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In early July 2026, software and IT services stocks sold off after IBM’s weak preliminary Q2 results, which highlighted softer client spending and a shift of budgets toward AI infrastructure, while Microsoft also announced several thousand job cuts primarily in its Xbox division. This combination of sector-wide caution about AI-related spending and Microsoft’s own restructuring has sharpened investor focus on whether massive AI investments can translate into improved profitability and cash...

Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.

The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very much alive.

Most investors still think Alibaba is an e-commerce company. But that story is quickly becoming outdated.

(Updates with Microsoft's comment in the fifth and sixth paragraphs.) Oaktree Capital Management-

IBM issued profit warning after weak second quarter, triggering selloff in software sector including Microsoft

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.

OpenAI is in an IPO pickle. A year ago, the idea of an OpenAI listing would have had Wall Street salivating, with relatively few reservations about its large financial losses or questions about its leadership. After surviving an attempted ouster two years prior, chief Sam Altman had carved OpenAI into his nascent industry’s undisputed king and hitched himself closely to the much wealthier Microsoft to bankroll growth.

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group. This group focuses on assisting clients with AI implementations. With this, Microsoft Corporation (NASDAQ:MSFT) is the latest tech giant that is committing significant resources […]

For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions, and one balance sheet tells a story investors did not expect.

Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.

By Jonathan Stempel July 14 (Reuters) - Warren Buffett has stopped donating money to the Gates Foundation, ending a two-decade philanthropic partnership following revelations about interactions

Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.

Microsoft's AI business is scaling at a pace that almost never happens at this size, yet the stock sits near its 52-week low. Here is what has to happen for shares to nearly double by 2027, and what breaks the whole thesis.

AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.

Portugal is keen to attract data centres that generate economic benefits and boost productivity and not ‌become a dumping ground for power-hungry projects with limited returns ‌for the country, Infrastructure Minister Miguel Pinto Luz said on Tuesday. • The country is ​emerging as a key European data-centre hub, with more than 2.6 gigawatts under development, led by the 1.2-GW Start Campus project in Sines, backed by Microsoft AI infrastructure investments, with the pipeline expected to grow substantially. • ‌As opposition to data ⁠centres grows in parts of the world, particularly in the United States, the minister said Portugal will only ⁠support such investments if they deliver measurable productivity gains and real benefits for the economy.

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.

Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.

Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.

Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.

Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms race at all.