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The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

Google's parent is seeking as much as $25 billion in another bond sale as infrastructure spending accelerates.

The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

Oracle’s AI business is booming, but investors are increasingly focused on the cost of turning record demand into real profits.

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Epistrophy Capital Research chief market strategist Cory Johnson explains why he's bullish on Oracle (ORCL).

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Alphabet is borrowing at a historic pace — and it isn't alone.

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

The state’s light requlation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.

Dow ended lower following five consecutive sessions of gains.

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

Alphabet is looking to raise as much as $25 billion from its ‌latest U.S. bond offering, Bloomberg News reported ‌on Thursday citing people familiar with the matter, weeks ​after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet ⁠did not immediately respond to a Reuters request for comment. Alphabet late ‌in July raised its ​annual capital expenditure forecast for ​the second time ​this year, fanning fears over the ‌pace of returns on ​its AI investments, ​especially as concerns mount over delays to its flagship AI model.

Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year ends.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Oracle just sent out its latest dividend checks, and the gap between what its largest shareholder collected and what a serious retail investor pocketed reveals something striking about how the same stock can deliver radically different financial realities.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.