Microsoft surpassed a $4 trillion market valuation for the first time after a strong earnings report, driven by AI and cloud ...

Investor euphoria over artificial intelligence is cooling as market concentration and disappointing corporate returns raise bubble concerns — punishing AI-dependent stocks and prompting a shift toward ...

These companies have the hot Q2 earnings results that could give their share prices momentum over the second half of this year.

Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...

Like the dotcom boom of the late 1990s, AI is not paying off – despite huge investments being made in the hope of creating AI ...

Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at risk as partner OpenAI turns to rivals Google, Oracle and CoreWeave for cloud ...

Microsoft MSFT is witnessing strong adoption for its Azure platform, which is powering the company’s cloud business. In the ...

It’s unlikely that Microsoft, Meta and other companies investing in AI will maintain this level of spending indefinitely. At some point, they will slow down the spending and seek to make money. The ...

A Pivotal Moment for Nvidia As the summer earnings season winds down, Big Tech giants like Microsoft (NASDAQ:MSFT), Meta ...

American firms are crushing earnings expectations despite warnings from so-called experts of economic doom brought on by ...

It’s become almost cliché to say we’re in the middle of an AI Boom. But after the earnings mic-drop that Meta (META) and Microsoft (MSFT) have delivered, it might be time to upgrade that ...