T. Rowe Price fund manager sees AI capex hitting $1.6 trillion in 2027, above rival forecasts
Dom Rizzo, the global technology equity fund manager at T. Rowe Price, expects hyperscaler AI spending to reach something like…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Microsoft stock could rally another 30%, Bernstein analyst says
Microsoft shares have climbed 30% since strong fiscal fourth-quarter results, and Bernstein analyst Mark Moerdler expects another 30% rally, raising…
Hyperscaler capex forecasts for 2026 jump 71% to $789 billion
Wall Street's 2026 hyperscaler capital spending estimate has jumped 71% in six months, from around $460 billion to $789 billion….
Goldman Sachs finds $1.5 trillion in AI hyperscaler lease commitments, $1 trillion off the books
Goldman Sachs has tracked $1.5 trillion in lease commitments tied to AI hyperscalers' data centre build-out, with $1 trillion of…
JPMorgan Lifts S&P 500 Target to 8,000 on Strong Earnings Season
JPMorgan raised its year-end S&P 500 target to 8,000 from 7,800, pointing to a strong second-quarter earnings season. The bank…
