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Artificial intelligence is creating a new industrial buildout unlike anything investors have seen in decades. Hyperscalers are committing hundreds of billions of dollars to data centers, chips, and power infrastructure because AI workloads require an entirely new computing backbone. The biggest question is shifting from whether AI demand exists to which companies will capture the ... Can Nebius Group Really 10X by 2030? The Math Says Yes

Most retirees chase the bigger check and never realize the smaller one could eventually pay them twice as much. The yield tier you choose today locks in a trajectory that plays out for decades.

QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that concentration is a feature or a trap depends on what happens when the usual offsets stop showing up.

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

The tech giant is pouring billions into its AI infrastructure, spending more than it is raking in from its businesses.

Every stock in the "Magnificent Seven" has a different outlook.

A sub-1% yield sounds like a reason to scroll past, but three companies are quietly compounding their payouts at rates that turn today's modest income into a serious cash stream within a decade.

On Wednesday, Nvidia Corp CEO Jensen Huang reflected on the pivotal moment when a last-minute investment from Sega helped the struggling chipmaker survive long enough to become an AI powerhouse. The Sega Deal That Saved Nvidia Huang traveled to Tokyo...

Most investors chase the biggest dividend check they can find today, but that instinct quietly sabotages the income they could be collecting a decade from now. The math behind a smarter approach is almost offensively simple once you see it.

As enterprise leaders such as Palantir Technologies Inc. CEO Alex Karp and Microsoft Corp. CEO Satya Nadella raise the alarm about companies surrendering their intellectual property (IP) to centralized artificial intelligence (AI) models, former OpenAI executive Mira Murati has launched...

The software giant is better positioned for the agentic AI era than Wall Street thinks.

Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.

Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.

Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...

Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.

QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.

Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.

Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.

When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.

Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.

Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...

Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.

The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.

Investors want customers, chips and stronger deal economics

New customer announcements could become the biggest catalyst for the stock.

The facility, maturing in 2030, is priced at SOFR plus 2.50%

Nebius Lands $775 Million AI Funding as Microsoft and Meta Contracts Back Expansion