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U.S. stock futures edged higher ahead of crucial August CPI data, following hot PPI figures and climbing Treasury yields. Tech stocks saw mixed premarket action: Nvidia advanced on partnership news, …
Chevron signed a 20-year power purchase agreement to supply electricity to Microsoft's 2.67-gigawatt data center in Texas. Using on-site Permian natural gas generation, the project bypasses the publi…
Oaktree's Howard Marks says current AI market exuberance is elevated but not unhinged, with valuations below historical bubble peaks. However, he cautioned that every major technological revolution h…
Analyst commentary highlights SpaceX's aggressive AI spending and unfeasible revenue targets following its post-IPO slide. While Elon Musk targets $3.5 trillion in revenue by 2033 via AI data centers…
Microsoft plans to more than triple its data center capacity to over 38 gigawatts by 2032. The aggressive expansion aims to resolve severe server shortages that previously forced the company to turn …
A comparison between SPGM and SCHE ETFs highlights differences in expenses, yields, and geographic exposures. SPGM leans heavily on U.S. mega-caps including Nvidia, Apple, and Microsoft, yielding sup…
Microsoft plans to more than triple its global data center capacity to over 38 gigawatts by 2032 to meet booming AI and cloud demand. The aggressive expansion aims to alleviate current computing capa…
Microsoft trades at 27.8 times earnings with industry-leading 46.8% operating margins and 43% Azure growth. However, massive capital spending of roughly $175 billion weighs on free cash flow compared…
Oracle displays a rare call-heavy options skew ahead of earnings despite negative free cash flow. In contrast, cloud competitors Microsoft and Amazon easily fund massive AI capacity expansions from o…
The Trump administration proposed eliminating the 60-day grace period for H-1B and other visa holders after job loss, requiring immediate departure. The rule could disrupt tech staffing, limit foreig…
Treasury yields surged as the 10-year hit 4.83% and 30-year reached 5.28% after an underwhelming Treasury buyback. Massive AI capital spending from Microsoft and Nvidia is crowding out bonds, elevati…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
Microsoft agreed to ten enforceable AI safety standards with major teachers unions, prohibiting model training on student data and banning AI companions. The move protects Microsoft's access to the e…
Salesforce surged following a strong Q2 earnings beat, driven by rapid Agentforce ARR growth exceeding $1.5 billion. Analysts set a $364 price target, highlighting compelling valuation upside compare…
AI data center developers are turning to industrial package boilers and steam turbines to circumvent multi-year gas turbine backlogs. With lead times under a year, this alternative generation setup h…
Goldman Sachs chief economist Jan Hatzius warns that aggressive corporate AI spending will inevitably slow down after the current build-out phase. Despite eventual deceleration risks, PwC projects gl…
Schwab Emerging Markets Equity ETF (SCHE) and iShares MSCI World ETF (URTH) are compared on fees, returns, and holdings. URTH holds heavy developed-market tech exposure, including Nvidia, Apple, and …
Microsoft launched Dynamics 365 Activate, an AI migration tool targeting Salesforce customers to accelerate cloud CRM adoption. Despite aggressive AI integration, Dynamics 365 revenue growth decelera…
King, a subsidiary of Microsoft, launched an annual Music Season event in Candy Crush Saga featuring Shania Twain and Zedd. The campaign includes an interactive music video, in-game challenges, and f…
Microsoft and major U.S. teachers' unions agreed on a national AI safety and privacy standard for schools. The framework protects student data from being used in AI training and requires human oversi…