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The tech giant's sudden swings can be disorienting, but its true significance for your portfolio lies in its distinct, high-octane behavior.

Jim Cramer called the September market open unholy, rattled off geopolitical chaos, and then named exactly one stock worth buying above $200. Whether the fundamentals behind that call survive the noise is a harder question than it looks.

Oracle (NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. “If OpenAI runs into trouble, I think we can say that there’s a good...

The options market is pricing a sizable year-long swing for the software giant, and if you hold the shares, you are already exposed to the full ride.

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

You watched the stock nearly double in six months. The reason was a new class of AI tools that just turned into a powerful growth accelerant.

The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.

Ford’s Garage, the prime burgers and craft beer restaurant inspired by the heritage of The Ford Motor Company, announced it has been recognized on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, […]

(Updates with Opera's response in the second last paragraph.) Microsoft's (MSFT) web browser Edge

ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Someone just walked away from $36 million in Microsoft call spreads that still had over a year to pay off, and the question is whether that exit reveals doubt about where the stock goes from here or something far more mundane.

Public resistance is becoming another constraint on AI expansion

BlackRock Inc. (NYSE:BLK) Global Chief Investment Strategist Wei Li says artificial intelligence remains in the first stage of a much longer transformation, even as Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOGL) and Microsoft Corp. (NASDAQ:MSFT) plan nearly $600 billion in combined...

Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own weight.

The co-author of the Communist Manifesto, (along with Friedrich Engels) must be delighted at the recent spate of manifestos being handed down by CEOs and other leading lights. Chief executives these days, especially in Silicon Valley, seem compelled to share their thoughts in essays put out for the rest of us to consume. What perhaps began with Moses, continued to Martin Luther, and then to Marx has now been handed down to…Leopold Aschenbrenner.

Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos and Alphabet's cloud ambitions is the story investors are missing.

MANGOS is emerging as the next AI-focused tech basket, with several ETFs filed to capture the group's potential growth.

MSFT's Saudi datacenter launch and $175 billion 2026 capex plan highlight how its AI infrastructure push is reshaping growth and capacity.

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.

John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer to why the iPhone stays at the center of computing when AI agents start replacing the apps on it.

The Gates Foundation's top holdings are slow-and-steady growers with wide moats.

Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.

Microsoft stock is approaching its 21-day moving average after breaking out of a cup base at a buy point of 466.32.

Dell’s second-quarter earnings top expectations thanks to the AI boom, but Palo Alto Networks slips as investors take profit.

Microsoft’s next major AI constraint may be measured in turbines rather than processors. On June 22, Microsoft Corporation (NASDAQ:MSFT) entered a 20-year power purchase agreement with Energy Forge One LLC, a wholly owned subsidiary of Chevron Corporation (NYSE:CVX), for a planned West Texas data-center project. The Kilby development targets 2.67 gigawatts of generation, with initial […]

Gates warns AI could erase entry- and mid-level careers within a decade. Here's how to prepare your finances.

Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand. On September 1, BofA Securities analyst Tal Liani raised the price target on the stock to $600.00 (from $500.00) while maintaining a Buy rating, asserting that the tech giant’s massive spending has begun translating […]

Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.