Hyperscalers’ AI borrowing tops $489 billion as bond investors grow wary
AI-related debt issuance hit $489 billion by mid-2026, according to Goldman Sachs, with hyperscalers Alphabet, Amazon, Meta, Microsoft, and Oracle…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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UBS says the equity rally has room to run despite AI selectivity
UBS says the equity rally still has room to run, citing easing Strait of Hormuz oil risk, resilient AI-linked earnings,…
S&P 500’s four-day surge into a 52-week high draws dot-com bubble comparison
BTIG chief market technician Jonathan Krinsky says the S&P 500's four-day surge into a 52-week high has occurred only three…
Microsoft says OpenAI drives 70% of its AI sales growth
OpenAI now drives roughly 70% of the growth in Microsoft's AI sales, with its own revenue reaching an annualized run…
Microsoft Adds $720 Billion in Three Days as Cloud Earnings Ease AI-Spending Fears
Microsoft, Alphabet, Amazon, and Oracle added a combined $1.857 trillion in market value over three trading sessions after earnings eased…
