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The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.
Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.
OpenAI’s annualized revenue has topped $40 billion, roughly double its level at the end of 2025, with President Greg Brockman saying the run rate jumped more than 20% in July alone. The surge comes just as the price of AI...
Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.
Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.
IREN shares surge after Microsoft accepts first Texas AI cloud installation
Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.
NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.
IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the...
SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
The rebound may have just begun for these two companies.
Adyen, the Dutch firm that handles payments for Spotify and Microsoft, raised its annual revenue growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, compared with a previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.
The government seeds your newborn's investment account with what looks like a nearly free S&P 500 ETF, but the fund fee is the smallest number on the bill. The real costs are buried in decisions the account made for you before your child took a first breath.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.
The tech giant has been on a roll over the past two weeks.
AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.
Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.
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