Nvidia Stock Falls 9% Over Three Months as AI Spending Skepticism Grows
Nvidia shares have dropped 9% over the past three months as investors question whether Big Tech's enormous AI infrastructure spending...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Big Tech’s Data Center Spending Hits $170 Billion in a Single Quarter
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers and chips in a single quarter, up 72% from...
Microsoft Stock Rallies After Azure Revenue Jumps 43% in Fiscal Q4
Microsoft's fiscal fourth-quarter results showed Azure revenue up 43% year over year and total revenue up 18% to $90 billion,...
Microsoft’s Rising Capex Plans Signal More Nvidia Chip Demand
Microsoft's chief financial officer said data-center capital spending will keep rising in fiscal 2027, citing "demand signals across our portfolio."...
Goldman Sachs: S&P 500 Rotational Volatility Should Ease as Q2 Earnings Beat Estimates
Goldman Sachs expects the rotational volatility in the S&P 500 to ease in the coming weeks, pointing to a decades-old...
