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Quarterly sales become visible, but cloud profitability remains buried inside Microsoft's reorganized reporting structure.

Microsoft Gets Major Wall Street Vote as Stifel Lifts Target to $530

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.

Nvidia sees a fast-changing landscape for artificial intelligence, and it’s wisely using its resources to stay on top.

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

Nadella's run as Microsoft's CEO has been an incredible success.

International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

On August 18, Commvault (NASDAQ:CVLT) expanded its Cloud Rewind platform, tripling the number of Microsoft Azure resource types it can protect and recover after a cyberattack or outage. The move follows the company’s fiscal first quarter 2027 results, reported on July 28, when subscription revenue rose 16% year over year to $267 million. Together, the […]

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Microsoft stock may consolidate after a price run-up. An options strategy could return 41% in around six weeks.

Nvidia (NASDAQ:NVDA) is investing billions across an AI industry that ultimately buys its chips. Prominent economist Tyler Cowen says that could make the boom more durable, not prove it is a bubble.“You can think of Nvidia as a kind of...

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching SPY and QQQ pull ahead.

Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.

NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.

The headline looks dramatic, but context changes the signal

Abu Dhabi's AI firm G42 has held talks over potentially selling a majority stake to US companies, in

Cypress Creek Energy said Microsoft will receive electricity and environmental products from its Ostrea Solar project, which is now ready to begin operating commercially.

Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

Microsoft's CEO sold 86,525 shares in his first stock sale of 2026, but the transaction was arranged months in advance.

Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.

Chevron has raised its dividend 39 straight years, but the real test was never a bull market in crude. Find out what the 2020 stress test and two new revenue streams reveal about whether that streak survives the next oil crash.

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Falling AI prices are creating an unexpected infrastructure risk

The company is ending unlimited cloud gaming for Game Pass subscribers as usage and infrastructure costs rise.

The "Mad Money" host argues that months of underperformance have made most of the group too cheap to ignore