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CoreWeave heads into Q2 2026 earnings with surging AI demand, a massive backlog and heavy capital needs that could pressure profitability.

Investing.com -- Bernstein reiterated an Outperform rating on Microsoft and raised its price target to $660 from $647 in a note on Monday, pushing back on a key part of the bear case that the company is overbuilding AI capacity.

Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.

Investing.com -- Meta’s stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies o

Analyst Issues Bullish Microsoft Stock Call as AI Spending Pays Off

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

(Bloomberg) -- Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetAnalyst Edison

A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and that the math holding it all together is starting to crack.

During an interview with CNBC, Ives said that to some extent, earnings of big tech companies have “almost” caught up with valuation.

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’China Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Hold Near Record Highs, Oil Ticks Higher: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says

TSMC kicked off the fresh quarter with strong topline growth.

Microsoft is in a comfortable position to gain as AI inference demand booms, challenging frontier AI labs.

The AI boom has turned the standard profit margin model on its head, according to Apollo Chief Economist Torsten Slok—and it’s making the industry’s growth unsustainable.

Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue outlook, a combination that has sharpened investor focus on the stock. See our latest analysis for LegalZoom.com. LegalZoom.com’s launch inside Microsoft 365 Copilot and interest in M&A comes after a period of weak momentum. The stock’s 7 day share price return is down 30.06% and its 1 year total shareholder return is...

Reaching $13,000 a month in dividends sounds like a capital problem, but the real trap is choosing the wrong yield tier and watching income quietly erode while you sleep. Three buckets can get you there, each with a very different cost hiding beneath the headline number.

The Burger King parent company has some momentum.

You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.

Six days like it since February 2022. Their aftermaths don't agree.

The latest monthly jobs report could take the pressure off the Fed to hike rates.

Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated

Retiring on dividends at 60 sounds straightforward until you realize the yield tier you choose today could mean the difference between an income stream that doubles over a decade and one that quietly erodes your nest egg.

Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud leadership with an advancing quantum platform.

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 million common stock shelf registration for 4,500,000 shares tied to an ESOP. Investors now have an initial full-year 2026 view on RYTELO, with Geron guiding to net product revenue between US$220 million and US$240...

The largest companies are huge because they have run their businesses very well.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]