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Layoff Anger Adds Pressure To Big Tech Spending
CrowdStrike's (CRWD) Q1 FY27 financial disclosures reveal a structural disconnect between operational excellence and equity pricing mechanisms. The central takeaway is not the revenue beat or the pending July 2026 4-for-1 stock split. The fundamental insight is that CrowdStrike has reached a valuation plateau where record execution is increasingly challenged by the mathematical constraints of its own premium.
Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.
If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL) or Microsoft (NASDAQ:MSFT)? Both are minting cash off the AI buildout, but they offer very different risk and reward profiles. Here is the head-to-head across the three dimensions that matter most for income-and-stability investors. ... Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?
These stocks have been struggling this year, but in the long run, they possess a lot of upside.
Above the Arctic Circle, Nscale is turning a remote Norwegian valley into one of Europe’s largest AI data centers.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the automation software stocks, including Microsoft (NASDAQ:MSFT) and its peers.
NVIDIA recently used Computex and GTC Taipei to unveil RTX Spark, its first AI PC superchip co‑developed with Microsoft and MediaTek, alongside the Vera CPU and rack‑scale Vera Rubin platform for agentic AI factories now ramping into full production. These launches push NVIDIA beyond GPUs into end‑to‑end AI infrastructure for both data centers and Windows PCs, tightening ecosystem ties with hyperscalers, OEMs, chipmakers, and software providers across industries from healthcare to autonomous...
(Bloomberg) -- Netflix Inc. is using AI to help customers cut through the noise of content overload, said Elizabeth Stone, the streaming service’s chief product and technology officer.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpGlazer Family Members Study Manchester United Stake SaleTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is Unafford
BlackBerry and Nokia have reinvented themselves as AI plays, with shares up 156% and 219%, respectively, over the past year.
Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...
Alphabet is funding a larger AI buildout, leaving shareholders to weigh whether Gemini usage and Google Cloud demand can translate into stronger cash-flow returns.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
Wells Fargo Sees Lower Third Party Reliance Ahead
The S&P 500 and Nasdaq Composite fell for the first time in 10 sessions on Wednesday. The S&P 500 fell 0.7%, while the Nasdaq dropped 0.9%. The Dow fell 617 points, or 1.2%. The big three indexes also snapped a streak of five sessions in which they all finished the day with closing highs.
Adobe (ADBE) is eyeing two internal candidates and has also tapped a well-known search firm to find
The S&P 500 and Nasdaq could close lower for the first time in more than two weeks, and big tech stocks were a big reason why. The S&P was down 0.6%, while the Nasdaq was down 0.9%. The Dow was down 416 points, or 0.
Two shareholder proposals requested independent reports on whether Palantir’s software contributes to human rights abuses by government clients.
Phia’s Phoebe Gates with 37 East 18th Street (Getty, LinkedIn, Google Maps)Phoebe Gates’ fast-growing AI shopping startup has found a new home in the Flatiron District. Phia, the AI-powered price comparison platform founded by Microsoft co-founder Bill Gates’ youngest daughter and her Stanford classmate Sophia Kianni, signed a lease for the 8,900-square-foot penthouse at 37 East 18th Street, The Real Deal has learned. The length of the lease and asking rent at the newly redeveloped office buildi
Build conference highlights Microsoft's expanding AI ecosystem.
Investing.com -- Adobe Inc. has narrowed its CEO search to two internal candidates while also exploring external options through a hired search firm, according to a Bloomberg report Wednesday.