
Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.
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Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here. The portfolio generated a gross return of +25.26% for H1 2026. Record investor inflows were observed in the period, emphasizing a commitment to fundamentals over past performance. Significant investments included […]

Apple (AAPL) is expected to unveil its foldable iPhone on Wednesday at its "Surprise and Shine" event. This will be CEO John Ternus's first product launch as chief executive. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver chat with Morning Brief host Julie Hyman about their expectations for the launch.

The Ethereum Foundation (CRYPTO: $ETH) has set itself the goal of making its blockchain and related infrastructure ...

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a key rival takes an immediate hit.

The €13 billion ($15.1 billion) commitment, to be deployed in 2027 and 2028, includes data centers in four Finnish cities and a nuclear power deal
The scale of this European expansion changes the equation
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Google said on Wedneday that it plans to invest at least €13 billion in Finland over the next two years to expand its AI infrastructure.

Google will invest at least 13 billion euros in data centres and other digital infrastructure to power its AI ambitions in Finland, in what the US tech giant called Wednesday its biggest single investment in Europe.The $15 billion plan also calls for clean energy projects over the next two years, which Google said was "a testament to Finland's leadership in responsibly building AI infrastructure".

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.

Google will spend at least €13 billion on data centres and digital infrastructure in Finland over the next two years, its largest single investment in Europe, in a bet on the country's cheap power and climate.View on euronews

📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Google (NASDAQ:GOOG) plans to invest at least €13 billion in digital infrastructure in Finland during 2027 and 2028, covering data centres and related infrastructure across four locations. The company said the investment, its largest single investment in Europe, will include facilities in Hamina, Kajaani, Muhos and Vaala and will provide infrastructure for services including Gemini, Search, Maps and YouTube.

Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.

🔍Apple (AAPL): The company is expected to unveil a foldable phone. It's the first big product launch event for new CEO John Ternus. Shares were unchanged premarket. ↗️Fortum (FI:FORTUM): Shares in the Nordic energy company bounced after it signed a deal with Google to power data centers in Finland.

By Sudeshna Ghoshal Sept 9 (Reuters) - European shares declined on Wednesday ahead of U.S. inflation data, with Brent crude surging past the key $100-per-barrel level as intensifying tensions in the

Shares jumped after the Nordic energy company signed a deal with Google to power data centers in Finland.
Accenture’s decision to dedicate 1,000 forward-deployed engineers (FDEs) to a new joint group with Google Cloud is less of a standard hiring announcement and more of a high-stakes capital signal. When a global consultancy commits that level of specialized human capital, they aren’t just chasing a trend; they are betting that the primary friction in […]

This stock is arguably nearest and dearest to the Oracle of Omaha’s heart.

Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.

HELSINKI, Sept 9 (Reuters) - Alphabet's Google will invest at least €13 billion ($15.1 billion) in artificial intelligence infrastructure in Finland over the next two years, it said on Wednesday,
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