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One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
ORCL vs. MSFT: Which Stock Is the Better Value Option?
The company published detailed behavioral limits, but its current models have not yet been trained on them.
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
CRWV's rising margins, stronger contract economics and higher-margin offerings point to continued operating leverage through 2026.
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 […]
CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.
Alphabet trades at a multiple that would make sense for a company with no growth story, yet its Cloud backlog just hit half a trillion dollars. Something in that math is badly mispriced, and the window may not stay open long.
Will AI wipe out humanity or bring about a utopia? Predictions are flying about it and stocks are caught in the middle.
Elon Musk and Jim Cramer landed on the same suspicion about AI doom warnings within hours of each other, but the reasons behind their shared skepticism put them on a collision course with very different conclusions for investors holding Nvidia and Microsoft.
Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.
Bitdeer AI has announced the securing of a 65.1MW AI Cloud data center facility, A202, at its Johor Bahru, Malaysia campus under a 10-year data center services agreement. This substantial addition is part of their strategy to expand AI cloud capacity up to 350MW by the first quarter of 2028, responding to strong market demand for liquid-cooled, rack-scale AI Cloud capacity. With this latest development, Bitdeer AI's total secured AI Cloud capacity now stands at approximately 206.5MW,...
The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.
By Jayasree Prabhu Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude oil prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay.
The global debate over AI safety is intensifying, as President Trump dismisses industry calls for a slowdown as a "conspiracy theory," and China brands fresh warnings about the tech "fearmongering." At the same time, Australia's cyber intelligence chief, Abigail Bradshaw, says the country needs an AI early warning system to guard against risks. Scientia Professor of AI at the University of New South Wales, Toby Walsh, joins "Bloomberg: The Asia Trade" to discuss the outlook for AI regulation in Australia.
VICI Properties Inc. previously announced that its Board of Directors approved a regular quarterly cash dividend of US$0.46 per share for the July 1 to September 30, 2026 period, equal to US$1.84 per share on an annualized basis and payable on October 8, 2026 to shareholders of record on September 17, 2026. The 2.2% dividend increase offers a fresh data point on VICI Properties’ capital return priorities and cash flow capacity at a time when income-focused investors are closely assessing...
The tech company will now report Azure's revenue in its quarterly results, not just its overall growth rate.
Microsoft (MSFT) closed at $505.41 in the latest trading session, marking a +1.97% move from the prior day.
Plus, the 10-year Treasury yield hits 5%, and WSJ’s personal tech columnist shares how to make the most of iOS 27.
AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]
The code of conduct was five months in the making and released into the slowdown debate
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