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A consumer AI agent may launch within weeks.

The market rotation may be healthier than it first appears.

Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.

Cheaper financing helps the AI buildout, but Microsoft must convert contracted demand into cash faster than spending expands.

The real upside case extends well beyond this quarter

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

Blue chip stocks dominate the list of hedge funds' most popular equity investments.

By Mary Guzman When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit’s liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real […] The post Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must He

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Some Nvidia Corp customers have reportedly been informed that prices for servers equipped with its AI chips could increase by more than 15%. Nvidia AI Server Prices Could Rise 15% or More This price increase is expected to apply to...

Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.

Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest of the market catches on.

Oracle has dropped nearly 40% over the past year, yet one investor keeps hitting the buy button while the crowd runs the other way. The reason comes down to a valuation gap hiding in plain sight inside the filings everyone else is reading.

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.

Two don't need to be second-guessed, while the other is built more on long-term promises.

The math behind encryption will be no match for quantum computers, forcing organizations to rethink cybersecurity. Here’s what to know.

Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning the thesis and start questioning the position size.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.

Across various industries, artificial intelligence is transitioning from experimental phases to becoming a fundamental component of enterprise infrastructure. A recent report highlights the growing financial investment into AI, with sectors such as pharmaceuticals, automotive, and financial services leading the charge. Investment by major tech firms like Google, Microsoft, and Amazon reached over $50 billion in 2025 alone, underscoring AI’s integration into core business operations. The...

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

Meta is aggressively testing the boundaries of its messaging ecosystem, moving beyond simple chat interfaces to integrate third-party agentic AI directly into WhatsApp. This shift, currently in limited trials, serves as a precursor to a more ambitious, internal project codenamed “Hatch.” If realized, Hatch would transform Meta from a social media giant into a primary […]

Microsoft is emerging as an AI powerhouse, leveraging Azure, Copilot, and its massive enterprise ecosystem to build a powerful moat.

Coinbase has launched tokenized U.S. equities on the Base blockchain. The August 24 rollout includes 13 stocks — NVDAc, METAc, AAPLc, GOOGLc, AMZN, COIN, CRCL, INTC, MSFT, MSTR, SNDK, SPCX, and TSLA — each representing a direct claim on the underlying share, not a synthetic derivative. The product is live. The U.S. regulatory framework that […]