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On August 10, 2026, OpenAI closed a $7 billion tender offer to buy back employee shares at an $852 billion valuation. Within days, two senior operators departed. On August 11, chief operating officer Brad Lightcap announced his exit. Two days later, chief revenue officer Denise Dresser departed after roughly eight months. Ed Zitron’s newsletter Where’s ... “What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time

Oracle's AI data center bet faces financing risks, but a record backlog, expanding partnerships and strong guidance bolster the growth case.

Owning shares of Microsoft gives you exposure to quantum computing's potential without sacrificing profits.

The $4 trillion club is about to get more crowded.

Microsoft's AI bet looks like a strategy to build a scalable, higher-margin AI business on its own technology stack.

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

OpenAI’s revenue rose 18% quarter over quarter in Q2, while Anthropic’s sales doubled, according to the Wall Street Journal.

All three quarters ended June 30. The smallest of the three cloud giants is growing at about double the pace of the other two.

In early August 2026, ZoomInfo reported a goodwill impairment of US$650.5 million, modest year-on-year revenue growth to US$310.4 million in the second quarter, and raised its full-year 2026 revenue guidance to US$1.21 billion while continuing a large share repurchase program. At the same time, multiple customers cited very large lifts in qualified deals, higher connection rates, and cleaner data from ZoomInfo’s AI-driven go-to-market platform, and the company launched a connector that...

Getting there from today's value takes about 10% a year. The software giant just grew earnings three times that fast.

AI could create nearly $500 billion in value for E&P companies by 2030 through lower costs and higher production.

Microsoft stayed positive while most megacaps fell, showing where investors still see measurable AI returns.

A software setback could point to a broader risk.

Vanguard slashed fees on 53 funds this year and deliberately left one of its biggest, most profitable sector ETFs off the list. Whether that omission should change how you hold it depends on a distinction most investors never think to make.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Microsoft (NASDAQ:MSFT) and the rest of the automation software stocks fared in Q2.

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%.

UBS is telling clients that artificial intelligence is translating into real, growing spend on Snowflake, and the bank remains Buy-rated on the stock heading into its fiscal second-quarter results on September 2. The bank's analysts spoke with seven enterprise partners and customers to gauge...

IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.

Earlier this month, MasTec, Inc. completed a US$647.764 million fixed‑income offering, issuing 5.850% senior unsecured fixed‑rate notes due September 30, 2036, priced at 99.656% of par and callable. This sizeable callable senior debt raise highlights MasTec’s current preference for funding through bond markets, which can shape its balance sheet flexibility and future capital deployment options. Next, we’ll examine how MasTec’s sizeable 5.850% senior notes issuance may influence its existing...

Azure and AI earnings reset the conversation around Microsoft stock Microsoft (MSFT) just reported quarterly results with Azure topping US$100b in annual revenue and 30 million paid Microsoft 365 Copilot seats, putting its AI and cloud spending under a fresh investor spotlight. Those numbers arrive after a strong month for the stock, with the share price up about 22% even though it is roughly flat for the year and lower over the past 12 months on a total return basis. See our latest analysis...

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

IREN shares gained 11.7% in a month as $2.8B in new AI cloud contracts and Horizon 1 acceptance sharpen visibility on its cloud transition.

Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI spending wave flips from cost center to earnings engine.

Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.

Broadcom's healthy earnings growth will pave the way for solid upside in this semiconductor stock over the next two and a half years.

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.

A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.