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The plan takes capacity to about 38 gigawatts by 2032

During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership with Chevron Corporation (NYSE:CVX). He said: How about Microsoft? Look, Mr. Softee is getting religion. They’ve realized that by giving us more disclosure on Azure, their cloud infrastructure business, we’ll […]

Tech stocks climbed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (X

Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.

At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.

Valuations, earnings expectations, market concentration, equity issuance, and foreign buying are all flashing warning signs for the AI-fueled stock rally.

Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

(Updates with Microsoft's response in the last paragraph.) Microsoft (MSFT) intends to more than

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.

2,107% in One Year SanDisk (NASDAQ:SNDK) is up 2,107% over the past year, a run so extreme that it caught Morningstar’s chief global markets editor Tom Lauricella’s attention. He says it has done something no memory-chip cycle was supposed to do: reclassify the two largest companies in the S&P 500 as discount trades. “Apple and […]

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Microsoft Corp. plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg's Anurag Rana joins to discuss.

OpenAI CEO Sam Altman is reportedly weighing whether the company should slow development of its most advanced artificial intelligence systems, potentially alongside rival labs, as Bridgewater co-CIO Greg Jensen warns little may be done about AI risk until it causes...

Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.

Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to find out.

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

Demand is so strong that Microsoft is planning to more than triple its computing capacity.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.

D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is "by far the most attractive AI cloud."

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.