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Profit growth is finally catching up with market dominance

Amazon's accelerating cloud growth improved sentiment toward hyperscalers after investors punished Alphabet for its rising capital expenditure.

Why the whipsaw today for Micron stock?

Earnings from Microsoft and Amazon offered hope that the AI trade remains very much alive. Plus, good news for software.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Amazon delivered blockbuster results across the board.

Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

The Dow was caught in the middle of a Magnificent Seven earnings divergence story. The Dow was up 0.3%, or 164 points, around noon after a turbulent morning. Amazon stock popped more than 13%, while Apple slid 9.

Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.

Social media stocks are pulling in opposite directions midday Friday, with Reddit (NYSE:RDDT) shares down 23% to $136.32, marking the stock’s worst intraday drop since its 2024 IPO. At the same time, Alphabet (NASDAQ:GOOGL) stock is up 6% to $352.45. The split is jarring because both names sit inside the same sector proxy. Meta Platforms ... Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence?

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

Amazon (AMZN) may have posted negative free cash flow in its second quarter earnings released on Thursday, but the stock is ripping up to 15% higher in Friday's session. Maxim Group managing director and senior consumer internet analyst Tom Forte dives into this phenomenon.

Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here. The gap between those two outcomes hinges on a question Wall Street spent nine months arguing about.

Alliant Energy (NASDAQ:LNT) said it delivered second-quarter 2026 GAAP earnings of $0.65 per share and reaffirmed its full-year earnings guidance, with management saying results are trending in the upper half of the company’s range despite milder weather during the first half of the year. President

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

Revenue accelerated and the ad engine kept compounding, yet free cash flow came in at well under a billion dollars and the spending floor moved up again.

Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about what's driving the stock and guidance lower.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.

(Bloomberg) -- Reddit Inc. shares suffered their worst intraday drop ever after the social media company failed to announce any new data licensing agreements in its latest earnings report, disappointing investors who are hoping to see a shift in revenue streams.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsChip Stocks Post Biggest Advance Since April 2025: Markets WrapMicrosoft’s $450 Billion Jum

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

QQQ built its reputation as the go-to ticker for tech exposure, but the way the Nasdaq-100 is constructed means you are getting far less pure technology than you probably think, and a quieter Vanguard fund has been exploiting that gap for years.