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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.

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.

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...

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.

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.

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

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.

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

Snowflake stock has surged 46% this year as investors embrace its AI potential, raising the stakes for the data-software company’s fiscal second-quarter earnings.

Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.

Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according to PricewaterhouseCoopers LLP.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

Moby summary of REZOLVE AI PLC's Q2 2026 earnings call

The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.

Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of artificial intelligence if he could. He elaborated in an interview with the New York Times, saying "in private, people who understand how good this stuff is, and how much better it's getting, they're very worried" but few are raising the issues in public. The public is already convinced the tech industry can't be trusted with its own creations. Some legal news last week explains why. A bipartisan coalition of 51 attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the social media company that runs Facebook and Instagram to put tight restrictions on how children use its platforms. Gautam Mukunda, Lecturer at the Yale School of Management and Bloomberg Opinion contributor, joins Bloomberg Intelligence to discuss.

Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.

Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D

Global bond markets are selling off heading into September, with yields in Japan hitting their highest level since 1996

Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.

Big spending on AI is poised to continue well into 2027.

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt for computing chips tied to its collaboration with Microsoft Corp.

The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.

Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.