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In a field of software giants, one company delivers the fastest growth by far, but the market makes you pay for every last bit of it.

3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.

Secure network could strengthen allied intelligence sharing

(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik

These tech giants aren't trading at their usual premium valuations.

VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands of dollars ahead on an identical starting stake.

MSFT reshapes Teams pricing by moving key features into Enterprise while adding new licenses, making renewal cycles key to its monetization strategy.

Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers. The stock also ranks as one of the Best Quantum Computing Stocks to buy and Hold Forever. ​Recently, on July 9, Citi noted that the firm’s Q2 2026 survey […]

Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.

Quant ratings reveal relative strength across major competitors

DTCC plans to formally launch the service in October, following SEC regulatory approval.

SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.

Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.

The proposed system would keep classified government data off the public internet.

The hyperscalers are under pressure to show results from their AI spending.

Fiscal AI has polled the consensus earnings estimate at $4.24 per share and revenue of $86.66 billion for Microsoft’s fourth quarter.

ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.

Just one day after glowing reviews, a surprise revenue warning sent the stock into a tailspin and brought lawyers to the door.

After a punishing markdown, the creative software giant looks cheap, but the market is pricing in a story of strategic turmoil and fundamental risk.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

If you hold shares, the options market is pricing a future for Alphabet that is far from certain, and you're exposed to the full breadth of that potential swing.

Get paid a healthy income stream today for simply agreeing to buy shares of Meta Platforms at a steep discount, but only if the stock takes a serious tumble.

Market volatility could be looming. Here's how to protect your investments.

It doesn't really matter what you think of betting in prediction markets. They still generate some useful information for investors.

Investors should brace themselves for intensifying AI spending in fiscal 2027, according to Citi Research.

Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.

Oracle (NYSE:ORCL) shares moved higher in premarket trading on Monday after a report suggested the company is leading the competition to provide cloud infrastructure services to the Japanese government. Oracle reportedly ahead in bidding processAccording to a Financial Times report citing seven people familiar with the discussions, Oracle is currently ahead of Amazon Web Services, Microsoft and Google in negotiations over the potential contract.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

As long as the economy remains reasonably healthy, this is an ideal backdrop for companies in the money business.

Microsoft Corporation (NASDAQ:MSFT) is one of the high-growth wide-moat stocks to buy. On July 2, Microsoft launched Microsoft Frontier Company with $2.5 billion in funding to help large customers deploy AI systems around their own data and workflows. Reuters reported that the unit will begin by working with clients including Unilever and Novo Nordisk and […]