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Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...
GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.
(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble
(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma
KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu
(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat
The newly created strategic relationship with Microsoft to deploy Expanded Beam Optical technology in AI data centers has lifted 3M's stock price. How should investors play this?
MEDIA & MARKETING Photo: George Downs/WSJ Struggling to keep up in the console market, Microsoft’s Xbox bet on a subscription service called Game Pass. The company spent more than $80 billion to acquire game studios—and bring major franchises like “Call of Duty” and “Fallout” onto the platform.
Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...
(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
(Bloomberg) -- Sign up for the Next Japan newsletter, for an inside view of the forces reshaping Japan, and what’s next for its businesses, markets and consumers.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After G
Despite rising debt levels, Oracle’s large backlog, lower valuation compared to peers, and a sector-wide increase amid lower inflation have boosted investor sentiment.
Citi and Mizuho just cut their Microsoft price targets before fiscal Q4 earnings, yet both firms kept their bullish ratings intact. The reason behind that split signal could reshape how investors think about the AI spending wave ahead of July 29.
3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.
(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik
(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
It turns out that Palantir (PLTR) CEO Alex Karp’s thunderous warning about the AI industry wasn’t a one-off rant. Over the past couple of years, the word "AI" has become like a broken record, heard at least once almost every day, often followed by a wave of anxiety. What has happened amid all the ...
Meta stock is back in rally mode, for now.
OpenAI is in an IPO pickle. A year ago, the idea of an OpenAI listing would have had Wall Street salivating, with relatively few reservations about its large financial losses or questions about its leadership. After surviving an attempted ouster two years prior, chief Sam Altman had carved OpenAI into his nascent industry’s undisputed king and hitched himself closely to the much wealthier Microsoft to bankroll growth.
IBM stock collapses 25% after the company preannounced its Q2 earnings results.
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