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(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

The top ten US technology stocks now account for nearly 40% of the S&P 500's total market capitalisation, marking the highest concentration since the late 1990s tech bubble and well above the 25% recorded during the dotcom crash itself. That figure underscores how completely artificial...

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Talks for a potential $3b+ cloud infrastructure leasing partnership between Oracle and Microsoft reportedly fell apart over security certification requirements for U.S. government workloads. Reports indicated that Oracle did not agree to add FedRAMP security certification, which is commonly required for regulated public sector contracts. Oracle publicly disputed the characterization of events and emphasized that Microsoft remains both a customer and a partner. Oracle (NYSE:ORCL), trading at...

The artificial intelligence (AI) hyperscalers aren't terribly expensive for their strong growth.

(Bloomberg) -- Investors in the ever-hotter AI stock rally must suddenly consider a risk with the potential to be even more damaging than high valuations and big spending: Politics getting in the way.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USTrump Blows Through His Iran Red Lines in Justifying Peace DealNetanyahu Pays a Political Price for Tr

Nation-state cyberattackers are increasingly using residential proxy networks to mask their traffic, turning everyday electronics into a massive global threat.

Microsoft (NasdaqGS:MSFT) is shifting its Copilot Cowork enterprise AI platform to usage-based pricing as Copilot adoption grows. The company is evaluating alternative AI models, including options such as DeepSeek, to help manage AI infrastructure costs. These changes are part of a wider cost optimization effort across Microsoft’s AI and cloud operations. The move signals a transition away from traditional licensing toward a more flexible, consumption-driven AI billing model for enterprise...

In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is...

Shares of global financial services firm Morgan Stanley (NYSE:MS) jumped 2.6% in the afternoon session after its investment management division, alongside partner Ridgeback Group, announced the acquisition of a UK private rental business for approximately £1.05 billion.

It apparently fell short in an attempt to lease cloud capacity from a peer.

Apple is hardly alone in confronting this pressure. Microsoft’s newly launched Surface Pro 13-inch starts at $1,499 and its Surface Laptop at $1,599, roughly 50% above the prior-generation models that launched in 2024 at $999, with the AI-driven memory shortage cited as a central reason for the jump, according to reporting by Yahoo Finance. The repricing across the PC industry reflects a structural shift in the memory market that shows little sign of easing soon.

In the latest trading session, Microsoft (MSFT) closed at $378.86, marking a -3.8% move from the previous day.

The memory shortage is hitting the gaming sphere, with Sandisk's (SNDK) PlayStation 5 storage SSD costing nearly $3,000. Yahoo Finance Technology Editor Dan Howley breaks down the details.

Oracle said details in a report about failed cloud deal talks with Microsoft were inaccurate.

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

This is a hyper-growth chapter for Palantir, defined by demand it cannot meet. Its Artificial Intelligence Platform, AIP, is positioned as one of the few reliable ways for institutions to deploy AI without operational chaos.

New fund will concentrate on 10 to 15 companies with larger, longer-term agreements.

The AI infrastructure player popped on a technical benchmark, but the real story is the staggering size of the deals being signed behind the scenes.

If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.

Popular digital artist Mike Winkelmann, better known as Beeple, portrayed Elon Musk as a massive cyborg figure late Monday following his historic achievement as the world's first trillionaire. Musk Shows As Undisputed Tech Tzar Beeple posted an artwork on X,...

Microsoft moved Copilot Cowork to usage-based pricing this week and floated DeepSeek and other open-source models as a cheaper swap for OpenAI and Anthropic.

Shares pulled back Wednesday after a roughly 40% run since the company's Friday debut pushed its market cap past Amazon

META's AI push is fueling user and advertiser engagement, but heavy spending, Reality Labs losses and valuation concerns cloud the stock's outlook.

Apple benefits from strong iPhone demand, record Services growth and expanding AI innovation, reinforcing its long-term growth prospects.

GOOGL's AI-powered Search and Cloud growth offer upside, but high capex, competition and stretched valuation keep investor caution high.

SpaceX shares point to a fourth straight gain as investors watch IPO demand, low float, and possible Nasdaq index inclusion.

The stunning rally in SpaceX shares is losing some steam. The stock was trading 6% lower this morning, after a staggering rally that propelled shares nearly 50% above its IPO price in less than three full days of trading. It may be that a frenetic wave of demand from individual investors is finally fizzling out.

SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.

SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.