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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The US tech giant Anthropic is withholding British companies’ access to its powerful AI model after warning it was too dangerous to release globally.
After topping $5.5 trillion, could $6 trillion be next?
Microsoft (NasdaqGS:MSFT) is planning to open its largest data center in India in mid 2026 following a record US$17.5b investment. The company has announced additional large scale data center and AI infrastructure plans across Canada, Brazil, and Ireland. New partnerships, including Digitate's Agentic AI certification on Azure, are expanding the range of AI solutions available to enterprise customers. For investors tracking Microsoft (NasdaqGS:MSFT), these moves sit at the heart of its...
Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.
The Bill & Melinda Gates Foundation has finalized its phased exit from Microsoft Corp. by selling its remaining stake in the tech giant. The Gates Foundation’s trust offloaded its final 7.7 million shares of Microsoft during the first quarter of...
The Korea rollout gives UiPath local cloud infrastructure for enterprises with data-residency needs, making customer adoption and Microsoft-led deployments the next markers for regional cloud revenue.
IBM stock has shed 25% in 2026, topping mega-cap decliners. Strong earnings haven't stopped the slide. Here's what investors need to know.
“By the end of this week, you and Sam will be the most hated men in America.”
UiPath, Inc. (NYSE:PATH) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 15, RBC Capital lowered its price target on UiPath, Inc. (NYSE:PATH) to $12 from $14. It reaffirmed a “Sector Perform” rating on the shares. The firm noted a cautious stance ahead of Q1 results, stating the company […]
Roughly $1.5 trillion has flowed into artificial intelligence deployment since the launch of ChatGPT in late 2022, according to Advisor Perspectives, a sum that matches the projected fiscal year 2027 U.S. defense budget. Amazon, Microsoft, and Google are projecting approximately $725 billion in ...
Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 3.8% in the afternoon session after reports revealed billionaire investor Bill Ackman's Pershing Square fund established a new stake in the company, alongside a series of analyst upgrades.
Income investors have spent the last two years quietly migrating away from traditional dividend stocks toward a newer category of fund that generates cash flow from options premiums rather than corporate payouts. The three NASDAQ-flavored options-income ETFs most yield hunters still overlook are the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), the Amplify CWP Growth & ... Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly
At $420, Microsoft (NASDAQ:MSFT) screens as compelling for research. The stock has slid 12.22% year to date even as the AI business surged past a $37 billion annualized run rate, up 123% year over year, creating an unusual gap between price action and fundamentals. Microsoft sits at the center of the enterprise AI buildout. Azure ... Microsoft at $420: Buy, Sell or Hold?
3G Capital dumped Microsoft stock and piled into semiconductor names. Here's what the move says about AI investing right now, and whether MSFT remains a buy.
The Vanguard Utilities ETF focuses on a stable sector of the economy that can make it a more suitable option for risk-averse investors.
AAPL nears a 52-week high on iPhone and Services strength, but AI feature delays, fierce rivals and a pricey valuation cloud the next move.
OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.
Microsoft is one of the more stable stocks to own in the tech sector, but whether it's suitable for retirees is debatable.
Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small caps somebody mentioned on a podcast, maybe a thematic fund bought because the ticker sounded clever. The Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is the cleanest case ... This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money
The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett
Saudi Arabia-backed artificial intelligence company Humain has picked Goldman Sachs to advise on a financing package to build data centres in the kingdom that could be worth at least 20 billion riyals, two sources with knowledge of the matter told Reuters, as the firm races to expand capacity amid a regional AI push. The move illustrates how Saudi Arabia, like Gulf neighbours Qatar and the United Arab Emirates, is accelerating its AI build-out to capitalise on surging global demand for computing power. The country is also banking on cheap energy to power data centres - a powerful lure for hyperscalers such as Google, Microsoft and Meta that are driving AI adoption.
Credo (NASDAQ:CRDO) slid from $210.97 on May 11 to below $160 in five trading days, and the only question that matters at this price is whether hyperscaler capex still justifies n 87x trailing earnings multiple. The argument for and against this stock is unusually balanced. Credo designs high-speed plumbing inside AI data centers. Active electrical ... Buy, Sell or Hold Credo Technology After the Selloff to $150?
For years, Nvidia (NASDAQ:NVDA) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics stepped in. First under the Biden administration, and later under President Trump, Washington tightened restrictions on exporting advanced AI chips to China. The goal was ... Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?
