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It wouldn't be wrong to at least consider the possibility that recent weakness from the market's leading artificial intelligence stocks could mark the beginning of something more serious.
Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.
Microsoft (NASDAQ:MSFT) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from $551.05 in 2025 to today’s level, the math has reset. Our model says the setup now favors patient buyers. Microsoft trades at $367.34. Our 24/7 Wall St. ... Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential
The company expects to invest about $4.7 billion in the state through 2028.
Cheaper Chinese AI could stimulate demand, which would be good for hardware and equipment makers, and data centers, says Gavekal Research analyst Will Denyer.
Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the Saturna Global Equity ETF, the principles of Shariah-compliant investing, and how the rapid growth of artificial intelligence is reshaping valuations and opportunities across global markets. Klimo explained that the actively managed ETF applies Islamic investment guidelines that exclude sectors such as conventional banking, insurance, gambling, tobacco, alcohol, and weapons. In addition to those sector screens, the strategy also emphasizes companies with low debt levels, a factor Klimo said can signal strong cash generation, disciplined capital allocation, and durable business models. The conversation also focused on the impact of AI on technology investing. Klimo noted that major technology companies such as Alphabet, Amazon, and Microsoft are evolving from traditionally asset-light businesses into far more capital-intensive operators as they commit massive sums to AI infrastructure, data centers, and compute capacity. Beyond the large-cap AI leaders, Klimo highlighted a broader group of companies benefiting from the AI buildout, including ASML, Taiwan Semiconductor, Samsung Electronics, and Japan’s Fujikura, all of which play important roles in chip manufacturing, semiconductor equipment, and data-center connectivity. The discussion also touched on the pharmaceutical sector, where Klimo sees long-term value despite recent market weakness. He said healthcare companies can provide portfolio balance and defensive characteristics, even as investors continue to weigh regulatory uncertainty and shifting sentiment toward the sector. Looking at the broader market backdrop, Klimo pointed to continued geopolitical uncertainty, inflation trends, and energy prices as important factors to monitor. At the same time, he said he remains generally constructive on the market outlook, supported by resilient corporate earnings and the long-term productivity gains expected from AI adoption. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ShariahInvesting #ArtificialIntelligence #ETFInvesting #GlobalEquities #TechInvesting #AIInfrastructure #Semiconductors #HealthcareStocks #MarketOutlook
The market is undervaluing these three AI stocks.
Chevron (CVX) and Microsoft (MSFT) announced a 20-year power purchase agreement on June 22 to build a natural gas-fired power plant in West Texas dedicated to supplying electricity to a Microsoft data center campus. The project, named Project Kilby, sits on more than 2,000 acres in Reeves County ...
Microsoft may be trying to carve out its own path in AI. Microsoft started the month with the launch of its own AI models designed to power target corporate use cases at a much lower cost than the frontier models proffered by OpenAI, Anthropic and Google. Microsoft chief executive Satya Nadella has also become critical of the doomer messaging used by some of the company’s key rivals in the AI race.
Bearish price action in Microsoft stock could indicate further weakness ahead, in which case a bear call spread could work well.
During an interview with CNBC, Reitzes said that Nadella’s comments suggest that Microsoft’s strategy with respect to AI is still occurring on the fly.
SPCX's 16.4% plunge wiped out $400.8 billion as note issuance, AI deals and dilution fears tested confidence after its blockbuster IPO.
Chevron's (CVX) partnership with Microsoft (MSFT) to build a co-located power facility for a data ce
Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,
Single-day corrections concentrate the mind, even more so when the slide comes amid a doubling of a tech-focused index replete with the kind of giant chip stocks that have powered U.S. markets to record highs over most of the year. “The session had three things working against it simultaneously,” said Koen Hoorelbeke, investment and options strategist at Saxo Bank. In short, it’s become the index to watch in this year’s global chips race, with SK Hynix and Samsung booking triple-digit gains and old-school car maker Hyundai —which is now verging into chip design through its Hyundai Mobis division—rising more than 70%.
SpaceX (SPCX) stock is falling from its initial hype, coming off three straight days of losses amid the wider tech sector sell-off. Yahoo Finance Markets and Data Editor Jared Blikre, Mariner Wealth Advisors chief investment strategist and head of equities Jeff Krumpelman, and Yahoo Finance Senior Business Reporter Ines Ferré take a look at the market action and long-term outlook.
xAI, the part of SpaceX (NASDAQ: SPCX) that operates Grok, was always going to drive the entire company under. SpaceX had almost $19 bullion in revenue last year. It lost almost $5 billion. xAI lost $6.4 billion on $3.2 billion. And Grok has already lost its chance to compete with OpenAI, Anthropic, Google, and even ... Grok Was Always Going To Cripple SpaceX
Few large-cap software names have fallen as far, as fast, as Adobe (NASDAQ:ADBE) over the past year. The stock has gone from a creative-software bellwether to a value puzzle, with the market pricing in AI disruption while management keeps raising guidance. That gap is where our model sees opportunity. Adobe trades at $194.90 as of June ... Adobe Stock Poised for 35% Rebound Despite Recent Selloff
Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?
"Wisconsin is now home to the world's most powerful supercomputer," said Microsoft President Brad Smith.
CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.
These companies are trading at reasonable valuations that could set up attractive returns.
LinkedIn chief marketing officer Jessica Jensen breaks down the platform's recent push into video to attract Gen Z users and the launch of a new creator marketplace. Jensen also details how corporate leaders can build trust through authentic posts and explains why brand and performance marketing are essentially the same investment.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 7 at Pax8 Beyond 2026 in Salt Lake City with Nick Heddy, President and Chief Commerce Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is creating opportunities for managed service providers and […] The post AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026 appeared first on ExecEd
Atlassian looks more compelling than Microsoft as faster growth, cloud momentum, estimate revisions, stock gains and valuation support upside potential.
CVX and Microsoft team up on a 20-year Texas power deal, supporting AI-driven data center growth with reliable natural gas energy.