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Apple’s Sept. 9 Event Could Change Everything
24/7 Wall St.18d agoneutral
Apple’s Sept. 9 Event Could Change Everything

Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.

Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day
Insider Monkey18d agoneutral
Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking at 6,015 for Outlook and 2,044 for Microsoft 365. Microsoft said on its status page that “users may experience degraded functionality with various Exchange Online functionalities” while it reviewed service […]

Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?
Insider Monkey18d agoneutral
Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Forkast News19d agoneutral
The Agent Production Gap: When 171% ROI Isn’t Enough to Ship

AI agents that successfully reach production scale deliver a 171% global return on investment, a figure that climbs to 192% in the United States, according to IDC and Microsoft research. These returns highlight a clear path to efficiency and profitability. Yet, if the economics are so compelling, why are so many organizations struggling to move […]

3 Great Quality Stocks To Own In September 2026
Simply Wall St.19d agoneutral
3 Great Quality Stocks To Own In September 2026

With inflation data guiding expectations for future central bank moves, many investors are looking for companies that can hold their own if borrowing costs stay high for longer than hoped. Solid profitability, strong returns on shareholder equity and sensible use of debt can help cushion portfolio shocks. This article highlights three stocks from a quality focused screener that filters for robust balance sheets and resilient business performance. The three stocks below are only a sample from...

ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?
Insider Monkey20d agoneutral
ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?

ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling. The release did not disclose project pricing or committed revenue, although ChronoScale had already disclosed a two-year GPU services agreement with Microsoft tied to the planned deployment. […]

What Will Microsoft (MSFT) Reveal With Its New AI And Cloud Reporting?
Simply Wall St.20d agoneutral
What Will Microsoft (MSFT) Reveal With Its New AI And Cloud Reporting?

Microsoft (NasdaqGS:MSFT) announced plans to restructure its financial reporting and segment disclosures from fiscal 2027 to highlight AI and cloud activities. The company will consolidate operating segments and introduce new Azure specific disclosures to give investors clearer insight into its cloud performance. Management framed the overhaul as a way to better align financial reporting with Microsoft's growing focus on AI driven products and services. The new reporting format is expected...