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Microsoft is cutting about 2.1% of its workforce, or roughly 4,800 jobs, the latest in a wave of tech layoffs as the Windows maker spends heavily ‌on AI infrastructure and uses the technology to improve efficiency across its business. Big Tech's ‌historic AI outlays, set to top $700 billion this year, are piling pressure on companies to show returns from the technology and ​offset the rising cost of rolling it out across their businesses. Microsoft announced the cuts on Monday following a rough stretch, with its shares falling nearly 23% in the first six months of 2026, their worst first-half performance since 2022.

Lam Research will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

July 6 (Reuters) - Wall Street's main indexes opened higher on Monday, extending last week's rally as chip stocks rebounded, while investors looked ahead to central bank minutes and the start of the

TeraWulf said on Monday it signed a 20-year lease with Anthropic ‌for data center infrastructure, a deal expected ‌to generate about $19 billion in contracted revenue, sending the bitcoin ​miner's shares up more than 10% in early trading. The deal secures long-term, recurring revenue for TeraWulf from an AI customer as it shifts away from ‌relying on bitcoin ⁠mining, a transition the company said in May would increasingly drive its business. • The Anthropic lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site ​in Hawesville, ​Kentucky.

The videogame unit’s revenue has fallen and its Netflix-like subscription service is far below expectations.

(Bloomberg) -- President Donald Trump rang the opening bell for the New York Stock Exchange and the Nasdaq from the Oval Office on Monday, a celebratory event to mark the launch of Trump Accounts, a new investment vehicle for children.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From Motorists

(Bloomberg) -- Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will also divest four of its video-game development studios and is beginning the process to part ways with a fifth.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Mi

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market ‌gains are broadening, with investors likely to turn toward ‌AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated ​Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the ‌likes of Alphabet ⁠and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor ⁠companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.

Micron Technology and Ford Motor on Monday signed a long-term agreement to ‌secure the supply for memory and storage ‌platforms used in the automaker's next-generation vehicle production. This comes days after ​Micron's similar agreement with General Motors, as part of the chipmaker's ongoing investments to expand manufacturing in the United States for automotive customers, including its expansion ‌of advanced DRAM production ⁠in Virginia. DRAM, or dynamic random-access memory, is a critical component for servers ⁠that power cloud computing, databases and AI workloads.

Investing.com -- Brokerage Bernstein downgraded cloud monitoring software company Datadog to "Market-Perform" from "Outperform" on Monday, saying the stock's recent rally has outpaced its improving fundamentals even as the company stands to benefit from growing artificial intelligence adoption.

SK Hynix filed to offer ADRs in the US as it seeks to raise roughly $28 billion amid the AI boom.

(Bloomberg) -- Executives at some of Wall Street’s biggest names have faced a barrage of recent questions about whether artificial intelligence has crippled the value of their software investments.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trum

CNBC’s Jim Cramer strongly endorsed a potential merger between Honeywell International‘s (NASDAQ:HON) spinoff Solstice Advanced Materials Inc. (NASDAQ:SOLS) and Element Solutions Inc. (NYSE:ESI) on Monday. Cramer Backs Megamerger Reacting to financial reports of a $27 billion tie-up, Cramer stated that shares of both companies could “go higher” because the combination “would create a chemical tech powerhouse.” He ultimately labeled the ongoing negotiations a “really smart deal.” Solstice to merg

First Bancorp’s 23.7% return over the past six months has outpaced the S&P 500 by 16.1%, and its stock price has climbed to $64.78 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Microsoft and Chipotle both crushed the market over the past decade, but their recent stumbles reveal two very different problems and two very different bets on what comes next.

Investors are assessing strong momentum for hardware companies in the first half of the year.

Investors are assessing strong momentum for hardware companies in the first half of the year.

Investing.com -- Micron Technology Inc and Ford Motor Company announced Monday a long-term strategic customer agreement to strengthen the supply of memory and storage solutions for Ford’s next-generation vehicle production.

The bitcoin price hit an air pocket after Strategy revealed that it sold $216 million worth of the cryptocurrency last week to fund preferred stock dividends. MSTR stock reversed lower after the filing as the iShares Bitcoin Trust ETF, which tracks the bitcoin price, erased solid early gains. Strategy shares rallied 22.4% last week as the bitcoin whale hit the brakes on new issuance of MSTR stock to raise much-needed cash.

TeraWulf will partner with Anthropic to build an artificial-intelligence infrastructure campus in Kentucky that could generate $19 billion in revenue.

Gold rose for a third session early on Monday, climbing to a two-week high as Treasury yields retrea

Nike’s turnaround is showing signs of progress, but not enough for Wall Street to call it a clean comeback. And this is a problem for investors. The athletic giant is still one of the strongest brands in the world, with a major global sports presence and powerful franchises across running, ...

(Bloomberg) -- For more than a decade, investors could treat the two biggest emerging-market exchange-traded funds as almost interchangeable.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarNow, a long-running schism over wh

Crude oil has fallen back into the $60-$70 range, inflation fears are fading, and traders are pricing in a less restrictive Fed. Could Treasury yields be the next market to catch up? We break down the fundamentals, seasonals, and technicals, pointing toward lower yields into early September.

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

July 6 () - Lockheed ‌Martin ‌has ​agreed to buy ‌naval ⁠defense company Ultra ⁠Maritime ​from ​Advent ​for $3.45 ‌billion, the private equity ‌firm ​said ​on ​Monday.

Solstice Advanced Materials has struck a deal to buy specialty chemicals maker Element Solutions for more than $12 billion in cash and stock.

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Investing.com -- TeraWulf Inc. (NASDAQ:WULF) shares rose 20% Monday following the announcement of a 20-year lease agreement with Anthropic at its Justified Data campus and the sale of its majority stake in the Abernathy Joint Venture to Fluidstack.

Honeywell spinoff Solstice Advanced Materials said on Monday it will buy Element Solutions at ‌about $14.5 billion, including debt, in a cash-and-stock deal. The ‌deal comes less than a year after Solstice completed its spin-off from ​industrial conglomerate Honeywell International. The combination would create a larger supplier of materials used in semiconductor manufacturing, electronics and industrial applications.