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U.S. stocks were headed for modest gains early Tuesday as markets look to close out the first half of the year on a positive note. Dow Jones Industrial Average futures were up 60 points, or 0.1%. S&P 500 futures were rising 0.
The Magnificent Seven group of megacap tech stocks has shed more than $2.3tn of value this month, in a violent rotation away from companies spending...
A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It
This is nothing new to Xbox lovers. It isn't a cheap system. But it's the cheapest way to enter Microsoft's gaming universe. You buy the box and plug it into your TV. Later, you can spend money on games, controllers, subscriptions, and downloadable content. The deal no longer works like that. ...
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
Tech giants are struggling to secure the power AI needs before 2028 at the earliest. One company managed to lock in cheap, abundant electricity years ago - and it's positioned to serve both AI and Bitcoin markets.
In the latest trading session, Microsoft (MSFT) closed at $368.57, marking a -1.18% move from the previous day.
The AI data center boom has created an unusual power shortage, and oil companies are stepping in to supply the needed power using their extra natural gas. Chevron (CVX) became the latest to join that dynamic on June 22, when it announced a 20-year agreement with Microsoft (MSFT) to supply ...
The space stock could join the top index by next week.
It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.
Let’s dig into the relative performance of Expedia (NASDAQ:EXPE) and its peers as we unravel the now-completed Q1 consumer internet earnings season.
Microsoft rarely gets this cheap.
This is a supply-constrained year for Palantir Technologies. The company's core is its Artificial Intelligence Platform, embedded in government programs like the Maven Smart System and a fast-growing commercial base.
Last week, Michael Burry disclosed via Substack that he had bought December 2028 LEAP call options on Microsoft with strikes near $700 struck well above the roughly $356 to $360 level the stock was trading at. The actual trade is more interesting, and considerably more constrained, than “Big Short guy goes long Microsoft (NASDAQ:MSFT).” Burry ... “Big Short” Legend Michael Burry Just Bet Big on Microsoft
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
Alphabet Inc (NASDAQ:GOOG) shares climbed about 5% on Monday after the company officially joined the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC) in a change that reflects the index's increasing exposure to large-cap technology and artificial...
QUBT may offer stronger upside in July as improving estimates, acquisitions and commercial momentum contrast with IonQ's weaker revisions.
Investing.com -- Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware.
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares rose 3.7% to $350.24 on Monday as the Google parent company began trading as a member of the Dow Jones Industrial Average, replacing Verizon Communications (NYSE:VZ).
Microsoft (NASDAQ:MSFT) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate and Azure growth holding at 40%. But here’s what you should actually be watching. The Capex Furnace Nobody Wants to Price Microsoft just spent $30.88 billion on ... Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress
While the core ad business commands attention, a smaller segment is quietly compounding. The Family of Apps Other revenue line grew 74 percent last quarter. This growth is driven by WhatsApp's paid messaging and subscriptions, signaling that a new monetization engine is coming online.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
Chevron reached the market before ExxonMobil.
Investing.com -- Enterprise AI adoption has moved well past the planning stage, with 86% of IT decision-makers now deploying copilots, agentic AI, or fully autonomous systems, according to Piper Sandler's first-half 2026 CIO Pulse Survey.
Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.
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