News
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Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
Canva's users have made 4.5 billion presentations and 1.4 billion documents, the first hard numbers on its push into Microsoft and Google's turf.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
The new structure could reveal more about AI economics
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.
Washington just handed a 100-year lease on tens of billions of barrels of Venezuelan oil to a private company nobody has heard of, while Chevron quietly hit a 52-week high on a completely separate deal. The two stories are getting conflated in ways that could cost investors.
Microsoft will provide more visibility into its Azure cloud-computing business with its new reporting structure.
Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]
Amazon-backed (AMZN) Anthropic is supporting AI-safety language in a Massachusetts Senate bill that
Not all Dividend Aristocrats are created equal, and three companies spanning payroll processing, supplemental insurance, and integrated energy have quietly stacked 25-plus years of annual raises through completely different cash engines.
On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days earlier on August 21. The announcement landed three weeks after the company posted first-quarter fiscal 2027 results on August 4, showing sales climbing even as profit […]
For years, enterprise security has been a game of perimeter defense and identity management. But as companies move from simple chatbots to autonomous AI agents – software that can execute tasks, access data, and make decisions on behalf of a user – the old playbook is fraying. The recent $100M Series B funding for Austin-based […]
Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.
Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.
“I’ve never seen anything like it in any area in over 40 years.”
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.
AWS revenue has been disclosed since 2015, Google Cloud since 2020
Total Q1 revenue guidance remains $89.85 billion to $90.95 billion
Microsoft says it will reorganize its reporting structure from three segments into two: Agents and Infra, and Devices and Consumer.
The company is moving from three segments to two, and will disclose Azure cloud revenue on a quarterly basis for the first time
Microsoft stock looks cheap at current levels.