Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Azure just crossed $100 billion in annual revenue and Microsoft's AI seats are multiplying fast, but the stock has gained barely 2% over the past year. A projection model now puts five-year…
Vandita Jadeja Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
Satya Nadella drew a sharp line between the AI customers Microsoft wants and the ones it will tolerate, and the distinction reveals something uncomfortable about how the biggest names in cloud infrastructure…
When Microsoft offered buyouts to tens of thousands of employees at the same moment it pledged record AI spending, something deliberate was happening beneath the headline. Understanding that shift reveals exactly where…
One neocloud keeps raising its prices while rivals slash theirs, and the logic behind that defiance runs deeper than most investors realize.
One Wall Street firm sees ServiceNow surging far beyond what any other analyst projects, even as the stock sits in a deep hole and fresh earnings raised new doubts about the AI…
Alphabet shares have quietly slipped far enough below their highs that a specific valuation gap has opened up, and the cloud growth numbers behind it tell a story most investors are not…
Jim Cramer told Mad Money viewers to swap Exxon for Chevron, and on October 30 both giants report back to back. Six numbers will reveal whether that call holds or collapses.
Pre-Market Stock Futures: Futures are trading lower after a solid day for the stock market, as the interest-rate scenario played out as we (and most across Wall Street) predicted, with the Federal…
Alphabet and Microsoft both reported earnings the same night and both are spending billions on AI infrastructure, yet the market rewarded one and punished the other. The reason comes down to a…
Microsoft's latest quarterly filing reveals it partly owns one of its biggest customers, and the money flowing between them is growing faster than most investors realize.
Fortinet and ServiceNow both beat revenue estimates after the close, and both stocks cratered anyway, dragging dozens of other software names down with them in what has become a troubling pattern for…
