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What Happens To Microsoft Stock If Its AI Spending Keeps Climbing?
Trefis8d agoneutral
What Happens To Microsoft Stock If Its AI Spending Keeps Climbing?

Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.

Investing.com8d agoneutral
Apple building M8 AI servers, talks with Nvidia, reports The Information

Nvidia (NASDAQ: NVDA), which dominates the AI server market and earns roughly a fifth of its data-centre revenue from networking gear, is the most direct equity expression of that development: any Apple deal to adopt NVLink Fusion would add a new, large-volume customer while simultaneously confirming Nvidia’s strategy of monetising interconnect technology even as rival chips challenge its GPU franchise.

The White House Thinks the Fed Is About to Hike Into a Slowdown
24/7 Wall St.8d agoneutral
The White House Thinks the Fed Is About to Hike Into a Slowdown

The White House's top economist built a statistical case that inflation is already dead, presented it as a hypothetical dissenter's argument, then handed it to no one. Whether the Fed agrees tomorrow determines what the next chapter looks like for equity investors sitting on double-digit gains.