Nasdaq megacaps face a $1 trillion capex problem that won’t ease until 2028
Wall Street's estimate for 2027 hyperscaler capital spending has jumped from $929 billion to more than $1 trillion since earnings...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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SpaceX’s $1.48 Trillion Value Already Tops Meta and Tesla in the Nasdaq-100
Space Exploration Technologies now carries a $1.48 trillion market cap that tops Nasdaq-100 peers Meta Platforms and Tesla, even though...
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...
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,...
