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Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation

Shareholders of the Invesco QQQ ETF (QQQ) aren't getting the tech exposure they think they are. This pure-play ETF is better.

Microsoft Corp. is reportedly preparing to announce another round of layoffs next week, with thousands of employees across sales, consulting and its Xbox gaming business expected to be affected. Microsoft Reportedly Preparing Smaller Layoffs Than Last Year Microsoft is planning...

Finding stocks you can comfortably buy and hold for two decades isn't easy.

Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a nervous SaaS tape. The recovery accelerated after May, when management delivered a quarter that changed the conversation from “consumption ... Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late. That said, certain pockets of tech have taken over growth leadership, and the market has found a way to continue to hover around ... Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run

Allianz's Ludovic Subran says markets may be too optimistic on AI's real-economy productivity impact.

The new unit will start with $2.5 billion to help companies choose and use AI tools.

CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

Rimini Street, Inc. (NASDAQ:RMNI) is one of the Best Rising Penny Stocks to Buy According to Wall Street Analysts. Recently, on June 18, Rimini Street, Inc. (NASDAQ:RMNI) announced its partnership with One New Zealand to manage and stabilize its Oracle software systems. One New Zealand is a major telecommunications company that serves more than 2 […]

Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

The Magnificent Seven have been dragging their feet, at least relative to the rest of the tech scene in the past year. And while the semiconductor basket is the new leadership group that could continue to do more of the heavy-lifting as more investors crowd into the “pick and shovels” plays that are profiting in ... The Mag Seven Could Become Magnificent Again in the Second Half, Says Pro

Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...

The data-analytics firm is on a tear, but its real value to your portfolio is more complicated than just chasing momentum.

Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

The tech giant's recent run feels like a can't-miss opportunity, but its real value to your portfolio is more subtle than you think.

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

National Grid (LSE:NG) is committing $1.75b for a major stake in Joulent LLC. The partnership focuses on delivering power solutions for large U.S. data centers and AI infrastructure. The plan includes a 2.67 GW power facility in Texas designed to support Microsoft's long-term energy needs. The deal expands National Grid's U.S. footprint and exposure to digital infrastructure demand. For investors watching National Grid, this move deepens the company's role in U.S. electricity infrastructure...

Water used at the power plants that supply electricity to data centers can be much greater than the water used in the data centers themselves.

An AI spending blitz is demolishing new Fed chair Kevin Warsh's argument for interest rate cuts with more price increases about to ripple through the economy

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer explained why the stock declined in the second quarter, as he commented: Speaking of Google, parent company Alphabet was able to do a giant fundraise not long ago. […]

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted why the stock “could be punished,” as he commented: Second worst performer, Amazon, off 12% from June. My Trust owns Microsoft; it owns this Amazon. This is […]

Microsoft Corporation (NASDAQ:MSFT) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the company stock’s decline during the second quarter, as he stated: We need to go over what the heck happened to these losing stocks in the month […]

The tech giant is investing $2.5 billion in a new business unit called Microsoft Frontier.

The new company will focus on integrating enterprise AI, offering tailored support and protecting client data and intellectual property.

Microsoft is investing $2.5 billion to embed 6,000 AI engineers inside enterprise customers, joining Amazon and OpenAI.

A reported new rival is coming for the cloud computing king's most profitable business.