for the Magnificent 7 stocks — a ...

Description: REN Limited (NASDAQ:IREN) ranks among the best short squeeze stocks to buy right now. On November 19, Citizens began coverage of IREN Limited (NASDAQ:IREN) with a $80 price target and a Market Outperform rating. The firm emphasized IREN’s strategic shift from bitcoin mining to providing services in the AI industry’s high-performance computing (HPC) segment, emphasizing […]

Description: Out of 216 total trades in 2025, 161 are currently profitable.

Description: At the recent Ignite conference, Microsoft and its partners unveiled a series of major collaborations in enterprise AI, new cloud infrastructure expansions, and integrations of advanced AI capabilities, including the launch of Agent 365, expanded Anthropic and NVIDIA partnerships, and widespread enhancements to Copilot across the Azure ecosystem. Industry analysts emphasize that these developments highlight Microsoft's unique position in shaping AI adoption at scale, particularly through...

Description: Big Break for Microsoft After Google Exits EU Antitrust Clash

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Headlines on Wall Street. On November 25, Bernstein SocGen Group reiterated an “Outperform” rating on the stock with a price target of $645.00. Analysts believe Microsoft is poised for long-term upside driven by robust Azure demand, AI platform strength, and monetization potential. Microsoft holds significant demand […]

Description: Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks on the Market’s Radar. On November 24, UBS raised its price target on the stock to $110 from $105 while maintaining a “Buy” rating. The firm maintains a bullish near-term view on Marvell and sees upside coming from its optics business and Microsoft-related ASIC wins. The […]

Description: Constellation Energy Corporation (NASDAQ:CEG) is one of the 15 Best Performing AI Stocks Heading into 2026. On November 18, Reuters reported that the Trump administration has backed Constellation Energy Corporation’s (NASDAQ:CEG) Crane Clean Energy Center in Pennsylvania with a $1 billion loan. According to the report, Constellation Energy Corporation (NASDAQ:CEG) entered into an agreement in […]

Description: China's DeepSeek has released a new open source AI model. Nvidia stock sold off in early 2025 on DeepSeek news.

Description: Tech stocks rose Friday afternoon with the Technology Select Sector SPDR Fund (XLK) gaining 0.5% and

Description: Regulators take over Europe's cloud competition battle

Description: Regulators decide whether stricter rules apply

Description: All three major US stock indexes rose in midday trading Friday after the Chicago Mercantile Exchange

Description: Here, we have picked three AI stocks, NVDA, MU and ADI, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Description: Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: (Updates with Microsoft comment in the last paragraph.) France's antitrust regulator said Thursda

Description: Microsoft stock rebounds amid a three-day winning streak on Wednesday after falling 16% from its all-time high.

Description: Born 16 years ago, Nutanix started off as an appliance company and created the technology category called HCI

Description: Move comes as the European Commission examines whether Microsoft Azure and Amazon Web Services hold excessive market power.

Description: Ruling removes a regulatory challenge for Microsoft in Europe's search and advertising market.

Description: Big Break for Microsoft After Google Exits EU Antitrust Clash

Description: US equity futures were cautiously higher pre-bell Friday as the Chicago Mercantile Exchange resumed

Description: eMazzanti Technologies, a leading Managed Services Provider (MSP), is pleased to announce the launch of eBot, an intelligent AI-powered assistant designed to revolutionize IT support by delivering instant assistance to common technology queries. Built on Microsoft Copilot Studio and seamlessly integrated into Microsoft Teams, eBot provides 24/7 expert-level guidance while reducing support ticket volumes and enhancing user productivity.

Description: Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Description: (Updates with Qwant's response in the fourth and fifth paragraphs) France's antitrust regulator s

Description: Shutterstock offers a 6.37% dividend yield and is pivoting hard into AI data licensing and model training services, but its stock trades 45% below recent highs as investors weigh whether AI partnerships can offset pressure on its legacy content business.

Description: The recent availability of Standards + Excelerate Copilots in the Microsoft Marketplace marks a significant development in Cloud AI applications, providing AI-powered add-ins for Microsoft Word and Excel. These tools aim to enhance document productivity and accuracy in technical and legal fields through state-of-the-art, multi-model AI functionality. By integrating with Microsoft 365 and leveraging Azure technologies, Standards + Excelerate Copilots offer advanced AI solutions that support...

Description: Tech firms have recently hit the bond market on both sides of the Atlantic, partly to help meet gargantuan AI-related investment needs, raising worries that this rapid swelling of the debt universe could end up leading to a sharp selloff. JP Morgan Asset Management’s Iain Stealey said the sales had created a bit of “a shock and some temporary indigestion,” and he reckons investment-grade spreads are about 10 basis points wider as a result. “Yes, there has been a lot of issuance, but these are enormous companies producing significant earnings every year,” said Stealey, who is chief investment officer of international fixed income at the asset manager.

Description: Over the past two years, Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed nearly $3 trillion to AI infrastructure. Microsoft alone plans $80 billion in fiscal 2025 capex, mostly data centers; Alphabet raised its 2025 guidance to $75 billion; and Amazon’s AWS is on pace for $100+ billion annually by 2026. The stated ... Michael Burry Just Exposed How Big Tech Is Inflating AI Profits

Description: INTC's Client Computing Group posts an 8% revenue jump as PC upgrades, AI PCs, and new chip demand fuel momentum.

Description: The North America Customer Relationship Management (CRM) Market is set to grow from US$ 27.16 billion in 2024 to US$ 72.06 billion by 2033, achieving a CAGR of 11.45%. Driven by digital transformation, cloud adoption, and e-commerce expansion, the CRM market in North America is experiencing significant growth. AI integration and analytics further bolster CRM capabilities. Prominent players like Salesforce, Oracle, and Microsoft lead with innovations in AI, mobile CRM, and analytics. Challenges s

Description: Elon Musk just sent a reminder to Bill Gates—and it wasn't a friendly one. After Microsoft co-founder Gates offloaded billions in stock, Tesla CEO Musk jumped into the conversation with the subtlety of a steel-toed boot. The short? Still an issue. The feud? Very much alive. On Nov. 15, the stock tracking account Barchart posted on X: "Bill Gates Foundation dumped 65% of its Microsoft $MSFT position for a total of $8.8 Billion Wut?" Don't Miss: The AI Marketing Platform Backed by Insiders from Go

Description: As AIoT evolves, solutions emphasize adaptability, security, and cost-efficiency to support global digital transformation initiativesDublin, Nov. 27, 2025 (GLOBE NEWSWIRE) -- The "Artificial Intelligence of Things (AIoT) Market - A Global and Regional Analysis: Focus on Components, Technology, Application, Vertical, and Regional Analysis - Analysis and Forecast, 2025-2034" has been added to ResearchAndMarkets.com's offering.The artificial intelligence of things (AIoT) market represents a crucial

Description: Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle because there's nowhere to plug them in. On the "BG2Pod," a technology and investing podcast hosted by Brad Gerstner and Bill Gurley and featuring OpenAI CEO Sam Altman, Microsoft CEO Satya Nadella said the shortage of power has become the industry's biggest constraint. Don't Miss: The AI Marketing P

Description: AI Tailwinds Hit Hard: Marvell Jumps as Big Tech Demand Explodes

Description: Shares of Microsoft (NASDAQ:MSFT) lost 1.52% over the past five trading sessions after losing 1.48% the five prior. That brings MSFT’s year-to-date gain to 15.99%, including a nearly 37% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS and ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Rencore today announced it has extended its Series A funding to a total of USD 15 million. The extension round was led by European technology investor Hi Inov, with continued participation from existing investors UVC Partners and Capnamic Ventures. The additional capital will accelerate Rencore's international expansion in Europe and North America and further strengthen its position as a leader in AI and Agent Governance for enterprise Microsoft 365 environments.

Description: Chipmaker Nvidia posted yet another blockbuster earnings report this month.

Description: Global markets rose on hopes of a Federal Reserve rate cut and as investor optimism over artificial intelligence returns. U.S. markets are closed Thursday for the Thanksgiving holiday

Description: Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and started a position in Microsoft during the third quarter.

Description: HANOI, Vietnam, November 27, 2025--Global IT services provider FPT, through its subsidiary FPT Software, has been listed among 12 Notable Vendors in the Gartner Asia/Pacific Context: Magic Quadrant for Public Cloud IT Transformation Services for the year 2025.

Description: On Tuesday, Wedbush analyst Dan Ives reiterated that the AI market is far from a bubble and still in the early stages of growth. AI Boom Far From Over, Wedbush Analyst Says "This is just the start," Ives said on CNBC's Closing Bell Overtime, while ...

Description: The California Public Employees’ Retirement System, best known as Calpers, is the largest pension system in the U.S. by assets. A recent securities filing shows the agency made key changes to its holdings from the second and third quarters. Calpers filed a Form 13F with the Securities and Exchange Commission on Nov. 14 showing it took a stake in Bloom Energy through the purchase of 361,883 shares, worth $30.6 million at the time.

Description: Analyzing the Latest N-PORT Filing for Q3 2025

Description: Business Insights, a specialist in reporting and analytics, budgeting and forecasting, and data management for Microsoft Dynamics 365 Business Central and other mid-market ERP and finance systems, today announced the launch of its new website at www.business-insights.net.Ngaio, Wellington, NZ, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Business Insights, a specialist in reporting and analytics, budgeting and forecasting, and data management for Microsoft Dynamics 365 Business Central and other mid-market

Description: What Happened in Markets Today Stocks build momentum ahead of holiday. Major U.S. indexes logged their fourth consecutive day of gains on Wednesday ahead of the Thanksgiving holiday. But unless the shortened trading day on Friday produces some big gains, all are set to end November in the red.

Description: Major equity indexes rose on Wednesday, marking the fourth consecutive day of gains on Wall Street a

Description: U.S. stocks rose for a fourth straight day, led by solid gains for technology companies. The S&P 500 rose 0.7% Wednesday and the tech-heavy Nasdaq gained 0.8%. Financial services companies also fared well.

Description: Major stock indexes gained amid rate-cut optimism and renewed enthusiasm for the AI trade. The Nasdaq composite rose 0.8%, and the S&P 500 added 0.7%.

Description: As data centers fuel demand for HVAC leader SPX Technologies, hot AI stocks like Nvidia and Palantir cool down.

Description: Stock futures held steady as investors realigned amid a month of losses.

Description: Tech stocks advanced late Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK) ris

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quantum Computing Stocks to Invest In Right Now. On November 14, Baird began coverage of the company’s stock with an “Outperform” rating and a price objective of $600. As per the firm, Microsoft Corporation (NASDAQ:MSFT) continues to lead the AI revolution with infrastructure and applications, thanks to its partnership with […]

Description: Badger Meter delivers flow measurement and analytics solutions for water utilities and industrial clients worldwide. Sales grew 13% in the third quarter.

Description: AI stocks entered a period of uncertainty as Wall Street has grown more queasy about growing costs and questions about the trend's direction.

Description: As rivals like Alphabet circle, Nvidia's valuation plunges--but its AI growth story might only be getting started.

Description: US benchmark equity indexes were higher intraday, led by the technology sector as traders evaluated

Description: Microsoft is deepening its global clean energy footprint with new solar power agreements in Mexico, Brazil, and Spain, aiming to reduce its carbon footprint while supporting community development in key growth markets.

Description: The AI revolution is still in its early innings. Wedbush analyst Dan Ives argues that investors are misreading one of the most significant technology build-outs since the dawn of the internet.

Description: Wedbush Securities managing director and global head of technology research, Dan Ives, sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about his top 10 stock picks for 2025. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: The firm is a leader in private credit and data-center funding, two sectors about which doubts have emerged. But Co-CEO Marc Lipschultz sees blue skies ahead.

Description: After three years of breakneck growth and soaring valuations, the AI industry enters 2026 with some of the euphoria giving way to tough questions.Anthropic founder Dario Amodei contends the next level of AI could debut in 2026 and become smarter than Nobel Prize winners. 

Description: Alphabet is transforming into the ‘Big Oil’ of AI, and GOOGL stock is crushing its competition in the process.

Description: Wisconsin Economic Development Corp. approved what it calls "performance-based tax incentives" for Foxconn, a Taiwan-based electronics manufacturer.

Description: The rise of artificial intelligence is turning out to be a problem for HP Inc. on two fronts. HP Inc. CEO said skyrocketing prices for memory chips will be a “fairly significant” drag on its results for the current fiscal year as the company issued financial guidance that fell short of what analysts had expected. While results for the computer company’s fiscal fourth quarter exceeded forecasts, management said it expects fiscal first-quarter adjusted earnings to be between 73 cents and 81 cents a share.

Description: Nebius stock reveals an early signal of a massive cloud opportunity.

Description: While all four present great opportunities for investors who want exposure to AI today, one is my favorite pick.

Description: Reports 18% YoY ARR Growth and Solid Free Cash Flow PerformanceSAN JOSE, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced financial results for its first quarter ended October 31, 2025. “We saw solid demand for our cloud platform in our first quarter, with bookings that were slightly ahead of our expectations, ARR growth of 18% year-over-year, another healthy quarter of new logo additions, and solid free cash flow pe

Description: SAN JOSE, Calif., November 25, 2025--NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today reported financial results for the second quarter of fiscal year 2026, which ended on October 24, 2025.

Description: Microsoft is poised to benefit from large partnerships with two of the largest and most important AI startups of our time.

Description: Nvidia shares sink on reports Meta Platforms could soon switch to Google’s custom AI chips to power its AI data centers. But Cramer recommends sticking with NVDA stock for the long-term.

Description: Amazon is one way to invest in cloud computing and AI infrastructure, but the business is far from perfect.

Description: Firm says AI spending cycle remains in early stages despite bubble concerns.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street. On November 29, JPMorgan reiterated the stock as “Overweight,” stating that Microsoft has a “compelling vision” after attending the company’s Ignite Conference. The firm has a $575 price target on the stock. “We attended Microsoft’s Ignite conference held in San Francisco, CA. […]

Description: Oracle stunned markets when it unveiled a stronger-than-expected forecast for so-called Remaining Performance Obligations, or RPO, a key industry metric that often acts as a proxy for long term revenue projections. “Oracle has been studying the data center model for more than a decade as it meticulously planned to take share from established players like Amazon and Microsoft,” he added.

Description: Louis Carbonneau: Measures in this month's federal budget not nearly strong enough to protect Canadian IP for long run economic growth

Description: Investing.com -- Alphabet and Broadcom shares are rallying his week after a report from The Information said Meta Platforms is considering a major deal to rent and potentially purchase Google’s custom TPU chips starting in 2027. The prospect of Meta shifting part of its AI compute roadmap toward Alphabet silicon sparked a sharp rotation across the AI complex, lifting names tied to Google’s hardware ecosystem while pressuring Nvidia and AMD. The move accelerated a winner-take-all narrative that h

Description: Streamlined Project Management Solution Now Available for Microsoft 365 UsersBoston, Massachusetts, Nov. 25, 2025 (GLOBE NEWSWIRE) -- BrightWork, a leader in project and portfolio management solutions, is excited to announce the launch of BrightWork 365 Free, a revolutionary project tracking app designed to simplify project management for Microsoft 365 users. This innovative tool allows organizations to track unlimited projects with unlimited users, eliminating the complexities often associated

Description: Alphabet expands its generative AI footprint with Nano Banana Pro, boosting image tools, search features and cloud momentum amid rising competition.

Description: It’s been an eventful month for the Magnificent Seven and the state of the AI trade, to say the least. With a painful correction sweeping through the tech scene, but some soothing words from a Fed official, it seems like there’s still a pretty good chance that the S&P 500 exits the month of November ... Prediction: This Will Be the Largest Company By the End of 2026

Description: The Trump Administration has issued an executive order to establish a national program to accelerate artificial intelligence research and development across the U.S., according to a White House press release.…

Description: Meta, Microsoft, and Apple have either requested or obtained authorizations from the Federal Energy Regulatory Commission (FERC) to sell wholesale power.

Description: Shares of Google parent Alphabet surged Monday, putting the Magnificent Seven company less than 5% away from a $4 trillion market capitalization. The stock's rise of 10% over two days gives it a market cap of around $3.843 trillion, according to Dow Jones Market Data. The only U.S. companies that have hit a $4 trillion market cap are Nvidia, Apple, and Microsoft.

Description: On its face, 2025 has been a good year for the stock market. The S&P 500 was dragged out of its tariff-induced springtime slump by a small subset of AI-forward power players whose spectacular gains defied an otherwise softening economy. Even now, despite a rocky November, the benchmark index is up more than 12 percent since the start of the year. A group of trillion-dollar brands known as the “Magnificent Seven” - Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla - has been at the foref

Description: Peter Thiel has a legendary investing track record.

Description: Alphabet stock continues its surge on the back of excitement around Google’s latest large-language model, while Tesla rises after CEO Elon Musk indicates the electric-vehicle maker has designed AI chips for its cars and data centers.

Description: The artificial intelligence trade is in trouble but Google stock hit an all-time high of 306.42 on Nov. 20 amid market volatility.

Description: The new data center project, which comes on top of an $11 billion outlay announced last year, will add 2.4 gigawatts of capacity in the region, Amazon said on Monday.⁠ It is also expected ‌to create 1,100 jobs. The e-commerce behemoth, which is also the largest cloud services ‍provider in the world, has invested more than $31.3 billion in Indiana since 2010. Earlier in the day, Amazon also announced plans to invest up to $50 billion to expand AI and supercomputing capabilities for U.S. government customers of its cloud unit, Amazon Web Services.

Description: The company’s shares have gained 70% since Barron’s recommended it in December. It’s worth holding despite the gain.

Description: A buying frenzy in Big Tech on Monday sent the Nasdaq Composite surging toward its best day since May. The tech-heavy index was up 2.7%, which would be its largest daily gain since May 12, according to Dow Jones Market Data. The Dow, up nearly 300 points, or 0.6%, had stronger showings earlier this month.

Description: It was a tough past week for the AI trade and the broad markets, to say the least. But it’s always nice to finish things on a high note, with the S&P 500 and Nasdaq 100 both shooting higher (both closing Friday’s session up less than 1%), thanks in part to good Nvidia (NASDAQ:NVDA) numbers ... The AI Trade is Bouncing Back, Thanks to Nvidia and Renwed Rate Cut Hopes. This Tech Stock Might Be Worth Buying

Description: Amazon says it will spend $50 billion to expand its data center footprint for US government services.

Description: () -The world's largest technology companies are tapping debt markets, raising almost $100 billion through recent bond offerings, as they seek to bolster their artificial intelligence infrastructure. This marks a shift for Silicon Valley firms that typically relied on cash to fund their investments.

Description: The new Gemini 3 model from Google parent company Alphabet is boosting Google stock. Google's Gemini 3 debuted last week to rave reviews. Google shares are rising nearly 5% on Monday after rallying 8% last week.

Description: Many AI stocks have retreated from 52-week or record highs. What's clear is that investor worries over an AI bubble have increased.

Description: Firm maintains $625 price target following Ignite conference insights.

Description: Firm sees optical strength but weaker share in Amazon chips

Description: Nvidia's powerful results make the case for investing in these optical component names stronger.

Description: Tesla stock popped on Monday as Melius Research tabbed the EV maker a "must own" due to its autonomy efforts and as CEO Elon Musk talked up its chipmaking progress.

Description: Alphabet Hits Record High -- Gemini 3 Drives Explosive Growth in Cloud and AI

Description: Investing.com -- Broadcom (NASDAQ:AVGO) stock surged 10% Monday, riding a wave of optimism surrounding Google’s artificial intelligence advancements. Other Google suppliers also saw significant gains, with Lumentum (NASDAQ:LITE) jumping 13.5% and Celestica (NYSE:CLS) rising 12%.

Description: Wall Street is straining to absorb a flood of new bonds from tech companies funding their artificial intelligence investments, adding to the recent pressure in markets. Since the start of September, so-called AI hyperscalers Amazon com, Alphabet Meta Platforms and Oracle have issued nearly $90 billion of investment-grade bonds, according to Dealogic, more than they had sold over the previous 40 months. AI data-center developers like TeraWulf and Cipher Mining both started as bitcoin miners, also have stormed the speculative-grade market, issuing more than $7 billion of those lower-rated bonds.

Description: A former Microsoft (NASDAQ:MSFT) executive has launched a children’s eyewear company after her daughter received a vision diagnosis at 4 years old that revealed multiple eye coordination problems. Hayley Martin founded Once Upon a Charm, a Seattle-based startup selling prescription glasses designed specifically for girls between the ages of 4 and 9. The frames retail at $250 per pair and feature a patent-pending system allowing wearers to attach decorative charms to the temples. Martin developed

Description: Apple is more expensive and growing slower than these other artificial intelligence (AI) stocks.

Description: Satoshi Nakamoto's Bitcoin-based net worth took a heavy hit as BTC dropped more than 30% from its all-time high set in October.

Description: Microsoft is making significant changes with respect to the future of its operations, leading to substantial implications for the tech world. It didn't ask you first, but if you've invested in the S&P 500, the Nasdaq 100, or a few shares of Microsoft through your 401(k), you're already on ...

Description: These megacap companies have rewarded investors with epic long-term gains, but one -- Tesla -- may now be overextended.

Description: The company has been on a tear over the past six months.

Description: Warren Buffett added Alphabet stock to Berkshire's portfolio during the third quarter.

Description: Doug and Lee examined the generational turnover in the S&P 500’s largest companies and discussed how only Microsoft and Oracle maintained top tier status through two decades of technological and market upheaval.

Description: Investors will be tracking retail earnings and economic data as the government works through a backlog of reports delayed by the shutdown.

Description: Predictions of a $250,000 Bitcoin by 2026 have resurfaced. Critics argue the forecast is unrealistic. CCN asked ChatGPT and Grok for their outlooks. Predictions that ...

Description: In November 2025, Arm Holdings and Nvidia announced an expanded partnership integrating NVLink Fusion technology into Arm's Neoverse platform to enhance AI data center infrastructure efficiency and performance for cloud providers. This collaboration aims to accelerate the adoption of specialized AI infrastructure and is supported by Arm’s widespread deployment among leading hyperscalers such as Amazon, Microsoft, Oracle, Google, and Meta Platforms. The partnership underscores Arm's intent to...

Description: The past 10 years have been kind to these two tech leaders. Things could look much the same through the next decade.

Description: If owning some is good, holding more may be even better.

Description: Earlier this week, Lumen Technologies launched its Lumen Defender Advanced Managed Detection and Response with Microsoft Sentinel and joined Meter in announcing an integrated WAN-to-LAN networking solution tailored for AI-driven enterprises. These developments underscore Lumen’s commitment to expanding its digital security and connectivity ecosystem through deeper integrations with industry leaders and innovative platform offerings. We’ll examine how the Microsoft Sentinel-powered...

Description: Time to buy? It depends on what you're considering.

Description: Druckenmiller opened new positions in Amazon, Meta Platforms, and Alphabet in Q3.

Description: The tech giant hasn't split its stock in more than two decades.

Description: In order to accelerate the construction of new power plants needed to provide energy for its data centers, Meta is looking to get into the business of trading electricity.

Description: He saw a surprise high-priority meeting appear on his calendar.

Description: The $3 trillion club is going to get crowded before too long.

Description: In the world of financial names, Suze Orman is a titan, a giant, a familiar voice to millions of investors who want to know how to make the most money in the shortest time. Suze Orman has built her career on helping these very investors avoid unnecessary risks with their hard-earned money. It’s not impossible ... Suze Orman’s Take on Dividend Investing Might Surprise You

Description: Many AI stocks have retreated from 52-week or record highs. What's clear is that investor worries over an AI bubble have increased.

Description: At Microsoft Ignite 2025, Microsoft announced a strategic partnership with OneStream to integrate OneStream's SensibleAI Agents across Microsoft 365, Teams, Excel, Copilot, and Azure, embedding real-time financial analysis and automation directly into widely used Microsoft tools. This collaboration enhances OneStream's AI-powered offerings and expands its reach through Microsoft Marketplace, while also earning OneStream the title of Microsoft's Partner of the Year for transforming finance...

Description: The real bottleneck to artificial intelligence is energy, and Constellation Energy is one utility that could benefit.

Description: AI companies are turning to debt markets to fund data centers. But analysts say this new wave of bonds aren't bubbles

Description: It’s been a pattern of the AI age. Every time the Nasdaq sells off, it quickly returns to previous highs—and rises from there.

Description: Alphabet Surges Past Microsoft in a Fierce Battle of Trillion-Dollar Giants

Description: IREN Limited (NASDAQ:IREN) is one of the best crypto-related stocks to invest in. On November 10, 2025, The Fly reported that Canaccord Genuity increased its price target on IREN Limited (NASDAQ:IREN) from $42 to $70, while reiterating a “Buy” rating. The investment firm sees the company’s GPU cloud contract with Microsoft as a key growth driver. It […]

Description: ServiceNow recently announced a comprehensive series of AI integrations and partnerships with industry leaders including Microsoft, Tanium, Palo Alto Networks, and Aria Systems, all aimed at enhancing productivity, workflow automation, security, and unified enterprise management for business clients. These collaborations introduce advanced AI agent governance and automation across platforms like Microsoft 365, strengthen security controls for AI workloads, and streamline end-to-end solution...

Description: Traders might swear there's an "AI bubble", but after strong earnings results from AI giant Nvidia and the well-received launch of Alphabet's new Gemini 3 Pro AI model, it looks like the market is only penalizing one corner of the burgeoning tech industry: the friends of ChatGPT creator OpenAI. AI ...

Description: One major exception came from Alphabet, which finished up 3.5%, passing Microsoft to become the world’s third-largest company. Until recently, Google-parent Alphabet was seen as an AI laggard, with more to lose from the new technology than gain. Alphabet has a rich source of funds in its massive advertising business, while rival OpenAI is likely to need more debt, stock issuance, and other creative forms of financing to pay for its AI models.

Description: Wondering if Microsoft’s current share price is a golden opportunity or just the status quo? You are not alone, with many investors eyeing whether it’s undervalued or trading at a premium. Recently, Microsoft’s stock has pulled back, with a drop of 7.4% over the past week and 9.3% in the last month, but it’s still up 12.8% year-to-date and 14.1% over the last year. This recent dip comes as investors digest a flurry of announcements, including continued investment in AI, major partnerships...

Description: The blistering growth of artificial intelligence investment has left many market watchers with a familiar, uneasy feeling. So as billions of dollars flow into chip makers, data centers and startups, the question on everyone’s mind looms — are we in an AI bubble? According to Microsoft co-founder Bill Gates, the answer is “yes” — but with some heavy qualifiers. Gates was quick to clarify that not all bubbles are created equal in an Oct. 28 interview on CNBC. And that from his perspective, the AI

Description: MIAMI, November 21, 2025--ExperienceBypass™, a global enterprise transformation advisory firm, announced the release of a new industry report outlining structural risks emerging in the rapidly expanding AI market. The report, authored by Honorio J. Padron, Founder and CEO of ExperienceBypass™, argues that the real AI bubble is not financial, it is architectural, and that tens of thousands of AI point solution companies will disappear over the next 36 to 48 months as enterprise architecture conso

Description: New York Fed President John Williams made the case for a near-term cut to interest rates. Alphabet, the parent company of Google, overtook Microsoft as the third-largest company by market value, behind Nvidia and Apple. Small stocks outperformed, with the Russell 2000 rising 2.8%.

Description: Eli Lilly (LLY) became the 10th U.S. company to reach the $1 trillion market cap milestone on Friday, following nine others that mostly come from technology. The Indianapolis-based drugmaker, the first pharmaceutical company to hit the 13-digit mark, rode a wave behind the booming market for weight-loss drugs.

Description: As AI redefines what it means to be a database firm, MongoDB stock could get a boost from the software maker's "nonrelational" DNA.

Description: Alphabet stock rises again, making the Google parent the third largest U.S. company by market capitalization.

Description: Oracle is a cloud-software company, now tied closely to the artificial intelligence investment trade, that may be doing the same thing. Shares in Oracle have tumbled 40% since early September, lopping nearly $360 billion from its market value, since the company unveiled a huge jump in projected revenue from its burgeoning AI business. The company didn’t immediately respond to a request for comment.

Description: A Rothschild/Redburn analyst has downgraded Microsoft and Amazon as the bull thesis fails to play out with the intensity many have expected.

Description: The nation’s biggest economic engine—artificial intelligence—is linked to one of its biggest economic anxieties—rising electricity prices. AI data centers use so much electricity that they’re causing prices to rise for nearby communities. Nowhere was that tension more evident this week than at a meeting on data centers by PJM, the nation’s largest electricity grid operator.

Description: Tech Titans Tumble: AI Boom Shows Cracks Despite Strong Earnings

Description: The chipmaker’s blockbuster earnings offered a brief reprieve, but a rapid reversal in trading cemented investor worries about the sustainability of the AI boom.

Description: Alphabet Surges Past Microsoft in a Fierce Battle of Trillion-Dollar Giants

Description: AI deepens its Microsoft Cloud integrations, unifying data, reasoning and model operations to streamline secure, production-scale enterprise AI.

Description: Partnership aims to boost domestic manufacturing for future data centers

Description: Investing.com -- Alphabet is emerging as the market’s preferred artificial intelligence winner, with Mizuho saying investor sentiment now reflects a belief that Google has “already won the AI game.”

Description: The UK government has announced that billions of additional private investment has been committed to help build out the country's AI capabilities.

Description: Ministers said areas to benefit will include Wales, Bristol and London.

Description: The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.

Description: REDWOOD CITY, Calif., November 20, 2025--C3 AI (NYSE: AI), the Enterprise AI application software company, today announced the availability of expanded integrations across Microsoft Copilot, Microsoft Fabric, and Azure AI Foundry, enabling customers to unify reasoning, data, and model operations in a single enterprise AI system running on the Microsoft Cloud. These enhancements build on years of collaboration between C3 AI and Microsoft and make it easier for customers to deploy, manage, and sca

Description: IDEMIA Public Security, the leading provider of secure and trusted biometric-based solutions, has been selected as a launch partner of Microsoft Entra Verified ID after a successful pilot, strengthening their partnership with Microsoft to authenticate individuals with proof of identity, and issuance of credentials that enable a host of use cases across Microsoft's ecosystem of partners and customers enabled through IDEMIA's identity and verification technology.

Description: The era of "loopification" has arrived as AI giants lock themselves into circular partnerships—investing in, supplying, and buying from one another.

Description: Traders have piled into the company’s credit-default swaps in recent months as Oracle’s massive AI-related spending spree, its central role in a web of interrelated deals, and its weaker credit grades compared with players such as Microsoft Corp. or Alphabet Inc. have made the contracts the market’s preferred way to hedge — and bet against — the AI boom. As AI skeptics rushed in, trading volume on the company’s CDS ballooned to about $5 billion over the seven weeks ended Nov. 14, according to Barclays Plc credit strategist Jigar Patel.

Description: Amid worries over an AI bubble, AI stocks rose after the Nvidia earnings report. But a JPMorgan report warns that capital could dry up if monetization falters.

Description: JPMorgan Chase (NYSE:JPM) just issued its Outlook 2026 report that frames artificial intelligence (AI) as a multi-decade productivity revolution on par with electricity or the internet, with no evidence of a bubble forming yet. Massive tailwinds are pushing the technology forward as supply constraints remain severe. For example, data center vacancy rates sit at 1% ... JPMorgan Says This Is Where You Should Be Investing in AI

Description: Nvidia is pushing back on AI investing fears.

Description: Nvidia's earnings report helped convince investors to jump back into Iren stock.

Description: Magnificent Seven stocks, including Nvidia and Tesla, are among the best to watch in today's stock market.

Description: Nvidia seems to occupy a similar space in the financial markets these days. As the world’s most-valuable company, selling a product that powers the global economy’s biggest investment boom, it’s become as definitive as the Fed in determining broader risk appetite. After all, his thoughts about demand, and Nvidia’s better-than-expected third quarter earnings, are likely to boost the chip maker’s market value by $220 billion on Thursday alone.

Description: SAN FRANCISCO, November 20, 2025--Credo AI today announced that its AI governance platform of the same name is now available in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. Credo AI customers can now discover and deploy trusted solutions through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Microsoft products.

Description: Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 2.1% in the morning session after the company reported third-quarter results that beat Wall Street expectations and provided a strong revenue forecast for the upcoming quarter, amid "off the charts" demand for its next-generation GPUs.

Description: GTLB's Dedicated platform gains traction as enterprises seek managed control and compliance across expanding cloud pipelines.

Description: ADBE leans on rising AI-driven ARR and upgraded 2025 guidance as its stock lags amid fierce competition and valuation pressure.

Description: Microsoft co-founder (NASDAQ:MSFT) Bill Gates once held the vast majority of his personal wealth in the company’s shares. Over decades, he gradually reduced his direct ownership through sales and massive donations to philanthropy. The Bill & Melinda Gates Foundation Trust — now called the Gates Foundation Trust after his ex-wife resigned from the organization — ... Bill Gates Just Dumped 65% of His Microsoft Stock. Should You Sell?

Description: The global artificial intelligence market size is anticipated to reach USD 3.5 Trillion by 2033, growing at a CAGR of 31.5% from 2025 to 2033, according to a new report by Grand View Research, Inc. Artificial Intelligence's growing integration into consumer wearables is accelerating market expansion by enabling practical, everyday applications and encouraging deeper R&D investments. Advancements such as gesture-based controls, intuitive interfaces, and industry-specific devices are strengthening

Description: Warren Buffett soon departs Berkshire Hathaway as CEO. His replacement, Greg Abel, is no Warren Buffett. Will Berkshire Hathaway ever be the same?

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Analysts are Tracking Closely. On November 18, Rothschild Redburn downgraded the stock to “Neutral” and cut the price target to $500 from $560. According to the firm, Azure has been the main growth engine for Microsoft till now, accounting for more than half of the company’s revenue growth. […]

Description: SAN FRANCISCO (Reuters) -Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point. But a growing band of market skeptics are concerned the only way off a tipping point is down. In a regulatory filing, Nvidia disclosed the majority of its booming business rests on four unnamed customers.

Description: Microsoft (MSFT) shares were in focus today after a lackluster session saw the stock dip slightly. Markets are weighing recent performance to see if the current trend could signal new opportunities or short-term headwinds for investors. See our latest analysis for Microsoft. Despite recent volatility and a 1-day share price dip of 1.35%, Microsoft’s long-term picture remains robust. The company has delivered a 1-year total shareholder return of 18.34% and has achieved impressive multi-year...

Description: Amid a blackout of data due to the government shutdown, the $5tn chipmaker’s report took on wider significance

Description: Insightful Analysis of Jeff Auxier (Trades, Portfolio)'s Third Quarter 2025 13F Filing

Description: Nvidia Chief Financial Officer Colette Kress said the company is disappointed with regulatory hurdles it faces to send computing products to China and said the company would continue to engage with U.S. and Chinese governments. “To establish a sustainable leadership and position in AI computing, America must win the support of every developer and be the platform of choice for every commercial business, including those in China,” she said. Earlier this week, ​​Amazon.com joined Microsoft in supporting legislation that threatens to further limit Nvidia’s ability to export to China.

Description: Strong revenue and “off-the-charts” GPU demand show Nvidia’s AI engine still roaring as CEO Jensen Huang delivers a beat-and-raise quarter

Description: Jim Zimmerman will deploy and manage Invent's AI strategy at scale.

Description: Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier. Last month, Nvidia became the first public company to reach a market capitalization of $5 trillion. The ravenous appetite for the Silicon Valley company's chips is the main reason that the company’s stock price has increased so rapidly since early 2023.

Description: Nvidia is set to report its quarterly earnings after the closing bell Wednesday with investors fretting about lofty AI valuations.

Description: NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago. For the quarter, GAAP and non

Description: NEW YORK, November 19, 2025--Wolters Kluwer, a global leader in professional information solutions, software and services, demonstrated its commitment to advancing technology and clinical decision support as it took center stage at the Microsoft Ignite conference. Bill Flannery, Vice President of Advanced Technology at Wolters Kluwer, was invited to speak on the distinguished panel "Make smarter model choices: Anthropic, OpenAI & more on Microsoft Foundry," underscoring Wolters Kluwer’s reputati

Description: Earlier today, Alphabet was on pace to surpass Microsoft in total market cap for the first time in seven years — but the stock later gave up some of those gains. Alphabet stock got a boost late last week after a filing showed that Warren Buffett’s Berkshire Hathaway purchased 17.8 million shares of the company during the third quarter. On Tuesday, Alphabet launched Gemini 3, an updated version of its own large language model — offering a chance to gain some ground in the artificial intelligence arms race.

Description: Market participants have taken profits to account for a couple of core risks, including fears about AI spending and the Federal Reserve’s interest-rate policy. Seaport Research Partners identified more than a dozen stocks that have been hit harder than they should have based on Wall Street’s earnings forecasts.

Description: Constellation Energy shares angled higher in Wednesday's stock market after the Department of Energy announced late Tuesday that the S&P 500 nuclear giant's plans to restart a Three Mile Island reactor is now backed by a $1 billion Trump administration loan. The Department of Energy loan is expected to cover much of the project's estimated $1.6 billion cost with the first advance expected to make its way to Constellation Energy in Q1 2026. The nuclear giant first announced it will be firing back up Pennsylvania's Three Mile Island Unit 1 in September 2024 as part of a two-decade long contract with Microsoft to provide power for the tech giant's data centers.

Description: CAIRO (Reuters) -Saudi Arabian sovereign wealth fund the Public Investment Fund, Saudi information technology company SITE and Microsoft signed a memorandum of understanding to explore the delivery of

Description: Tech stocks were higher late Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK)

Description: 📉 This is an online version of my Markets A.M. newsletter. Get investing insights in your inbox each weekday by signing up here—it’s free. 📧 You could do worse than owning companies prominent enough to have a shared nickname, but you could probably do better.

Description: Red Post Energy is proud to announce the appointment of Madhivanan T. A. ("Madhi") to its Advisory Board. A strategic global leader with more than 30 years of experience across energy, chemicals, oil & gas, automotive, and technology sectors, Madhi brings unparalleled expertise in building resilient, scalable, and high-performance infrastructure worldwide.

Description: Robust demand for AI data-center capacity could translate into impressive growth for Nebius in the coming months.

Description: The major indexes rebounded off lows Tuesday but we've been here before. Google showed strength. Nvidia earnings loom large.

Description: The recent downturn in global semiconductor stocks, ahead of Nvidia Corp.’s closely watched earnings later this week, is likely temporary, according to Joseph Zhang, portfolio manager at Fidelity International. “It’s still in the early stage of the party,” said Zhang, who co-manages over $10 billion of assets at Fidelity.

Description: Nvidia’s stock is under immense pressure as investors nervously await its earnings, set to be released on November 19. The stock is slightly down at the time of writing, trading about 1.75% lower at 183.34, which now puts it at about 11.4% lower than its October 29 peak, which had a closing price ...

Description: WARREN, N.J. & MUMBAI, India, November 19, 2025--LTIMindtree Strengthens Relationship with Microsoft to Accelerate Microsoft Azure Adoption and Drive AI-Powered Transformation.

Description: On November 18, 2025, Rubrik announced Rubrik Agent Cloud will integrate with Microsoft Copilot Studio, offering enterprise customers automated agent discovery, monitoring, governance, and remediation for AI agents deployed across Microsoft 365, including OneDrive and SharePoint. This move positions Rubrik as a key enabler of secure and compliant AI agent adoption in enterprise environments, addressing increasing organizational focus on managing and safeguarding AI-driven automation at...

Description: Constellation Energy will use the loan to refurbish a reactor it idled in 2019. Microsoft has agreed to buy the power once the facility reopens in 2028.

Description: The latest news for the company on the regulatory and analysis fronts wasn't encouraging.

Description: The U.S. Department of Energy said Tuesday that it will loan $1 billion to help finance the restart of the nuclear power plant on Pennsylvania's Three Mile Island that is under contract to supply power to data centers for tech giant Microsoft. The loan is in line with the priorities of President Donald Trump's administration, including bolstering nuclear power and artificial intelligence. For Constellation Energy, which owns Three Mile Island's lone functioning nuclear power reactor, the federal loan will lower its financing cost to get the mothballed plant up and running again.

Description: Under the partnership, Nvidia and Microsoft will invest up to $15 billion in Anthropic, a competitor to OpenAI whose models are popular with coders and businesses. Anthropic, in turn, said it would buy $30 billion of computing capacity from Microsoft Azure running on Nvidia AI systems. The chip company will work with Anthropic on design and engineering.

Description: Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 3.4% in the afternoon session after concerns regarding lofty artificial intelligence valuations triggered a pullback in the technology sector.

Description: US equity indexes fell on Tuesday as declines in Microsoft (MSFT) and Amazon.com (AMZN) exacerbated

Description: Nvidia, which reports quarterly results Wednesday after the market close, fell 3%. Home Depot fell 6% after reporting disappointing results. A federal judge dismissed the Federal Trade Commission’s claims that Facebook-parent Meta Platforms has an illegal monopoly in social media.

Description: Rothschild & Co Redburn's Alex Haissl downgraded Amazon and Microsoft to a neutral rating.

Description: Nvidia and Microsoft unveil a massive AI partnership with Anthropic, Home Depot reduces its full-year sales outlook, and Cloudflare reports widespread outages.

Description: ORLANDO, Fla., November 18, 2025--Kore.ai, a global leader in enterprise Agentic AI platforms and solutions, today announced that it will be a release partner for Microsoft Agent 365, unveiled at Microsoft Ignite 2025 in San Francisco.

Description: Stock Market Today: The Dow Jones Industrial Average was weighed down by Home Depot. Small caps outperformed the major indexes.

Description: Wall Street's major equity benchmarks on Tuesday slumped to their lowest levels since October as maj

Description: The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down by -0.83%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.20%. December E-mini S&P futures (ESZ25 ) fell -0.86%, and December...

Description: Elon Musk just reopened one of his favorite long-time grudges, and, as usual, it was far from a whisper. After the Gates Foundation dumped 65% of its Microsoft (MSFT) stake in Q3 (an estimated $8.8 billion gain), Musk jumped on X (formerly Twitter) to reignite his feud with Bill Gates on his ...

Description: Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence chips outperform graphics processing units-based systems, which are often built around Nvidia (NASDAQ:NVDA) hardware. d-Matrix secured Series C funding at a $2 billion valuation, with the round co-led by BullhoundCapital, Triatomic Capital, and Singapore’s Temasek sovereign wealth fund. Microsoft participates in the company's investor base through i

Description: CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks Investors Are Watching. On November 13, Compass Point started coverage on the stock with a Buy rating and a $150 price target. The firm is bullish on the stock as it sees a durable growth profile for CoreWeave driven by a boost in AI-driven data center spending […]

Description: Discomfort around artificial intelligence helps explain the disconnect between a solid economy and an anxious public.

Description: Skeptics have questioned whether tech companies are expensing the cost of their GPUs over too long a period. That would tend to boost earnings.

Description: Wall Street got off to a rough start this week as traders grew cautious ahead of Nvidia's (NVDA) qua

Description: Barron’s identified 17 stocks that can benefit from nuclear trends. “Interest in nuclear power is growing, especially as load growth stress-tests traditional gas generation supply chains and more so as net zero goals require hyperscalers and data centers to move to net zero carbon sources,” wrote Mizuho analyst Maheep Mandloi in a Monday report. Enter nuclear power.

Description: Cisco's stock has been basically flat since the peak of the dot-com bubble. Meanwhile, the S&P 500 is up about 350%.

Description: The Ivy League school invested more than 20% of its U.S.-listed public equity holdings in a crypto ETF.

Description: The Thiel Macro fund now counts Apple Inc., Microsoft Corp. and a reduced stake in Tesla Inc. as its main bets, according to a 13F filing. Thiel’s move comes at a time of rising concerns about the AI exuberance that turned Nvidia into the world’s most valuable company.

Description: The Dow is down 690 points or 1.5% in the early afternoon, under pressure from its heaviest hitting stocks. Shares of Goldman Sachs were down 2.5%. Microsoft, the third highest weighted stock, was down nearly 1%.

Description: Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI’s rapid ascent is energy supply. The surge in AI applications requires vast computational power, with data centers consuming electricity equivalent to small cities and projected to increase demand tenfold by 2030. This ... The 1 Thing That Can Slow AI’s Growth — And 3 Stocks That Will Profit From It

Description: Azure's 40% surge helps fuel a bullish new call on the software giant

Description: Blue Origin's Dave Limp says AI's energy crunch will push the world's biggest compute clusters off Earth and into space

Description: GOOGL's surging AI-driven search and cloud momentum fuels standout gains and supports its premium valuation.

Description: Buffett-led conglomerate makes a rare tech investment amid sector-wide caution.

Description: The apparel giant said it will launch a "complex agentic framework" in 2026 that will integrate several sub-agents across IT, HR and operations.

Description: LONDON (Reuters) -Boaz Weinstein's Saba Capital Management has sold credit derivatives in recent months to lenders seeking protection on big tech names like Oracle and Microsoft due to concerns over a debt-financed AI investment frenzy, a source told Reuters.​ Banks have sought to shield their exposure to potential losses by buying credit default swaps (CDS) from the U.S. ‌hedge fund manager, known for his winning bet against the JPMorgan Chase trader dubbed the "London Whale", the person said. While the credit insurance rises in value in tandem with the perceived risk of ‌a company's default, current prices indicate those risks are still low compared to other sectors. Saba sold banks CDSs on Oracle, Microsoft, Meta, Amazon and Google parent Alphabet, said the source, who had direct knowledge of the deals.

Description: We recently published 16 Latest Stocks on Jim Cramer’s Radar. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks on Jim Cramer’s radar. Most of Cramer’s recent comments surrounding software giant Microsoft Corporation (NASDAQ:MSFT) have focused on its cloud computing business, and this episode wasn’t an exception. However, in this appearance, the CNBC TV host focused […]

Description: Nvidia will report its Q3 earnings after the bell on Wednesday.

Description: AUSTIN, Texas, November 17, 2025--Aalo Atomics, a leading innovator in advanced nuclear energy systems, announces a successful collaboration with Microsoft on generative AI for permitting, marking a milestone in applying artificial intelligence to accelerate clean-energy infrastructure development.

Description: This AI cloud infrastructure provider has a massive order backlog that should ensure outstanding growth for years to come.

Description: Apple nears $4T market cap, but faces slowing growth as Nvidia tops $4.6T. Analysts remain bullish despite iPhone reliance and revenue headwinds.

Description: Drugs for weight loss and diabetes are taking Eli Lilly to new heights.

Description: It may be a good strategy to follow the lead of billionaire investors in stock investing.

Description: As AI and data centers consume more power worldwide, Finland is finding a way to turn the problem into a solution. Tom Mackenzie reports from Helsinki, where energy company Helen captures excess heat from Equinix's data centers and reuses it to warm local homes, cutting emissions and costs at once. With Microsoft and others now expanding similar projects, Finland's model could redefine what it means to build a sustainable digital economy.

Description: Balance sheets and cash flows are showing the strain of AI investments and forcing investors to think about companies differently.

Description: This fund lets you capitalize on the growing demand for data center energy.

Description: Achieving a $1 trillion market cap is no small feat.

Description: The emerging AI infrastructure services provider could soar even higher.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the Best Fundamentally Strong Stocks to Buy. On November 12, the Wall Street Journal reported that Microsoft Corporation (NASDAQ:MSFT) has been expanding its data center build-out with an AI super factory. This is the set of two-story structures in Atlanta, focused towards connecting seamlessly with infrastructure in other areas to harness the […]

Description: Apple just recently crossed a $4 trillion market cap, but growth lags rivals. Is Apple stock a buy now, or should investors wait? Here’s what experts say.

Description: The U.S. is pouring billions into a renewed push for nuclear power, but regulatory hurdles, high costs, and limited expertise threaten the speed and scale of the Trump administration’s ambitious plans.

Description: These players may continue to benefit from the AI boom.

Description: How did the shabby offices of the late 1700s, with their dim lights, coal-burning fireplaces and quill pens, evolve into the sleek, high-tech work environments that we know today? Mechanical innovations dominated the 19th century; digital and electronic breakthroughs defined the 20th century, as seen in the launch of everything from financial spreadsheets to email. One enduring theme: From the 1860s onward, an outsize share of these office-related innovations emerged in the U.S. As the French traveler Alexis de Tocqueville wrote nearly 200 years ago, America’s leading minds weren’t drawn to poetry, music or the arts.

Description: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core business. Google Cloud has captured a rising slice of the cloud computing sector, trailing only Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT), while investments in artificial intelligence position it ... Alphabet’s Secret Portfolio Just Bought These 2 Stocks. Should You Buy Too?

Description: In recent days, Microsoft has made several high-profile announcements including the launch of new AI-focused datacenters, expanded cloud partnerships, and deeper integration of AI capabilities across its products and services. At the same time, client and partner collaborations highlighted Microsoft’s expanding footprint in healthcare, security, and enterprise AI solutions, signaling increasing adoption of its technologies in mission-critical applications. We'll explore how Microsoft's rapid...

Description: It's rare to have a 1,000-bagger stock, but investors can learn from them.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the 11 best AI infrastructure stocks to buy right now. On November 11, 2025, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) unveiled its $10 billion investment plan for AI infrastructure in a data center in Sines, Portugal. This marks one of Europe’s largest AI investments. In collaboration with Start Campus, Nscale, and […]

Description: Editor’s Note: This story has been updated to include a comment from a Nvidia spokesperson. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) are reportedly lining up behind new U.S. legislation that could further curb Nvidia ...

Description: Wall Street says Meta Platforms stock could soar 40% in the next year.

Description: Despite a sharp pullback in major artificial intelligence tech stocks like Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), and Nvidia Corp. (NASDAQ:NVDA), the downturn appears to be a brief panic ...

Description: AI Turbulence Rattles Silicon Valley, but Wedbush Sees a Breakout Rally Ahead

Description: Microsoft Corporation (NASDAQ:MSFT) is among the most fantastic stocks every investor should pay attention to. The company appears to be in capacity expansion mode, having recently announced several investments across multiple opportunities. On November 3, Bloomberg reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest over $8 billion through 2029 in data centers, high-performance computing, and personnel […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the best blue-chip stocks to buy now. On November 5, Microsoft Corporation (NASDAQ:MSFT) entered into a strategic partnership with Pantone, a digital solutions provider for the creative and design communities. The two are joining forces to support designers in utilizing artificial intelligence to enhance their craft. As part of […]

Description: Leaked documents reveal how much OpenAI paid Microsoft under a revenue-share agreement. They also indicate inference costs.

Description: Technology titans have high credit ratings and robust free cash flow, one strategist notes. Plus, market newsletter commentary on vendor financing, the 2026 outlook, and the S&P 50o’s technical setup.

Description: (Reuters) -Alphabet's Google unit will invest $40 billion over the next two years to build three new data centers in Texas, joining peers aggressively spending to build infrastructure to support the

Description: Dip-buyers stepped in for big tech stocks Friday, with shares of some mega-cap giants paring early declines. That lifted the Nasdaq composite all the way back into the green on the day. Microsoft and Nvidia were both up more than 1% by the close of trading, and Oracle was up 2.

Description: Coretek today announced it has been named a finalist for the Innovate with Azure AI Platform category of the 2025 Microsoft Partner of the Year Awards. The company was honored among a global field of leading Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions built on Microsoft technology.

Description: BOSTON, November 14, 2025--Liberty All-Star® Equity Fund October 2025 Monthly Update

Description: BOSTON, November 14, 2025--Liberty All-Star® Growth Fund, Inc. October 2025 Monthly Update

Description: Insight into Andreas Halvorsen (Trades, Portfolio)'s Third Quarter 2025 13F Filing

Description: Insights from the Third Quarter 2025 13F Filing

Description: US equity indexes closed mixed on Friday, as selective dip-buying helped lift the technology sector

Description: The investment will be made through 2027, Google said in a statement Friday.

Description: Stock Market Today: The Dow Jones index dropped 300 points Friday. But Nvidia and Palantir recovered well off session lows.

Description: The investment, which will be ‌made through 2027, underscores the intensifying competition among AI and cloud service providers to build infrastructure capable of supporting ‌advanced AI models. OpenAI, Microsoft, Meta Platforms and Amazon are among companies spending billions in new AI-focused data centers. Google said one of the new data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch ⁠of West Texas near Abilene.

Description: Insightful Analysis of Mairs and Power (Trades, Portfolio)'s Third Quarter 2025 13F Filing

Description: Exploring the Third Quarter 2025 13F Filing of Tiger Global Management

Description: Alliance Defending Freedom, a legal advocacy group involved in the 2022 overturning of and landmark cases tied to religious-freedom issues, alleged that Microsoft withheld discounts to ADF itself and to certain other nonprofits, such as groups that don’t hire LGBTQ people for religious reasons and pregnancy resource centers that don’t offer abortions. Investors represented by ADF planned to use the allegations to urge shareholders to ask Microsoft at its annual meeting on Dec. 5 to prepare a report on its discounting practices.

Description: OpenAI completed a major corporate restructuring of its for-profit division last week that highlights the company's vision ahead of 2030. This comes as the company recorded a staggering loss of $11.5 billion in most recent quarter, according to an analysis of financial disclosures from major partner Microsoft. Corporate Restructuring Paves Way for IPO The Register conducted the review of Microsoft’s latest earnings report, which was released on Oct. 29. The massive quarterly loss highlights the

Description: Exploring the Investment Shifts of a Renowned Hedge Fund Manager

Description: Exploring the Investment Shifts of a Renowned Tiger Cub

Description: A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI ...

Description: Microsoft Corporation (NASDAQ:MSFT) ranks among the best long-term stocks to buy according to D. E. Shaw. Microsoft Corporation (NASDAQ:MSFT) announced better-than-expected fiscal first-quarter earnings on October 29. The company’s cloud sector beat forecasts, driven by Azure’s robust AI-fueled demand. However, the current quarter’s revenue projection fell short of expectations around the midpoint. The company’s results […]

Description: (Reuters) -Amazon is joining Microsoft in backing legislation to further curb chipmaker Nvidia's ability to export chips to China, the Wall Street Journal reported on Thursday, citing people familiar

Description: Microsoft’s (MSFT) newest project seems more like something out of a science fiction movie than your typical tech infrastructure. Its robust new AI “superfactory” vision layers together hyperscaler data centers and cutting-edge networking fabric, integrating hundreds of thousands of advanced ...

Description: Apple stock was down slightly on Wednesday, but still performing better than most of its Magnificent Seven peers as Wall Street rotates its investments out of tech names that are spending big on artificial intelligence. The stock market took a hit on Thursday as investors turned their focus from the government shutdown to concerns that the Federal Reserve wouldn’t be cutting interest rates again in December. On top of those concerns, there was a continued decline in tech stocks as investors worry about hefty AI spending and high valuations.

Description: Cloud-computing company CoreWeave was among the most battered stocks in today’s tech selloff. Shares of the company sank 8.3% on Thursday, one of the biggest drops among artificial intelligence stocks including Nvidia, Broadcom and Palantir Technologies.

Description: FAIRFAX, VIRGINIA / ACCESS Newswire / November 13, 2025 / WidePoint Corporation (NYSE American:WYY), a federally certified provider of Trusted Mobility Management (TM2) solutions, reported results for the third quarter ended September 30, 2025. Third ...

Description: COLLEGE PARK, Md., November 13, 2025--IonQ (NYSE: IONQ), the world’s leading quantum company, today announced its participation at SuperCompute 2025 (SC25), the premier international conference for high-performance computing (HPC), taking place November 16–21 at the America’s Center Convention Complex in St. Louis, Missouri.

Description: Major reactions to relatively minor events show that shareholders are getting antsy as AI investment grows. Why the AI trade still has legs.

Description: Oracle stock has given back all the gains from the cloud computing group’s “ Nvidia Moment” as investors grow increasingly cautious over investments linked to the artificial intelligence boom. When Oracle reported earnings in September, the results included a massive revenue forecast. One of its biggest commitments is a reported $300 billion agreement to buy computing power for Oracle, and that deal represented around 65% of its so-called “RPO” forecast that sent the stock soaring in early September.

Description: Investors have been piling into risky stocks, trying to keep up with the market’s torrid pace of gains. Owning blue chips like Berkshire Hathaway Microsoft and Walmart is one way for investors to protect themselves against the inevitable blowback. It’s been a bang-up year for the stock market with the returning more than 16%.

Description: Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash?

Description: ARM posts record fiscal Q2 with surging AI-driven revenue and partnerships, but lofty valuation tempers investor enthusiasm.

Description: DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.

Description: Magnificent Seven stocks, including Nvidia and Tesla, are among the best to watch in today's stock market.

Description: Gryphon Investors ("Gryphon"), a leading middle-market private investment firm, announced today that it has entered into a definitive agreement to sell its portfolio company 3Cloud ("the Company"), a leading dedicated Microsoft Azure services provider, to Cognizant Technology Solutions Corporation (NASDAQ: CTSH). Financial terms for the transaction, which is expected to close in Q1 2026, were not disclosed.

Description: Cognizant (NASDAQ: CTSH) has entered into a definitive agreement to acquire 3Cloud, one of the largest independent Microsoft Azure services providers and a global leader in Azure-dedicated AI enablement solutions. The acquisition will strengthen Cognizant's role as a strategic partner for enterprise AI readiness and digital transformation by adding 3Cloud's advanced capabilities in data and AI, app innovation, and cloud platforms for enterprise clients.

Description: GTLB's AI-native DevSecOps platform drives steady enterprise growth as demand for secure, unified workflows accelerates.

Description: Nebius Group (NASDAQ:NBIS) was pulled out of obscurity earlier this year when Nvidia (NASDAQ:NVDA) revealed its hidden investment portfolio had taken a stake in the AI data center stock. It participated in a $700 million private placement last December and today owns nearly 1.2 million shares valued at about $112 million at current prices. It has ... Nebius Stock Keeps Falling. Here’s Why You Should Be a Buyer

Description: The Nasdaq has surged 21.86% so far in 2025, nearly ten times Bitcoin’s 2.96% gain, but crypto market maker Wintermute believes the tables could soon turn in favor of BTC.The Nasdaq-100, a tech-heavy stock index tracking giants like Apple, Microsoft, and NVIDIA, has far outperformed Bitcoin in 2025 as risk ...

Description: Donald Trump has summoned some of Wall Street’s biggest names including JPMorgan chief Jamie Dimon and billionaire Bill Ackman to a White House...

Description: I've used most Windows versions, with the oldest one being 3.11. When Windows 7 was released, it really felt like Microsoft had put a serious effort into creating a decent operating system. Unfortunately, since 7, the company hasn't had a release that would leave such a good impression. The ...

Description: Cloocus today announced it has been named a finalist for the 2025 Microsoft Partner of the Year Award (Gaming). The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.

Description: Tredence, a global AI and data science solutions provider, today announced it has won the 2025 Microsoft Partner of the Year Award for Data & Analytics Platform. Tredence was selected from a global field of Microsoft partners for its ability to accelerate AI innovation and deliver measurable business impact through Azure-powered analytics and AI solutions.

Description: AUSTIN, Texas, Nov. 12, 2025 (GLOBE NEWSWIRE) -- TTEC Holdings Inc. (NASDAQ: TTEC), a leading global CX (customer experience) technology and services innovator for AI-enabled CX, today announced that TTEC Digital has won the 2025 Microsoft Dynamics 365 Service Partner of the Year Award. The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology. “We are thrilled to be rec

Description: Coatue saw energy as an early AI beneficiary. Why the firm thinks trucking, mortgages, and logistics could be next.

Description: Nebius Group NV (NBIS) reports a 355% revenue surge, major deals with Meta and Microsoft, and ambitious expansion plans amid capacity challenges.

Description: Fractal Analytics Limited- ("Fractal") (www.fractal.ai), a global provider of artificial intelligence solutions to Fortune® 500 companies, today announced, it has won the Retail and Consumer Goods 2025 Microsoft Partner of the Year Award. The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.

Description: Microsoft has named Sulava, a Finland-based AI and Copilot pioneer within The Digital Neighborhood, as its 2025 Global Copilot and AI Agent Partner of the Year.

Description: Lightbeam Health Solutions, the proven, AI-enabled solutions and services leader in population health management, today announced it has won the Healthcare and Life Sciences 2025 Microsoft Partner of the Year Award. The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.

Description: BUFFALO, N.Y., November 12, 2025--As a member of the Cegeka Group, CTG is proud to announce that Cegeka has earned the 2025 Microsoft Partner of the Year Award for Dynamics 365 Supply Chain. Microsoft honored Cegeka for its outstanding innovation and execution of industry solutions that drive business success, powered by Microsoft Dynamics 365 Supply Chain, the end-to-end platform that optimizes planning, production, inventory, and logistics.

Description: Hitachi Solutions announced today it has won the Government 2025 Microsoft Partner of the Year Award. It has also been selected as finalists for Build and Modernize AI Apps, Dynamics 356 Sales and Customer Insights, Dynamics 365 Supply Chain, and Low Code Application Development 2025 Microsoft Partner of the Year. In addition, Hitachi Solutions has won 2025 Microsoft Partner of the Year for Dynamics 365 Finance globally. The company was honored among a global field of top Microsoft partners for

Description: SAN MATEO, Calif., November 12, 2025--Faros AI, the AI transformation partner for software engineering organizations, today announced it has won the Microsoft for Startups 2025 Microsoft Partner of the Year Award. Faros AI was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.

Description: SEATTLE, November 12, 2025--Willow Technology Corporation Ltd. ("Willow"), ​a leading Operational AI company​​, ​today announced it has been named a finalist for the 2025 Microsoft Education Partner of the Year Award.

Description: TORONTO, November 12, 2025--Softchoice has won the 2025 Microsoft Americas Channel Partner of the Year Award for Canada and named a Finalist for the same award in the US.

Description: Eight Awards in Seven Years - Innovative-e Solidifies Its Place as a Global Leader in Project and Portfolio Management MERRITT ISLAND, FLORIDA / ACCESS Newswire / November 12, 2025 / Innovative-e announced today that it has been named a 2025 Microsoft ...

Description: SAN JOSE, Calif., November 12, 2025--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced it has won the 2025 Americas Partner of the Year Software Development Company (SDC) Canada Award. The company received recognition among a group of top Microsoft partners for demonstrating innovation and successfully delivering customer solutions using Microsoft technologies.

Description: Ontinue, a leading provider of agentic AI-powered managed extended detection and response (MXDR) services and winner of the 2023 Microsoft Security Services Innovator of the Year award, today announced it has been named a Finalist for the 2025 Microsoft Partner of the Year Award in Healthcare and Life Sciences. Ontinue was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions built on Microsoft technology.

Description: EMERYVILLE, Calif., November 12, 2025--Tanium, a leader in Autonomous Endpoint Management (AEM), today announced it has won the 2025 Americas Partner of the Year Software Development Company US Award, marking the third consecutive year of earning a Microsoft Partner of the Year honor.

Description: Cloudforce has been named Microsoft's 2025 Education Partner of the Year, recognizing the transformative impact its nebulaONE® platform is delivering at leading institutions worldwide.

Description: SiegPath, a proprietary trading platform driven by financial technology innovation, has been awarded the "Most Innovative Fintech Award 2025" at the AI Expo Europe, recognising its pioneering work in AI-driven investment advisory solutions.

Description: Companies with strong cash-generating abilities are great targets, as they have plenty of cash to fuel growth, pay out dividends, and easily wipe out debt

Description: Shin Kong Security Co., Ltd. (SKS) and its visionary leader, Chairman Richard Wu, achieved a remarkable double victory at the Asia Pacific Enterprise Awards (APEA) 2025 Taiwan Chapter, organized by Enterprise Asia, with Chairman Wu receiving the Master Entrepreneur award and the company honored with the Corporate Excellence award. These prestigious recognitions reflect both the company's transformative growth and Chairman Wu's pioneering leadership in redefining Taiwan's security industry.

Description: If the CEO hits his performance goals and the company’s earnings explode over the coming 10 years, what will the stock’s price-to-earnings ratio be?

Description: Nebius stock soars on a strong Q3 and $3.0 billion contract with Meta Platforms. Here’s why NBIS shares are worth owning heading into 2026.

Description: Nebius Q3 net income missed. The company announced a AI compute infrastructure deal with Meta. Nebius stock fell on the news.

Description: CoreWeave stock fell as investors mulled the company's lowered 2025 guidance for capital spending and revenue amid capacity issues.

Description: Tech stocks were lower late Tuesday afternoon, with the Technology Select Sector SPDR Fund (XLK) dec

Description: CoreWeave’s annual revenue has more than tripled in a year’s time due to soaring demand for artificial-intelligence computing services. Much of that has come from tech giants such as Microsoft and Meta Platforms. In its third-quarter report Monday, CoreWeave posted a “backlog”—meaning total contracted revenue not yet recognized—of $55.6 billion.

Description: The Sines project marks the tech giant's latest AI expansion

Description: Palo Alto, California--(Newsfile Corp. - November 11, 2025) - Spin Technology, Inc. (Spin.AI), a leading SaaS security company, announces a significant expansion of its SpinSPM platform, now providing comprehensive security posture management across 25+ mission-critical business applications. The expansion addresses the growing challenge organizations face in maintaining consistent security standards across increasingly complex SaaS environments.Image 1To view an enhanced version of this...

Description: The two companies will fund infrastructure developments in Portugal and Germany in the latest spending commitments from U.S. tech giants to bolster capacity overseas.

Description: Watch the Video When I told Lee that recent data showed U.S. GDP gaining momentum, he wasn’t surprised. As he put it, “AI is putting wind behind the economy’s back.” He’s right — and not because artificial intelligence is already generating massive profits, but because of the spending behind it. AI Spending Is the New Industrial ... Is the AI Buildout Propping Up U.S. GDP?

Description: Nebius Group (NBIS) struck a $3 billion deal to provide artificial intelligence infrastructure to Me

Description: SoftBank’s exit comes at a time when the market is increasingly questioning whether the billions flowing into AI infrastructure will translate into sustainable returns.

Description: While Microsoft and Meta burn billions chasing AI dominance, Apple's restraint is suddenly its biggest strength.

Description: A sleepy coastal village is becoming Europe's hottest AI battleground, thanks to Microsoft's latest mega-bet.

Description: Microsoft Corporation (NASDAQ:MSFT) ranks among the stocks in Bill Gates’ portfolio that analysts are watching. On October 30, Cantor Fitzgerald reaffirmed its Overweight rating and $639 price target for Microsoft Corporation (NASDAQ:MSFT) in response to the company’s F1Q26 earnings report, which revealed that the tech giant had surpassed expectations across most divisions. In constant currency, […]

Description: GitLab's AI-native platform, expanding SaaS mix and strong enterprise adoption make its stock appealing even after a sharp three-month rally.

Description: UBS Predicts Strong Stock Rally Despite Market Volatility

Description: If you have been wondering whether IREN is a hidden gem or an overhyped name, you are not alone. Let's dig into what really drives its value. Despite a wild ride this year, including a 475.2% return year-to-date, the past week saw the stock pull back by 11.2%. This could signal shifting optimism or growing caution among investors. Recent headlines highlighting major industry partnerships and IREN's strategic technology rollouts have added extra fuel to the price surge, while also increasing...

Description: Stock futures held steady following a day of gains, with investors hopefully eyeing the end of the government shutdown.

Description: Dollar General Corporation (NYSE:DG) is one of the best dividend stocks to buy. On October 28, Bernstein analyst Zhihan Ma reiterated a Buy rating on Dollar General, with a price target of $134. On November 4, in another update independent of the analyst action, Dollar General reported that it has hired Travis Nixon as the […]

Description: Magnificent Seven stocks, including Nvidia and Tesla, are among the best to watch in today's stock market.

Description: The Nasdaq Composite on Monday notched its biggest one-day rise since May amid optimism that the lon

Description: Nancy Tengler shares her market outlook and favorite stocks.

Description: Google's stock has increased by more than 50% in the last 12 months, making it a top investment given its expanding AI product portfolio.

Description: Health Catalyst, Inc. ("Health Catalyst," Nasdaq: HCAT), a leading provider of data and analytics technology and services to healthcare organizations, today announced that Twistle by Health Catalyst (Twistle), Lumeon by Health Catalyst (Lumeon), and Upfront by Health Catalyst (Upfront) have earned certified status by HITRUST for information security.

Description: Exploring Al Gore (Trades, Portfolio)'s Strategic Investment Decisions in Q3 2025

Description: MSFT, AVGO and IONQ stand out as resilient plays as investors rotate from overheated AI hype to sustainable tech and quantum growth paths.

Description: Microsoft (MSFT) has launched an unconventional marketing campaign to boost its Copilot chatbot amon

Description: US benchmark equity indexes were higher intraday amid signs that the longest-ever federal government

Description: Bank of America’s AI bull case on British semiconductor and software design company Arm is straightforward: The mechanics underlying such a call are really strong. As Arm-based CPUs transition from Nvidia's GB200 to Google's Axion and Microsoft's Cobalt, data-center revenue is growing by around 2 ...

Description: Behind the buying is news that the Senate is pushing forward legislation that would end the U.S. government shutdown.

Description: There's been a lot of hand-wringing about earnings and future earnings and whether financial markets can weather a stormy economy that's generating layoffs. The fact is the earnings have been strong, especially in sectors where growth and profits are nearly extreme: big technology, financials, ...

Description: Now, investors will be closely watching CoreWeave’s results as concerns mount about heavy spending by companies like Meta Platforms Inc. and Microsoft Corp., as well the circularity of many AI deals announced in recent weeks, with OpenAI at the center. “Investors have gotten a lot more sensitive to the balance between growth and spend,” said Dave Mazza, chief executive officer at Roundhill Financial.

Description: Social media stars give AI assistant a relatable new image

Description: Calls for bigger CHIPS credit and faster project approvals

Description: After a brutal selloff, CoreWeave's earnings could reset the narrative--or confirm the market's worst fears on AI capex.

Description: Teladoc Health is expanding its AI-powered virtual care capabilities as the telemedicine market surges toward massive U.S. growth.

Description: Her generational run buildin $130M has inspired the PELOSI Act, which aims to prevent politicians from trading in the future.

Description: In the race for AI dominance, American tech giants have the money and the chips, but their ambitions have hit a new obstacle: electric power.All this cash has helped alleviate one initial bottleneck: acquiring the millions of chips needed for the computing power race, and the tech giants are accelerating their in-house processor production as they seek to chase global leader Nvidia.

Description: Artificial general intelligence is still years away and far from the breakthroughs some tech leaders predict, former Tesla Inc. (NASDAQ:TSLA) senior director of AI and OpenAI founding member Andrej Karpathy said. "We're at this intermediate stage," he told host Dwarkesh Patel on the "Dwarkesh Podcast" in October. "The models are amazing. They still need a lot of work." Hype Meets Reality Karpathy said the rapid growth of large language models has created unrealistic expectations. "Overall, the m

Description: Nebius stock continued to march higher last month. It has quadrupled this year.

Description: Skepticism around sky-high tech valuations and a continued dearth of economic data set up the week for investors.

Description: There are many growth drivers today.

Description: Diversify your portfolio by investing in small stakes of high-growth, innovative stocks.

Description: From building the first personal computer to overseeing a personal empire — Gates has a few time-tested tactics.

Description: Investing.com -- UBS said global capital spending on artificial intelligence will surge to more than half a trillion dollars in 2026, underpinned by “robust fundamentals” and accelerating demand for computing power.

Description: Investing.com -- Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays climbing to $611 billion. That is a $145 billion increase in just one month’s estimates.

Description: These stocks are behemoths in their respective industries and among the safest stocks you can hold for not only years, but decades.

Description: Investing.com -- Europe’s push for data sovereignty and artificial intelligence (AI) self-reliance is accelerating as governments and corporations seek to reduce dependence on U.S. cloud providers.

Description: AvePoint (AVPT) just delivered a notable update for investors, announcing strong quarterly earnings with significant increases in revenue and profit compared to the previous year. The company also raised its full-year guidance, signaling renewed momentum. See our latest analysis for AvePoint. Despite posting standout earnings and forming a strategic partnership with a key Microsoft channel group, AvePoint’s share price has pulled back recently, dropping over 20% in the past month and sitting...

Description: A rough week for tech stocks might signal a loss of investor confidence in artificial intelligence.

Description: This category-leading semiconductor and infrastructure software specialist is experiencing robust growth due to artificial intelligence (AI). There could be much more to come.

Description: Iren is becoming another fast-growing neocloud.

Description: Microsoft recently announced a multi-year US$9.7 billion agreement with IREN Limited to access Nvidia GB300 GPUs through phased deployments at IREN's Texas data center campus, supported by a related US$5.8 billion procurement agreement for GPUs and equipment with Dell Technologies. This development highlights IREN's successful shift from cryptocurrency mining to AI cloud infrastructure, positioning the company as a significant partner for global technology leaders seeking advanced,...

Description: Amazon.com recently announced strong third-quarter 2025 results, highlighted by a surge in AWS revenue and the signing of a landmark multi-year, US$38 billion cloud services agreement with OpenAI to support advanced AI workloads. This collaboration marks OpenAI's first major cloud partnership outside of Microsoft, underscoring Amazon's strengthening position in artificial intelligence infrastructure and cloud computing. We'll explore how the new OpenAI partnership and AWS growth momentum...

Description: We recently published 10 Best AI Stocks to Buy According to American Politicians. Microsoft Corp (NASDAQ:MSFT) is one of the best AI stocks to buy. Congresswoman Marjorie Taylor Greene piled into Microsoft Corp (NASDAQ:MSFT) on Oct. 24 by acquiring a position worth between $1,001 – $15,000. US Representatives Ro Khanna and Gilbert Ray Cisneros, Jr. […]

Description: Key moments from the last seven days, plus a glimpse at the week ahead.

Description: BMO Private Wealth chief market strategist, Carol Schleif, joins Morning Brief with Yahoo Finance Senior Reporter Allie Canal to discuss whether markets (^DJI, ^GSPC, ^IXIC) are seeing an artificial intelligence (AI) bubble and to share her thoughts on Big Tech companies funding their AI projects with debt. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Description: We've seen Amazon without Jeff Bezos, Apple without Steve Jobs, and Microsoft without Bill Gates, but for the time being, we're not going to see Tesla without Musk.

Description: In this week's bitcoin mining news, Cipher secured a $5.5 billion, 15-year lease with Amazon Web Services, and IREN signed a $9.7 billion, five-year deal with Microsoft.

Description: IREN (NasdaqGS:IREN) just inked a $9.7 billion, multi-year cloud services deal with Microsoft, drawing fresh attention from investors. This agreement places IREN at the center of hyperscale AI cloud infrastructure and marks a significant step in its transformation strategy. See our latest analysis for IREN. Recent excitement around IREN has sent its share price up a remarkable 496.37% year-to-date, powered by its Microsoft mega-deal and accelerating AI cloud strategy. Momentum has clearly...

Description: Investing.com – U.S. equities were extremely volatile this week, as investor concerns regarding valuations led to declines, especially among technology stocks. However, there were some names that managed to make solid gains.

Description: Rapid7 recently reported its third quarter 2025 earnings, highlighting revenue of US$217.96 million and new AI-driven product capabilities, while also announcing Rafe Brown as the incoming Chief Financial Officer effective in December. Despite exceeding revenue expectations and unveiling innovations, including an expanded Microsoft partnership, analyst sentiment has turned more cautious due to softer future guidance and increased pressure from industry competition. With Rapid7's leadership...

Description: If you're wondering whether Microsoft's stock is a bargain, you're not alone. Now is the perfect time to dig into what really drives its value. Despite an impressive 18.5% gain over the past year and a strong 106.1% return over three years, Microsoft's shares recently dipped 4.1% across a turbulent week. This recent pullback comes as investors respond to headlines about regulatory scrutiny in technology, ongoing developments in artificial intelligence, and Microsoft's latest strategic...

Description: The Nasdaq Composite fell for a second straight session on Friday to log its worst week since the en

Description: KeyBanc Capital Markets managing director and equity research analyst Jackson Ader joins Market Domination Overtime to take a closer look at software stocks, highlighting his investment thesis behind three names for which his firm has Overweight ratings. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: The massive spending on AI infrastructure isn't showing any sign of slowing down.

Description: Trouncing six of the Magnificent Seven members this year, top funds bet on IBM stock as it even eclipses Nvidia.

Description: Palantir’s latest quarter was impressive, no doubt. But Barron’s found a few quarters in software history that outrank Palantir’s results.

Description: Maybe it was an excuse to take profits. Maybe investors realized that Palantir stock was too expensive at 248 times 12-month forward earnings. It’s time for everything else to shine for a while.

Description: Investors mostly accepted the enormous AI-related capital spending from Big Tech, whose earnings are up 29%, mostly through spending with one another. The rest of the S&P 500 is up 5%.

Description: Microsoft to Deliver 60,000 Nvidia Chips to UAE Amid Tight U.S. Export Controls

Description: US benchmark equity indexes were lower intraday amid continued weakness in technology shares, while

Description: Hefty valuations for AI-related stocks are raising some eyebrows on Wall Street. DA Davidson's head of technology research, Gil Luria, divides investors' AI plays into two categories: companies that are "responsibly" building AI compute based on "real demand" and others that are using "very expensive debt" and "related party transactions" to finance speculative AI infrastructure. Luria places Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG, GOOGL), and other Big Tech companies in the first category, while Oracle (ORCL), Oklo (OKLO), Broadcom (AVGO), and more are part of the "speculative" group. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: CEO Jensen Huang shuts down China chip rumors as Wall Street weighs the limits of the AI supercycle.

Description: The Wall Street Journal reported that $300 billion of the increase was a single contract with artificial-intelligence start-up OpenAI, a company that has quickly rising revenue, but also significant losses. Early Friday, Oracle stock was down 4.5% to $232.74, leaving shares down 3.6% since the earnings call.

Description: The Wall Street bank maintained an Underweight rating, citing dilution from convertible bonds and equity issuance, despite stronger growth prospects in IREN’s cloud business.

Description: Yahoo Finance anchor Julie Hyman tracks Friday's top moving stocks and biggest market stories in this Market Minute. Sweetgreen (SG) stock is plunging after the company cut its full-year outlook. Trump Media (DJT) reported a bigger third quarter loss than last year in the same period. Microsoft (MSFT) stock is on track to reach its longest sell-off since 2011. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Description: AUSTIN, Texas, November 07, 2025--The "AWS re:Invent:" section of the release dated November 6, 2025 should read: AWS re:Invent: You can find SolarWinds at booth 1380, where three demo stations and refreshments will be available, along with the opportunity to enter for a chance to win exclusive SolarWinds gear and Build and Connect sets.

Description: The boom-bust cycle that's caused a pullback in cryptocurrencies and precious metals recently is coming for AI stocks, according to BCA Research analysts, and they have an idea how you can play it.

Description: Shares fell as much as 0.8% on Friday, and if they end the trading session lower it would be the longest period of declines for the software company since a nine-day drop that ended in November 2011. The stock has declined 8.6% over the eight-day stretch, erasing nearly $350 billion in market valuation. The stock hasn’t had a positive session since it reported its quarterly results in late October.

Description: Magnificent Seven stocks, including Nvidia and Tesla, are among the best to watch in today's stock market.

Description: CSI Solar and TBEA lead a market surge as soaring AI electricity demand fuels a multi?year power cycle.

Description: Sam Altman and Satya Nadella, both gamechangers in the world of AI, came together for a podcast with investor Brad Gerstner, and the discussion did not focus on hype; instead, the focus of this fireside chat centered on a unique topic: distribution. When OpenAI and Microsoft announced their ...

Description: Stock futures inched up following a day of rough losses with Musk's $1T pay package and layoffs in focus.

Description: US equities fell Thursday as Wall Street fretted over a report showing a surge in job cuts, while te

Description: Morgan Stanley’s analyst sees Microsoft’s dip as a golden window for the bold. Could this pullback be the setup for another rally?

Description: Magnificent Seven stocks, including Nvidia and Tesla, are among the best to watch in today's stock market.

Description: Tech stocks fell late Thursday afternoon, with the Technology Select Sector SPDR Fund (XLK) dropping

Description: Bitcoin (BTC) mining and AI cloud firm IREN Limited (NASDAQ: IREN) turned heads in early October after revealing a $9.7 billion partnership with Microsoft (NASDAQ: MSFT), highlighting its deepening shift toward artificial intelligence. Under the five-year agreement, IREN will supply Microsoft with ...

Description: With the holiday season approaching, cyberattacks targeting organizations of every size and category are surging, warns Carl Mazzanti, President and Co-Founder of eMazzanti Technologies, the leading Managed Services Provider, Microsoft expert and Watchguard Platinum partner.

Description: Vice Chair and President Brad Smith sold 38,500 shares as AI spending concerns weighed on Microsoft stock.

Description: Commerce.com Inc (CMRC) reports solid revenue and operating income, bolstered by strategic alliances, while addressing growth hurdles and market uncertainties.

Description: Rapid7 Inc (RPD) reports strong financial performance and strategic partnerships, despite challenges in ARR targets and customer spending.

Description: Europe’s premier EUC and endpoint security event brings together Microsoft, Omnissa, HP, Lenovo, Zscaler, Palo Alto Networks, and more to accelerate the future of Zero Trust, continuity, and resilient EUCFRANKFURT, Germany, Nov. 06, 2025 (GLOBE NEWSWIRE) -- IGEL, a global leader in secure endpoint delivery, adaptive secure desktop solutions, and the IGEL Secure Endpoint OS Platform for now and next, today concluded its second flagship event of the year—Now & Next 2025—in Frankfurt, Germany. The

Description: Employers slashed more than 150,000 jobs in October, the largest wave of layoffs in more than 20 years, Challenger, Gray & Christmas said.

Description: Over $420bn (£320bn) was wiped off the value of the biggest seven US tech giants on Thursday afternoon as a fresh sell-off took hold.

Description: OTTAWA, Ontario, Nov. 06, 2025 (GLOBE NEWSWIRE) -- REALTOR.ca Canada Inc. is pleased to announce the appointment of Scott Neil as its new Chief Executive Officer, effective January 5, 2026. Neil is a seasoned executive with more than 20 years of experience leading digital marketplaces and media platforms across North America and Europe. Most recently, Neil served as CEO of Kijiji Canada, where he led a comprehensive restructuring of the business, modernized its operating model, and positioned th

Description: Roundhill saw inflows of more than $5.5 billion this year. Its actively-managed AI ETF is up 56% this year.

Description: With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.

Description: Rittal LLC and Eplan LLC will jointly debut three new manufacturing automation products and a partnership with Microsoft and Rockwell Automation at Automation Fair 2025 (Nov. 18–20) at McCormick Place (Booth #1519). These advances take advantage of the 9.3% CAGR demand for manufacturing automation systems, which is expected to grow to over $300 billion by 2030. The new products are:

Description: Boeing [NYSE: BA] announced the launch of its latest product, Virtual Airplane Procedures Trainer (VAPT) at the European Aviation Training Summit. A training platform powered by Microsoft Azure and Microsoft Flight Simulator, the tool is designed to empower pilots and flight training teams with immersive, accessible and customizable tools that elevate pilot learning and readiness.

Description: ChatGPT's momentum keeps building as enterprise adoption skyrockets

Description: New region enhances performance, data residency, and scalability for enterprise IT teams in India and beyondBOSTON, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Lakeside Software, makers of the leading digital employee experience (DEX) platform running natively on Microsoft Azure, today announced the availability of a new SysTrack Cloud region in India, further expanding its global infrastructure and reinforcing its commitment to helping organizations deliver exceptional digital experiences around the worl

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer mentioned the company during the episode and commented: “Meanwhile, Microsoft shelled out nearly $35 billion capital expenditure last quarter alone, last quarter, not year, much higher than the $30 billion plus number they guided for in July. […]

Description: Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer recently commented on. When a caller mentioned that they have been looking at the stock, Cramer said: “Okay, Nebius is a huge, look, it’s Nebius, IREN, and CoreWeave. Those are the three. They’re going to keep getting contracts. If you’re in on the day […]

Description: Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently commented on. Cramer discussed the company in detail during the episode. He said: “So let’s consider the case of Amazon. A week ago, despite tremendous derision, I defended owning Amazon on this show, a stock that had fallen behind the other six names in […]

Description: Microsoft (MSFT) CEO Satya Nadella didn’t mince words in his appearance on the Bg2 Pod with investor Brad Gerstner and OpenAI’s Sam Altman. The tech leader made a startling admission that the biggest problem facing AI expansion right now isn’t chips — it’s power. In what was a rare moment of ...

Description: Microsoft (MSFT) shares have seen mild movement following a routine trading session, with the stock dipping around 1%. Investors may be weighing recent performance as they look for catalysts to guide the next move higher or lower. See our latest analysis for Microsoft. Microsoft’s share price has cooled a bit recently, with a 1.43% dip in the latest session adding to a 4% decline over the past month, but longer-term momentum is still very much alive. Its total shareholder return is up over...

Description: Energy Fuels sits at the center of two powerful mega trends: the accelerating demand for clean, reliable nuclear power to fuel AI data centers, and the geopolitical push to secure rare earth elements.

Description: Only NVIDIA remains of the beloved Magnificent 7 group to report, with its results expected later in the month. So far, tech has maintained its growth-driver status throughout the Q3 cycle.

Description: Qualcomm reported revenue of $11.27 billion in its latest quarter, surpassing the $10.77 billion consensus estimate.

Description: 2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future.

Description: Wall Street appears to be feeling better about Caterpillar stock after the heavy machinery maker’s event for analysts and investors. The event, held in in Arlington, Texas, on Tuesday, included a tour of Caterpillar’s Solar Turbines facility, which manufactures industrial, natural-gas-powered turbines for power generation applications. Along with product demonstration, Caterpillar management provided 2030 financial targets.

Description: The chip designer is generating higher royalty rates and is making progress in the cloud-server processor market.

Description: For the last three years, the artificial intelligence trade has taken all the oxygen out of the room, especially as the typical PC upgrade cycle that tech investors always count on never arrived. The first clear signal came late last month when Intel reported solid earnings. Chief Financial Officer David Zinsner told me then that demand for PCs had been better than the company expected as corporations refresh their installed base of computers to move to the current version of Microsoft Windows just as data centers are upgrading servers at a faster pace.

Description: Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant's stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue.

Description: AI companies need to start bringing in major revenue to keep up with spending.

Description: Nvidia’s next growth phase is being fueled by soaring Blackwell GPU demand and record AI infrastructure spending from hyperscalers.

Description: As Nvidia dominates the AI race, cracks emerge--from China bans to rising chip rivals gunning for market share.

Description: The $19.4B partner of Microsoft unveils Token Factory--aimed squarely at inference dominance and open-source AI flexibility.

Description: Multi-year collaboration leverages Microsoft Azure OpenAI to transform customer engagement and business operations with Cooper Parry Napster + Cooper Parry Agentic AI Coaching Where culture meets AI innovation: Cooper Parry and Napster partner with Microsoft Azure to pioneer agentic AI for enterprise coaching. Powered by Microsoft Azure, Napster’s agentic AI helps Cooper Parry transform leadership coaching — scaling culture, creativity, and performance. BOCA RATON, Fla., Nov. 05, 2025 (GLOBE NEW

Description: Cloud infrastructure services are swiftly becoming a hot commodity in the world of artificial intelligence (AI) infrastructure.

Description: This AI fund owns data centers and digital infrastructure, not software companies.

Description: People Inc. signs an AI licensing deal with Microsoft, which will use its media content in Copilot.

Description: The S&P 500 and Nasdaq had their biggest one-day drops in weeks after Big Tech companies laid out 2026 AI spending plans.

Description: The Nasdaq Composite declined 2% on Tuesday as concerns around stretched tech valuations weighed on

Description: Self defense company AXON (NASDAQ:AXON) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 30.6% year on year to $710.6 million. Guidance for next quarter’s revenue was better than expected at $752.5 million at the midpoint, 1.3% above analysts’ estimates. Its non-GAAP profit of $1.17 per share was 24.1% below analysts’ consensus estimates.

Description: Aerospace and defense company Kratos (NASDAQ:KTOS) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 26% year on year to $347.6 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $325 million was less impressive, coming in 2.5% below expectations. Its non-GAAP profit of $0.14 per share was 17.5% above analysts’ consensus estimates.

Description: Palantir Technologies (PLTR) and Nvidia (NVDA) shares were falling Tuesday as a filing showed that i

Description: Artificial intelligence dominated conversations in the investing world in 2023 and 2024. Hyperscalers are investing enormous sums to build data centers for AI applications. “We expect to double our overall [data-center] capacity by the end of 2027,” said Amazon.com CEO Andy Jassy on a conference call Thursday.

Description: OpenAI signed a $38 billion cloud deal with Amazon Web Services.

Description: IonQ is a quantum computing stock that has almost tripled shareholder returns over the last 12 months. What's next for IONQ stock in November 2025?

Description: Microsoft has nearly $400 billion in committed future business for cloud services.

Description: AI factory IREN remains green on the day, despite the negative headwinds.

Description: We spotlight Utility ETFs that are beating the S&P 500.

Description: Insightful Moves in the Third Quarter of 2025

Description: PLTR posts record Q3 results with surging AI-driven revenue, expanding margins, and upbeat 2025 guidance, but valuation raises caution.

Description: IREN Limited (NASDAQ: IREN), a Bitcoin (BTC) mining and AI cloud company, signed a $9.7 billion GPU cloud services contract with Microsoft (Nasdaq: MSFT) on Oct. 3. IREN co-founder and co-CEO said, “We’re proud to announce this milestone partnership with Microsoft, highlighting ...

Description: Tuesday’s slump highlights how much a handful of megacap tech companies have helped swing markets. The S&P 500 is up 1.7% over the past 10 days, while the Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has gained 5.

Description: Anyscale today announced a partnership with Microsoft and the private preview of a new AI-native compute service, co-developed with Microsoft and delivered as a fully managed, first-party offering on Microsoft Azure. Powered by Ray, the open source distributed compute framework for AI, this new Azure service provides enterprises with a streamlined, high-performance experience for building, running, and scaling advanced AI workloads.

Description: IREN this week signed a $9.7 billion cloud services agreement with Microsoft.

Description: Oracle Stock Could Skyrocket on Surging Cloud Backlog and AI Partnerships

Description: ABB India, in partnership with Microsoft and SynerLeap, announced Cloudworx as the winner of the ABB Startup Challenge India 2025, contributing to reshaping how Indian industries adopt ABB's drives and accelerating energy efficiency. ABB experts will directly work with Cloudworx, which offers AI-powered 3D visualization, to develop a market-ready solution with the opportunity to launch it globally for ABB's customers and partners.

Description: These robust businesses can stand the test of time in your portfolio.

Description: Bitcoin miners pivot to AI, with IREN's $9.7B Microsoft deal driving 580% stock surge as US blocks China chip access.

Description: Infleqtion's 12-month sales through the first half of 2025 were higher than those of D-Wave Quantum, Rigetti Computing, and Quantum Computing Inc.

Description: Sixteen of the 24 donors have received federal contracts with the cumulative sum totaling $279 billion over the past five years, according to the study by Public Citizen. The majority of those awards have gone to defense contractor Lockheed Martin Corp., which has been awarded $191 billion in federal contracts during that period, according to the group founded by liberal activist Ralph Nader.

Description: In a recent podcast, Tesla (NASDAQ:TSLA) CEO Elon Musk criticized Bill Gates‘ scientific knowledge, despite Gates’ Microsoft (NASDAQ:MSFT) being a tech giant. Bill Gates’ Tesla Gigafactory Visit Musk made these comments on the All-In Podcast hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg on Saturday, where he recounted a meeting with Gates at Tesla’s Gigafactory in Austin, where Gates expressed skepticism about the feasibility of Tesla’s long-range electric semi-t

Description: On a recent episode of “The Ramsey Show,” a caller named Michael from Boston shared that he's about to lose his $160,000-a-year job in product management and a 20% annual bonus. His company is letting him go at the end of the year. Normally, this kind of news would send a household into panic mode, especially in today’s economy. A Wave Of Layoffs Is Hitting Corporate America Mass layoffs have been making headlines across the U.S. Amazon (NASDAQ:AMZN), United Parcel Service (NYSE:UPS) and Intel (

Description: By Federico Maccioni ABU DHABI (Reuters) -Microsoft plans to bring its total investment in the United Arab Emirates to $15 billion by the end of 2029 and has the Trump administration's approval to

Description: The CEOs of OpenAI and Microsoft are betting that AI will continue to consume more electricity, but they're not sure how much. That could leave some investors holding the bag.

Description: The Nasdaq Composite and the S&P 500 advanced in an overall mixed session on Monday, with Amazon.com

Description: ↗️ Kenvue (KVUE): Shares of the Tylenol maker jumped 12% on the news that Kimberly-Clark (KMB) would purchase the company. Shares in the Huggies maker skidded, falling nearly 15%. ↗️ Amazon.com (AMZN): OpenAI agreed to pay $38 billion for computing power in a multiyear deal that marks the first partnership between the startup and the cloud giant.

Description: US equity indexes traded mixed at Monday's close as Amazon.com's (AMZN) $38 billion deal with the Mi

Description: The artificial intelligence (AI) data center operator struck a blockbuster deal with Microsoft.

Description: Microsoft (MSFT) announced that it will invest $15 billion in the United Arab Emirates, securing an export license to ship advanced Nvidia (NVDA) chips to the country. Yahoo Finance Technology Editor Dan Howley joins Market Domination with Yahoo Finance Senior Reporter Allie Canal to discuss Microsoft's global artificial intelligence (AI) strategy. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: The publishing giant also has a partnership with ChatGPT owner OpenAI. Investors are worried about slumping revenue.

Description: The Dow Jones index fell but Amazon surged on deal with OpenAI. Kimberly-Clark plunged on the stock market today. Palantir popped.

Description: Amazon finally gets in on OpenAI action. Amazon's shares jumped 4% after the tech giant landed a $38 billion deal with OpenAI. The deal calls for Amazon's AWS cloud service to provide computing capacity to the ChatGPT parent for the next seven years.

Description: IREN touted a $9.7 billion AI cloud contract with Microsoft. Cipher Mining reached a long-term deal with Amazon Web Services. IREN and Cipher shares jumped.

Description: The S&P 500 and Nasdaq rose, fueled by investor optimism over companies’ continued spending spree on artificial intelligence. Amazon shares rose 4% to a record.

Description: This deal was announced just hours after Microsoft announced a $9.7 billion deal with Australian data center company IREN.

Description: Investing in an S&P 500 ETF is a great way to get exposure to the "Magnificent Seven" companies.

Description: Competition could cut into Nvidia's revenue in the next few years.

Description: Personal finance expert Dave Ramsey delivered a sharp critique during a 2022 episode of “The Ramsey Show,” where he slammed Congress for what he called repeated incompetence. While the comments weren’t recent, they feel especially timely as the government shutdown has dragged on for weeks. Federal Workers Go Unpaid And Food Aid Runs Out “We all kind of know what to do,” Ramsey said. “We even know what Congress should do, and we keep electing the same morons and sending them up there. Maybe we ou

Description: Markets enter November following a strong finish to October, with U.S. stocks closing higher on Friday as the S&P 500, Nasdaq, and Dow all posted gains driven by impressive tech earnings and optimism around potential Federal Reserve rate cuts.

Description: OpenAI CEO Sam Altman recently said that the company is doing “well more” than $13 billion in annual revenue — and he sounded a little testy when pressed on how it will pay for its massive spending commitments.

Description: Elon Musk and Sam Altman are once again in a public spat, this time over a car. The latest clash centers on the OpenAI CEO's canceled reservation for the long-delayed Tesla Inc. (NASDAQ:TSLA) Roadster, reigniting tensions between two of Silicon Valley's most prominent figures. Altman shared a series of screenshots earlier this week showing his attempt to cancel his Roadster order and request a refund. He posted, "A tale in three acts," alongside an email confirming a $45,000 payment from 2018, f

Description: If you've ever invested in cryptocurrency, chances are you've gotten burned at some point. The volatility can wipe out a large chunk of your portfolio...

Description: Commercially viable quantum computers are in the future, and these three companies are leading the way.

Description: Soaring AI Costs and Fed Uncertainty Shake Markets

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks on the Market’s Radar. On October 31, Truist Securities analyst Terry Tillman reiterated a Buy rating on the stock with a $675.00 price target following the company’s first-quarter fiscal 2026 results. The firm calls Microsoft one of the best “pick and shovel” plays with financial flexibility. Truist is […]

Description: Earnings season kicked into high gear last week when five of the Magnificent Seven members with a combined market value of over $15 trillion reported results.

Description: Microsoft Azure continues to look unstoppable.

Description: The Gates Foundation's portfolio shows the influence that Warren Buffett has had on the investing style of Microsoft's founder.

Description: Meta Platforms is growing its revenue faster than almost every other "Magnificent Seven" company, yet its stock is the cheapest of them all.

Description: An overall mixed week in terms of the major indices’ performances and the stock market’s reaction to earnings from big tech companies. The S&P 500 was up 0.71% this week, buoyed by Amazon and Robinhood’s gains on Friday.The tech-heavy Nasdaq Composite, up 2.2% over the week, was led strongly by ...

Description: Big Tech is driving big swings in the stock market. Investors this past week finally got a look at earnings from some megacap technology companies—and their artificial-intelligence spending spree—and found a mixed bag.

Description: "I would love to tell them they could just short the stock, and I would love to see them get burned on that."

Description: We recently published 10 Stocks on Jim Cramer’s Radar. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Microsoft Corporation (NASDAQ:MSFT) latest earnings report saw its shares drop by 4% even though the firm’s $77.67 billion in revenue and $3.72 in earnings per share beat analyst estimates, and its cloud computing revenue […]

Description: "I think the big companies are betting on it causing massive job replacement by AI, because that's where the big money is going to be."

Description: The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Description: Nebius reports third-quarter earnings on Nov. 11.

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: Key moments from the last seven days, plus a glimpse at the week ahead.

Description: Results from US technology giants showed that the world’s biggest corporations are still pouring billions into AI infrastructure, cheering investors and bolstering the case for betting on the technology. Worries over massive outlays at Facebook-parent Meta Platforms Inc. sent the company’s shares on their biggest daily drop in three years. Microsoft Corp. fell more than 4% in two days after revenue growth in its cloud-computing business failed to impress investors.

Description: Data center demand was a bright spot for the industrial sector's third quarter earnings as power and manufacturing demand from Big Tech have rapidly grown.

Description: Nebius Group’s stock narrative has shifted following a recent update to its analyst price target. The fair value estimate remains steady at $156.4, reflecting ongoing confidence in the company’s intrinsic worth. A slight dip in the discount rate from 8.05% to 8.03% suggests analysts see marginally lower risk or cost of capital in light of new developments. Stay tuned to find out how investors can follow these evolving targets and keep pace with ongoing changes in the market narrative. Analyst...

Description: You might end up getting burned if you buy these red-hot stocks.

Description: Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms and Tesla now boast a combined market value north of $22 trillion.

Description: The same dollars are simply bouncing between balance sheets, rather than creating new economic activity. Equity markets are soaring, paying little mind to this web of financing. There is plenty of excitement, but that is different from irrational exuberance.

Description: In recent days, Wix.com Ltd. announced a strategic collaboration with PayPal Inc. to bring AI-powered product discovery and commerce to Wix merchants, while PayPal also revealed partnerships enabling entry into major AI channels and integrations with leading e-commerce platforms like BigCommerce and Feedonomics. These initiatives provide merchants with new opportunities to reach buyers through AI-driven shopping experiences and streamline catalog and payment integration with features such as...

Description: In this week's bitcoin mining news, miners are ditching hashrate for GPUs, while China and Russia flip the script and go deeper into bitcoin mining.

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in the Spotlight This Week. On October 30, Morgan Stanley reiterated the stock as “Overweight” and raised its price target on the stock to $650 per share from $625 following earnings. “Microsoft exceeded consensus across all three business segments, yielding a ~3% total revenue beat, as the […]

Description: Healthcare technology startup LIFE AI, founded by former Google engineering leader Tuan Cao, on Monday announced that it earned admission to the inaugural FastTrack AI Accelerator. The selection matters because only six companies were chosen from more ...

Description: The Week in Stocks: A fashion retailer looks good, Cameco on a tear and analyst price hikes on TSX majors

Description: The company is testing the math behind the artificial-intelligence buildout: How long can you increase capital expenditures out of cash flow—and what do you do when you hit the wall?

Description: Find insight on artificial intelligence in the entertainment industry and more in the latest Market Talks covering Technology, Media and Telecom.

Description: Alphabet said profit included “net gains on equity securities of $10.7 billion,” in part from a private company. Meanwhile, Amazon’s third-quarter profit climbed 38%, helped by a $9.5 billion pretax gain from its investment in Anthropic. The higher value was reflected in Amazon’s nonoperating income for the period, the company said in its Thursday earnings report.

Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Description: TORONTO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (“Purpose”) today announced changes to the risk ratings for certain funds that it manages. Risk Rating Changes Purpose has changed the risk ratings for the following funds, effective October 31, 2025: FundTicker SymbolPrevious Risk RatingNew Risk RatingAlphabet (GOOGL) Yield Shares Purpose ETFYGOGMediumHighAmazon (AMZN) Yield Shares Purpose ETFYAMZMediumHighAMD (AMD) Yield Shares Purpose ETFYAMDMedium-to-highHighApple (AAPL) Yie

Description: Microsoft, Google, Amazon, Meta and Apple will continue to ride, and drive, the AI megatrend. Here's what their latest earnings reports tell us to expect.

Description: The Standard & Poor's 500 index rose more than 0.7% this week, led by the information technology and

Description: The nuclear stock jumped this week. Here's why.

Description: The disruption stemmed from a global outage affecting Microsoft's Azure platform, which has impacted Alaska Air's key systems, including its websites. The outage had forced the airline to cancel more than 400 flights, which halted travel for more than 49,000 passengers. Alaska Air will update its forecast for the fourth quarter in early December, "once the full financial impact of the recent IT disruptions is understood," it said in a regulatory filing.

Description: I have long thought ETF investors should have more access to concentrated, leveraged ETFs like TTXU and TTXD.

Description: Apple’s iPhone 17 lineup is turning out to be a decent seller. Investors are weighing both factors in the wake of Apple’s fiscal fourth quarter report late Thursday. Apple used the report to project better-than-expected iPhone revenue for its first quarter that ends in December.

Description: The Facebook parent is becoming more asset-heavy, which will reshape the company’s financials for years to come.

Description: Market Domination host Josh Lipton and Yahoo Finance senior reporter Brooke DiPalma track several of the day's top trending stock tickers, including Walmart (WMT) as a federal judge orders the Trump administration to fund SNAP benefits (Supplemental Nutrition Assistance Program) amid the US government shutdown, a Bernstein analyst note looking into the value of OpenAI (OPAI.PVT) through its partnership with Microsoft (MSFT), and Robinhood Markets (HOOD) stock gains ahead of its earnings next week. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Analysts remain bullish on Microsoft stock despite short-term volatility, citing accelerating AI-driven Azure growth and strong Q1 fiscal 2026 results.

Description: Earnings across Microsoft, Amazon, Google, Meta, and Apple showed the same thing: proof and power now matter more than promises

Description: Microsoft’s $135B OpenAI stake deepens its AI moat, giving investors cloud scale, IP control and a fresh reason to buy the dip.

Description: The agreement highlights the strategic nature of technology alliances in the AI ecosystem.

Description: Silicon Valley’s biggest companies are already planning to pour $400 billion into artificial intelligence efforts this year. Meta Platforms says it is still running up against capacity constraints as it tries to train new AI models and power its existing products at the same time. Microsoft says it is seeing so much customer demand for its data-center-driven services that it plans to double its data-center footprint in the next two years.

Description: US stocks have seen volatile moves in the last handful of trading sessions, as strong earnings and massive AI spending pull investors in different directions.

Description: The e-commerce giant said Amazon Web Services is growing at its fastest rate since 2022, driven by AI. Shares surged in after-hours trading.

Description: Oilfield service companies like Schlumberger and Halliburton are leveraging their expertise to enter the data center market, focusing on digital solutions and distributed power to meet the demands of the AI boom.

Description: <body><p>STORY: Wall Street closed lower on Thursday, with the Dow dropping nearly a quarter of a percent, the S&P 500 losing about 1% and the tech-heavy Nasdaq tumbling more than 1.5%.</p><p>Facebook parent Meta Platforms weighed heavily on the S&P and Nasdaq, with shares plunging more than 11%.</p><p>The social media company a day earlier forecast "notably larger" capital expenses next year due to investments in AI, with reports surfacing that it would raise cash through a bond sale.</p><p>Dean Smith is chief strategist and portfolio manager at FolioBeyond. </p><p>"You've got some really strong earnings from some of the tech companies, but you've also had some disappointments. One in particular is that Meta is facing some pushback from investors over its planned $30 billion bond offering. That is a very large number. [FLASH] They're trying to raise money to build out their data centers and technology infrastructure. Some other companies in the Magnificent Seven, so-called, it's kind of a mixed bag, but I think we're seeing the first glimmers of people starting to question whether this capital expenditure is going to pay off in the end. It's definitely a question that's been weighing on investors minds for quite some time.”</p><p>Microsoft shares ended down nearly 3% after the tech giant also warned that spending would rise this year.</p><p>Meanwhile, shares of Apple climbed more than 4% in extended trading, after CEO Tim Cook gave a forecast for holiday quarter iPhone sales and overall revenue that beat Wall Street expectations.</p><p>Shares of Netflix, which have gained more than 360% over the past three years, were up 3% in extended trading, after the streaming giant announced a ten-for-one forward stock split, making the company's shares more affordable for retail investors.</p><p>And shares of AI chip leader Nvidia fell 2% after it had given the market an extra boost the day before, when it became the first publicly listed company to surpass $5 trillion in market capitalization.</p></body>

Description: Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.

Description: Meta shares fell by more than 11% today, and Microsoft by more than 2%, after earnings reports showed the two have much to prove about their AI futures. Plus: Amazon shares jump after the bell on higher earnings, and Chipotle falls with economic strains keeping customers away.

Description: FEATURE The Goldilocks Problem. The stock market cruised through much of the fall riding hopes for artificial intelligence spending, a trade pact with China, and a more accommodative Federal Reserve. Today, Wall Street got a bit of a reality check.

Description: Like Google and Microsoft, it is spending aggressively on artificial intelligence and raised estimates for capital expenditures next year. BlackRock’s private-credit investing arm HPS Investment Partners and other lenders are trying to recover hundreds of millions of dollars after falling victim to what they called a “breathtaking” fraud, the Wall Street Journal reported. The lenders have accused Bankim Brahmbhatt, the owner of little-known telecom-services companies Broadband Telecom and Bridgevoice, of fabricating accounts receivable that were supposed to be used as loan collateral.

Description: Amazon's share price skyrocketed by more than ten percent on Thursday after the online retail behemoth reported better than expected earnings, powered by surging demand for its cloud computing services.Amazon's major rivals in the cloud computing space, Microsoft and Google, on Wednesday also reported sales increases in their cloud computing business, with all companies pointing to adoption of AI services as the main driver.

Description: On Wednesday, Nvidia Corp. (NASDAQ:NVDA) became the world's first company to reach a $5 trillion market capitalization, overtaking both Apple Inc. (NASDAQ:AAPL) and Microsoft Corp. (NASDAQ:MSFT), as CEO Jensen Huang revealed unprecedented demand for ...

Description: Apple narrowly surpassed Wall Street’s estimates for the fourth quarter on Thursday, driven by an expanding services business

Description: The Nasdaq Composite fell Thursday after notching four successive closing highs, as a selloff in tec

Description: Microsoft’s latest quarter shows that the currency of the cloud is capacity, as the company spent $35 billion to keep pace with power and demand

Description: Stock Market Today: The Dow Jones index rises while the Nasdaq drops with Meta stock plunging. Chipotle sinks.

Description: Amazon.com (AMZN) late Thursday reported third-quarter results above Wall Street's estimates amid st

Description: Tesla’s stock finished lower Thursday. California asset manager Calpers is opposing CEO Elon Musk’s $1 trillion pay package that Tesla shareholders are voting on, Bloomberg reported. Failing to pass the package would create uncertainty for Tesla shareholders and likely irritate Musk.

Description: AWS grew 20% to $33 billion, its fastest pace in over a year — still trailing Microsoft’s 40% and Google Cloud’s 34%, but closing the gap

Description: Shares of companies in the tech sector led the decline in the wake of quarterly earnings from Meta Platforms and Microsoft. Meta Platforms missed analysts’ third-quarter earnings expectations and the stock declined 11%. Meta said the earnings miss included a one-time tax charge of $15.93 billion from the implementation of the Trump administration’s One Big Beautiful Bill Act.

Description: iPhone and iPad maker Apple (NASDAQ:AAPL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $102.5 billion. Its GAAP profit of $1.85 per share was 4.5% above analysts’ consensus estimates.

Description: Microsoft, Meta and Google were big earnings movers late after Fed chief Powell's hawkish comments. The Trump-Xi meeting is underway.

Description: Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. Their investment in the secretive U.S. startup founded in 2022 ...

Description: Google, Meta and Microsoft spent almost $80bn over the last quarter on artificial intelligence infrastructure, but investors had markedly different...

Description: NVIDIA (Nasdaq: NVDA) shares closed the day up 2.99% on Wednesday. That’s especially notable because NVIDIA saw 4.98% gains the day before. I would say these levels of gains are unprecedented for a $5 trillion company, but the idea of a $5 trillion company itself is unprecedented. NVIDIA surged today despite terrible market breadth. Consumer Staples were down ... NVIDIA (NVDA) Shares Surge 3% Today: Why One Picture Drove $400 Billion In Stock Gains

Description: Tech giant reports earnings of $3.72 per share day after deal with OpenAI pushed value of company to more than $4tn

Description: Apple is set to report its fiscal Q4 earnings after the close on Wednesday.

Description: Microsoft revealed that its spending on AI infrastructure hit almost $35bn (£26.5bn) in the three months to the end of September, a sharp rise compared with the year before. Alphabet has also set out aggressive spending ambitions, but placated investors thanks to an impressive set of results that surpassed analysts' expectations.

Description: Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.

Description: Wall Street digested a wave of Big Tech earnings alongside the Federal Reserve’s latest interest rate move, while waiting for President Trump's long-awaited summit with Chinese leader Xi Jinping.