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Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]
Mounting order book of $104 billion shows strong demand for cloud computing despite infrastructure challenges and AI-bubble fears.
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]
Microsoft New AI Chip May Create a Fresh Threat to Nvidia
The tender offer values the ChatGPT maker at $852 billion as expectations for an IPO shift further into 2027.
Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.
C3.ai burns cash and relies on a handful of customers, while Salesforce generates billions in profit with a fortress balance sheet.
Mizuho Turns to Microsoft as Top Software Bet Despite Growing Rally Concerns
A massive liquidity move could give OpenAI more time
OpenAI COO Brad Lightcap, announced that he is departing the artificial intelligence company to "start something new." Lightcap announced his departure in a post on X, sharing the memo he sent to the OpenAI team. "Team, it is bittersweet to...
AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua
Three household names are days away from their ex-dividend dates, and missing the cutoff by even one session means that specific cash payment goes to someone else. The clock is running on MSFT, AMGN, and MAR.
Microsoft's next silicon push could create an unexpected beneficiary
Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.
Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.
Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.
The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.
MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.
Taiwan Semiconductor and Broadcom are expecting strong growth.
Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."
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