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Compliance is becoming another battleground for leading AI firms

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.

Peter Levin of Griffin Gaming Partners explains to Yahoo Finance Executive Editor Brian Sozzi why Xbox could be strategically expendable within Microsoft while its franchises, platform, and intellectual property may represent a multibillion-dollar standalone asset. He then breaks down why Grand Theft Auto takes a decade to develop—and why GTA VI could generate extraordinary demand.

Peter Levin of Griffin Gaming Partners explains to Yahoo Finance Executive Editor Brian Sozzi why Xbox could be strategically expendable within Microsoft while its franchises, platform, and intellectual property may represent a multibillion-dollar standalone asset. He then breaks down why Grand Theft Auto takes a decade to develop—and why GTA VI could generate extraordinary demand.

Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Taiwan Semiconductor has its fingerprints all over the modern data center.

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.

Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.

Microsoft's successful AI strategy has legs.

Bitcoin miners were supposed to track bitcoin, but the biggest names in the space have quietly rewired their business models around something else entirely, and the performance gap between the coin and its miners has never been wider.

Just like that, Microsoft goes from lame to flame after a difficult stretch throughout 2026.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where the entire AI arms race could break down.

Most dividend ETFs quietly blacklist the stocks powering the AI rally, forcing investors to choose between income and growth. Three funds built different rules, and the tradeoffs between them are not what most people expect.

Microsoft Corp (MSFT) stock looks attractive to short-put MSFT investors. They can set a lower buy-in point and also collect income while waiting by shorting out-of-the-money put options.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Plug Power's collaboration with Microsoft to explore hydrogen fuel cell technology opens up a new market opportunity, but it doesn't represent a strategic shift for the company.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 48.1% over the past six months, outpacing the S&P 500’s 13.1% rise.

Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

“I see Greece as more than a market; I see it as an innovation hub,” Charles Calestroupat, Microsoft’s VP for Southern Europe, told Fortune Greece.

Both Amazon and Microsoft are benefiting from the AI arms race.

While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.

Musk's bold claim suggests SpaceX could spend huge sums on data centers.

Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth away for a fatter yield.

Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.

Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most unusual positions on any tech company's balance sheet raises a question shareholders probably never thought to ask.