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One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.
Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and falling even slightly short could punish a stock already trading near historic highs.
Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.
These stocks are winning in the AI boom.
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's construction mechanics reveal about what you actually own might surprise income-focused investors.
Larry Ellison’s net worth has dropped $66 billion this year to $181 billion, according to the Bloomberg Billionaire Index. The latest injury to his financials is the chance that Oracle (NASDAQ: ORCL), the company he founded, will need to provide $7 billion in collateral for a data center. This money is part of a deal ... Larry Ellison Loses $66 Billion
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.
Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investing.com -- OpenAI is planning a massive data center complex in Effingham County, Georgia, near Savannah, according to The Wall Street Journal. The project underscores the extreme capital and energy demands required to power the next generation of AI. Core Project Details Power & Cost: OpenAI secured 3.2 gigawatts (GW) from Georgia Power—enough for ~2.4 million homes. It committed $20 billion locally to secure incentives, with total costs expected to exceed $30 billion at full capacity. Tim
The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities. On July 22, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), and three other hyperscalers are expected to spend more on capital expenditures than they generate in combined free cash flow by 2027. From 2025 through 2027, their […]
DIVO quietly hands retirees a monthly check from a portfolio of blue-chip giants, but a 150% payout ratio and a debt-laden pharma holding raise fair questions about what is actually backing that income.
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
OKLO's selection for a $200 million nuclear initiative tied to AI data centers boosted shares and highlighted demand for reliable power.
Elon Musk is now a trillionaire. Is his next big move a merger between Tesla and SpaceX into a $3 trillion behemoth?
(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti
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