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NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.

Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...

Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 out in a 9-inning game.” If you accept that framing, the implication for chip stocks, hyperscalers, and even the ... Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

OpenAI and Anthropic are expected to launch IPOs, perhaps in 2026. Google stock could be pressured as its AI rivals build bigger war chests.

Zacks Investment Research senior stock strategist Andrew Rocco comments on the heightened spending seen across the AI trade — particularly in the memory chip landscape amid shortages — comparing to prior buildouts in American history.

Meta Platforms and Microsoft are growing rapidly, but trading at cheap valuations.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted why his Charitable Trust owns the stock, as he said: Now, here’s a tough one, Mr. Softee, Microsoft. It has a terrific cloud business, but it’s weighed down by enterprise […]

After stepping down as Microsoft CEO in 2000, Bill Gates launched a large foundation that has donated billions to various charitable organizations.

Prediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...

May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a

Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) jumped 5.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 6.9% in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.8% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

One of these stocks sports a dividend yield topping 5%.

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.1% in the afternoon session after the company announced a strategic cybersecurity partnership with NATO and received favorable analyst sentiment, including a price target increase.

Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 3.3% in the afternoon session after Snowflake's impressive Q1 results provided clearer evidence that the "SaaSpocalypse", a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete, had been overstated for platforms sitting at the centre of AI workflows.

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years. On May 22, 2026, Microsoft Corporation (NASDAQ:MSFT) agreed to pay $250M to settle investor litigation over its takeover of Activision Blizzard, Bloomberg’s Mike Leonard reported, citing court filings. The pact, filed in Delaware’s Chancery Court, […]

The enterprise AI search startup tripled its annual revenue even as tech giants entered the category.

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle Ea

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran's Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lil

Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected” to frame the AI buildout as capital misallocation. His number is blunt. Companies are spending ... Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Server supplier says component shortages beyond memory chips may raise costs as AI spending accelerates.