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AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.
Azure's contracted demand is helping Microsoft outperform as investors question the wider AI financing boom.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
Both oil giants raised dividends again in 2026 and posted blockbuster quarters, but a decade of payout history reveals one clear winner on durability and one on yield. Knowing which fits your portfolio could matter more than the latest earnings beat.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
ServiceNow's expanded Tech Mahindra deal aims to scale enterprise AI, strengthen governance and support AI monetization amid rising competition.
Microsoft stock has delivered a 65.9% gain over the past 5 years, yet today the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is only about 3% away from where shares currently trade, while earnings based multiples still screen as relatively attractive. A 65.9% return over 5 years suggests Microsoft has already rewarded patient shareholders, so fresh money is stepping in after a strong multi year run rather than at an early stage. Heavy investment in AI...
Microsoft looks like a good buy to me because it has evolved into a core AI platform business.
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
Microsoft's packed fiscal 2027 gaming slate aims to reverse a sales slide, with major releases testing Xbox's path back to growth.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
The increases will apply to systems containing Vera Rubin and Grace Blackwell chips and take effect on shipments early next year
Although the S&P 500 has outperformed Microsoft year to date, cloud computing momentum can quickly change that narrative.
The part of the tax franchise that lost on price is a small slice of its addressable market, and the profit line kept widening anyway.
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