News

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

Meta Platforms (NasdaqGS:META) has become one of Microsoft's largest AI customers, according to recent internal discussions. The company is exploring a new API business that could let external developers tap Meta's own AI infrastructure. The plan aims to reduce Meta's reliance on outside vendors while creating a potential revenue stream from its internal compute stack. The shift highlights how large tech groups are rethinking AI infrastructure partnerships and in house capacity as of August...

Microsoft Advertising on Friday released an agentic commerce blueprint to guide businesses, retailers, and developers into the massive shift when AI agents make purchases on behalf of humans.

A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

S&P Global (SPGI) is in focus after announcing an expanded collaboration with Microsoft that embeds its AI-ready data and analytics directly into Microsoft 365 Copilot tools and related agentic experiences. See our latest analysis for S&P Global. The S&P Global share price has risen 3.5% over the past 90 days to US$432.16, yet the year to date share price return is down 15.7% and the 1 year total shareholder return is down 16.6%. This compares with a 21.0% total shareholder return over three...

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]

Fidelity's so-called high dividend ETF hides a portfolio that would surprise most income investors, and understanding who it actually benefits requires looking past the yield altogether.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...

The cybersecurity leader's shares have cooled off just as management is heating up its AI-driven growth story, creating a puzzle for investors.

FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.

IREN's first Microsoft data center is now live, giving investors early proof that its AI pivot can turn massive contracts into revenue.

IREN's share price has delivered a very large 3 year gain, yet the current valuation checks lean expensive rather than cheap. After the recent move around US$42.84, the stock is priced for high expectations that now need to be weighed against those signals. Over the past 3 years, IREN has returned about 8.6x, which puts extra focus on whether recent gains already reflect much of the company’s progress. The multi year Microsoft AI cloud deployment and NVIDIA Exemplar status can support...

ADP's 20% net margin and $5.2B free cash flow contrast sharply with Microsoft's 40% margin and $67B cash generation, revealing starkly different paths to shareholder value.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Higher model costs may challenge a key AI bear thesis

We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.

HRT becomes one of the first customers with wide-scale access to Nvidia's Vera Rubin chips

Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business dealings in the AI space. Bloomberg's Brody Ford joins Ed Ludlow on "Bloomberg Tech."

While Microsoft plans to increase capital expenditures again in fiscal 2027 as it expands AI infrastructure to meet customer demand, higher spending is helping accelerate revenue growth.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

Quantum computing is emerging as one of the more promising areas of the technology industry, offering the potential to solve certain problems far beyond the practical capabilities of today’s computers. While the technology remains relatively early in its development, expectations for the market have continued to grow.Summer Sale - Claim 70% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor