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“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

Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Broadcom stock dives on earnings.

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.

Anthropic is racing toward an IPO with a headline revenue number that will likely look bigger than that of its rival, OpenAI.

On September 1, Rezolve AI (NASDAQ:RZLV) reported first-half revenue of $130.8 million, up from just $6.3 million a year earlier, a jump of roughly 1,970%. The AI commerce and payments company also said its enterprise customer base grew to 1,640 accounts. Numbers like that demand attention, but the same report showed losses widening even faster […]

BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base and product portfolio, while Vice President Isabelle McKenzie sold 4,500 shares in August 2026 and retained 53,328 shares valued at about US$3.70 million. The company’s emphasis on emissions reduction, supplier engagement, and employee development, together with analysts highlighting its durable earnings profile, underlines how sustainability...

Ford Motor recently named Dave Carroll as president of Ford Energy, succeeding retiring executive Lisa Drake, while also pushing to expand Ranger pickup truck sales for military use across NATO countries. This combination of leadership change in Ford’s energy unit and a broader push into defense-focused vehicle sales highlights how the company is broadening its business mix beyond traditional consumer autos and powertrains. Next, we will examine how Ford’s NATO-focused Ranger expansion could...

China’s fast-rising AI models are combining strong performance with lower costs and greater accessibility, raising the stakes for U.S. AI leaders.

A powerful cloud trend is reshaping Microsoft’s investment case.

Dell Technologies tops the S&P 500 following robust quarterly earnings.

Microsoft used to publish only the percentage growth rate for its Azure cloud computing division, its key growth driver.

Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its core growth engine. The financial reporting change comes alongside the software giant’s first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall. Under the updated structure detai

The comparison sounds reassuring. The number it leaves out is the one Wisconsin keeps asking about.

Microsoft is changing its reporting structure from three segments to two — Agents and Infra and Devices and Consumer — as the company responds to changes brought about by artificial intelligence.

Asking for a Trend, Host Josh Lipton breaks down the latest bombshell in the NBA scandal involving Los Angeles Clippers owner and former Microsoft (MSFT) CEO Steve Ballmer, as the league hands down sweeping penalties following its investigation into the Clippers’ handling of Kawhi Leonard’s compensation.

Here is a way to collect a steady income stream from Intuit right now, which you keep no matter what, while lining up a chance to own this financial-tech powerhouse at a deep discount if it stumbles.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

Adobe (ADBE) is expected to report solid fiscal third-quarter results, with its annual recurring rev

Get paid a healthy income upfront for simply agreeing to buy this tech stalwart at a deep discount, an income you keep even if the stock never drops to your price.

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

For five years, one of tech's biggest names operated a cash-return machine of astonishing scale. Now, an all-in bet on artificial intelligence is changing the equation for owners.

The engine driving one of the world's largest companies has quietly changed, and management's new story is a more honest signal of where your money is now at risk.

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.