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Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

PRGS vs. MSFT: Which Stock Is the Better Value Option?

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

NBIS has surged 310% in a year as AI expansion accelerates, but rising spending, financing needs and margin pressure raise questions about its next move.

Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.

Microsoft stock is on a four-day winning streak after breaking out of a cup base at a pivot of 466.32 amid an earnings beat.

Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts were drawing more merchants ‌to its suite of e-commerce services, sending its U.S.-listed shares up 26% ‌premarket. The company's solid outlook and a second-quarter revenue beat are set to quell investor concerns about growing ​competition from new AI tools targeting small businesses that have dented Shopify's shares. If premarket gains hold, Shopify shares are set to recoup all losses this year.

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

Kenya's Nairobi Securities Exchange is creating East Africa's first AI stocks-focused exchange-traded fund, which it plans to offer to investors before year-end, its CEO said. The Nairobi market attracts a sizeable ‌proportion of foreign equity investors given its profitable banking sector and telecoms operator Safaricom, but it does not currently ‌offer exposure to AI stocks. "We want essentially to be able to bring a product to our market where the underlying basket is a reflection of companies that ​have a direct exposure to AI," Frank Mwiti told Reuters.

Citadel’s purchase of the bulk of the stock portfolio of the AI-focused hedge fund Situational Awareness helped propel its performance last month. Citadel’s flagship Wellington fund, a more diversified vehicle that includes wagers on and against shares alongside credit, commodity, macro and quant positions, gained about 6% in July, while Citadel’s tactical-trading fund gained about 11%, the person said. Citadel snapped up the AI stocks from Situational on July 30, at a discount of greater than 10%, as the San Francisco-based firm was scrambling to raise cash to meet margin calls following a brutal tech selloff, The Wall Street Journal previously reported.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Retail sentiment on Stocktwits has improved, turning ‘neutral’ on SPY, and ‘bullish’ on QQQ.

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

Asian equities climbed again Wednesday, tracking another record on Wall Street, as tech firms continued to enjoy a revival after a month-long rout, with confidence also boosted by the prospect of an imminent deal to reopen the Strait of Hormuz.Crude tumbled more than five percent Tuesday -- and are down more than 10 percent this week -- after US Treasury Secretary Scott Bessent said a deal could be reached imminently with Tehran on re-opening the Strait of Hormuz to shipping traffic. 

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

In its most recent quarter, Microsoft Cloud's revenue was $59.3 billion, up 27% year over year,

Economist Steve Hanke argued that artificial intelligence (AI) is unlikely to replace workers on a massive scale because deploying it remains too expensive. Hanke, a professor of applied economics at Johns Hopkins University and a former member of President Ronald...