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…
Azure is accelerating, Copilot adoption is surging, and Microsoft's commercial backlog sits at $677 billion, yet the stock trails the S&P 500 by a wide margin. Something has to give, and the…
Institutions bailed on Alphabet after a capex report that looked like a cash bonfire, but one metric buried in the quarterly filing tells a completely different story about where this spending actually…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
Arista Networks (NYSE:ANET | ANET Price Prediction) is expected to report third-quarter results on November 3 after the close. Shares have fallen 9.8% over the past month. This report will show whether…
Alphabet (NASDAQ: GOOGL) | GOOGL Price Prediction just ended a 12-quarter run, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session. Business Insider reported that the…
