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Microsoft's (MSFT) Azure and the M365 commercial business can sustain acceleration in fiscal 2027 de

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial intelligence. On September 15, the company’s board approved a quarterly dividend of $0.98 per share, representing an 8% increase from the previous quarter. The dividend, which is payable on December 10, […]

(Updates with statement from the office of British Columbia's Attorney General Niki Sharma in the fi

Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.

Microsoft's recent Azure strength may not tell the full story

Investor expectations have become concentrated at unprecedented scale

The 1,156 transactions in July totaled between roughly $79 million and $270 million, according to a CNBC analysis

Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

CME Group (NASDAQ: $CME) plans to launch futures contracts for Bitcoin Cash (CRYPTO: $BCH) and Uniswap (CRYPTO: $UNI) on Octo...

The investor who called the subprime collapse now says the entire AI buildout depends on two companies, and one of them keeps him up at night. His math traces a chain from NVIDIA to Microsoft to a single customer whose next move could revalue trillions.

IREN has locked up gigawatts of power, billion-dollar contracts with Microsoft and NVIDIA, and analyst targets well above its current price, yet losses are ballooning and the real revenue test has not arrived. Here is what needs to happen in the next two quarters to turn this story stock into something more.

Microsoft is consolidating its gaming operations under fewer studios as its sweeping Xbox restructuring nears completion.

Microsoft stock earned several positive analyst reports as the cloud computing and software giant grows its AI business.

Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.

The software job market is splitting in two, and the dividing line is not skill or effort. A new report reveals who wins, who disappears, and why the cycle may be impossible to break.

A fourth Indian cloud region adds sovereign-ready capacity without disclosing site-level megawatts or revenue.

RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not contradictory, but reconciling them changes everything about how you hold this market.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle is actually headed.

The AI boom may be creating a new group of winners -- and they don't make AI chips or software.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Looking back on software development stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Bandwidth (NASDAQ:BAND) and its peers.

Amazon (AMZN), Microsoft (MSFT), Figma (FIG), Workday (WDAY) and other big software firms are offeri

IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

Yahoo Finance Executive Editor and host of Sozzi Unleashed, Brian Sozzi, tees up the stories making waves across the markets. The Magnificent 7 are back in focus as megacap tech stocks help push markets higher, with Meta (META) leading the charge after its new Muse AI agent gained momentum and climbed to the top spot on Apple's (AAPL) App Store.

Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a more complicated story than the tripling share price suggests.

The Hennessy Funds portfolio manager argues that market-cap weighting can hide cheaper mid-cap stocks, but investors still need a process for weighing valuation, business improvement, and price confirmation.

By Stephen Nellis SAN FRANCISCO, Sept 22 (Reuters) - When Apple's new desktop computers start shipping Tuesday, the company's executives will make an unusual pitch to corporate buyers: They are