Nvidia faces AI capex challenges as Microsoft seizes opportunities
Hyperscalers are on pace to spend $660 billion to $690 billion on AI infrastructure by 2026, nearly double 2025's outlay,...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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AI Capital Spending Set to Deliver Record GDP Boost in 2026, Bloomberg Reports
Bloomberg reports that artificial intelligence investment is delivering the largest capital-expenditure-driven boost to GDP in history. Spending by Alphabet, Meta,...
Apple’s stock decouples from the rest of Big Tech, DataTrek finds
Apple's stock has become the least connected to the broader market among the "Magnificent Seven," with a 100-day correlation to...
Appaloosa’s Tepper Trims Micron, Adds to Alphabet and Meta in Q2 Filing
David Tepper's Appaloosa LP disclosed its Q2 2026 13F on Friday, August 14, 2026, showing Amazon as the top holding...
Dow Falls 0.31% as Memory Chip Stocks Keep the Nasdaq Afloat
Memory chip stocks pushed the Nasdaq Composite into positive territory Monday even as the Dow Jones Industrial Average dropped roughly...
