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IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St.107d agoneutral
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story

IREN (NasdaqGS:IREN) has expanded its global data center development pipeline to 5.8 GW, signaling a much larger buildout of high-performance computing sites. The company has entered a multi year, $3.4b partnership with Nvidia to supply AI infrastructure, adding a major new customer relationship alongside its existing work with Microsoft. These moves indicate a deeper push into AI cloud infrastructure and a broader geographic footprint for IREN’s computing assets. IREN’s share price sits at...

Microsoft Azure Cuts In China Highlight Regulatory And AI Rebalancing
Simply Wall St.107d agobearish
Microsoft Azure Cuts In China Highlight Regulatory And AI Rebalancing

Microsoft (NasdaqGS:MSFT) is cutting several hundred roles in its Azure cloud unit in China. The move is described as a response to rising regulatory pressure on data and cloud services in the country. The changes affect part of a core business area for Microsoft, as Azure underpins its cloud and AI offerings. For investors following NasdaqGS:MSFT, this development sits at the intersection of cloud computing, AI infrastructure and geopolitics. Azure is central to the company’s broader cloud...

Bloomberg108d agobearish
Xbox Plans Significant Layoffs as New CEO Plans Overhaul

(Bloomberg) -- Microsoft Corp.’s Xbox division is planning major job cuts next month as new Chief Executive Officer Asha Sharma overhauls the video game unit to stem declining revenue.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Tech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapXbox Plans Significant Layoffs as New CEO Plans OverhaulCuba Poised for Biggest US Fuel Shipment Since Cold War EmbargoH-1B Visa Rules Have Changed Again. What to KnowTh

Decoding PLTR Stock's Premium Valuation
Trefis108d agoneutral
Decoding PLTR Stock's Premium Valuation

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Michael Burry delivers contrary Lululemon stock verdict
TheStreet108d agoneutral
Michael Burry delivers contrary Lululemon stock verdict

Wall Street has plenty of reasons to run from Lululemon Athletica (LULU). The premium athletic apparel firm trimmed its full-year guidance, warned of lower demand in the second quarter, and highlighted further difficulties in its important Americas sector. But when a once-hot growth stock becomes ...

Oracle's AI spending blows past estimates, raising worries over growing debt
Reuters108d agoneutral
Oracle's AI spending blows past estimates, raising worries over growing debt

Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in 2027, reflecting the staggering scale of cash ‌burn needed to build out its AI infrastructure. Its shares fell 8.9% in extended trading, after Oracle said it expects to raise ‌nearly $40 billion through a combination of debt and equity financing in 2027. Oracle, which has major deals to build data centers for customers ​such as Meta Platforms and OpenAI, is working to position itself as a major rival to cloud leaders such as Amazon.com and Microsoft.

XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?
24/7 Wall St.108d agoneutral
XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while XMAG holds the S&P 500 with those same seven names surgically removed. Owning one is the inverse of owning the other, and 2026 ... XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

QQQ vs. VGT: The Best Way to Own Big Tech?
24/7 Wall St.108d agoneutral
QQQ vs. VGT: The Best Way to Own Big Tech?

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

Microsoft limits employee use of Anthropic's Claude Fable 5 over data retention concerns, The Verge reports
Reuters108d agoneutral
Microsoft limits employee use of Anthropic's Claude Fable 5 over data retention concerns, The Verge reports

Microsoft is limiting employees' use of Anthropic's Claude Fable 5 because of the AI startup's ‌new data retention requirements, The Verge reported on Wednesday, ‌citing sources. Anthropic on Tuesday said it is rolling out Claude Fable 5, a ​public version of its Mythos AI model, with guardrails barring its use in risky areas such as cybersecurity. Claude Fable 5 is the most powerful model Anthropic has made available for wider use, with ‌the company citing its ⁠performance in software engineering and analytics.

Did The Market Panic On Oracle’s Best Signal?
Trefis108d agoneutral
Did The Market Panic On Oracle’s Best Signal?

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

There’s a New Stock to Play the AI Power Boom, and It’s Down Today
Barrons.com108d agoneutral
There’s a New Stock to Play the AI Power Boom, and It’s Down Today

Newly-listed power company ERock could appeal to investors looking for another way to play the AI boom. Erock started trading on the New York Stock Exchange around midday on Wednesday, slipping 5% in early action. ERock makes natural gas-powered engines and generators that can be placed on-site at data centers or other large businesses to provide electricity.

Microsoft Corp (MSFT): Azure’s Role in Digital Asset Infrastructure Adds Indirect Crypto Exposure
Insider Monkey108d agoneutral
Microsoft Corp (MSFT): Azure’s Role in Digital Asset Infrastructure Adds Indirect Crypto Exposure

Microsoft Corp (NASDAQ:MSFT) is one of the most profitable crypto-exposed stocks to buy now. On May 26, Piper Sandler reiterated an Overweight rating on Microsoft Corp (NASDAQ:MSFT) stock with a price target of $540. The firm cited improvements in the company’s Copilot AI assistant following recent meetings with Microsoft’s investor relations team. Piper Sandler pointed […]

Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.108d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Microsoft Stock Price Prediction: A New Record High on the Horizon?
24/7 Wall St.108d agobullish
Microsoft Stock Price Prediction: A New Record High on the Horizon?

Microsoft (NASDAQ:MSFT) is trading at an unusually soft spot heading into the second half of 2026, and our model says the setup is attractive. Shares changed hands near $401.89 on June 10, down sharply from the $551.05 52-week high. Our 24/7 Wall St. price target for Microsoft is $518.68 over the next 12 months, implying ... Microsoft Stock Price Prediction: A New Record High on the Horizon?

Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot
24/7 Wall St.108d agoneutral
Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot

Headlines this week are obsessed with Intel Corporation (NASDAQ:INTC), which has ridden the agentic AI narrative and a parade of marquee partners to a 426.95% one-year run that has the chat rooms convinced the turnaround is in the bag. But here’s what you should actually be watching. The Intel Trade Has Already Happened Intel is ... Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot