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Microsoft shares have fallen 26% this year amid heavy AI spending and concerns over minimal returns, dragging market cap to $2.47 trillion. The ongoing AI disruption fears weigh on MSFT’s outlook and…
Nvidia's upcoming earnings report is a key market event amid AI adoption concerns and stalled mega-cap stocks. Investors await insights on returns from AI investments, while geopolitical tensions and…
Alphabet (GOOGL) tests a key support near $297 forming a potential double bottom, with growing AI capex weighing on near-term cash flow but promising future growth amid cautious investor sentiment.
Amazon and Alphabet's heavy 2026 AI capex forecasts sparked investor concerns about near-term cash flows and margins, pressuring their stocks. Conversely, Nvidia benefits as a direct AI infrastructur…
Amazon and Microsoft stocks plunged after announcing aggressive capital expenditure increases, mostly for AI development, causing investor jitters despite strong earnings results.
Microsoft shares dropped 2% after a Stifel downgrade and price target cut, amid concerns over AI spending and competition. Despite this, Wedbush remains bullish on long-term cloud and AI growth poten…
Microsoft shares dropped 2% after a Stifel downgrade citing heavy AI spending, cloud supply issues, and margin pressure amid rising competition from Alphabet's AI platforms.
Microsoft shares fell sharply after disappointing quarterly results, dragging global tech stocks lower and ending a six-day gain streak. Markets showed cautious reaction to US-Iran tensions driving o…
Meta's strong AI-driven ad growth boosted shares 7%, while Microsoft’s cloud revenue and AI spending concerns led to a 6% drop. Meta forecasts accelerating revenue, but Microsoft faces pressure over …
Meta’s revenue growth outlook accelerates strongly on AI-driven ad gains, while Microsoft projects slower growth despite strong Azure cloud sales, reflecting differing AI spending efficiencies.
Meta, Tesla, and Microsoft prepare earnings reports amid investor focus on AI investments and spending. Meta's AI spend increase contrasts with capex cuts, Microsoft is viewed positively, while Tesla…
Microsoft and Meta prepare for key earnings amid stability in EPS and sales forecasts, with strong AI-driven growth expected in cloud and advertising, respectively. Microsoft’s cloud segment shows pr…
Apple expects 10-12% revenue growth for fiscal Q1 2026, driven by AI investment and a new partnership with Alphabet to enhance Siri using Google's Gemini AI technology.
Tech giants Apple, Microsoft, Meta, and Tesla gear up for key earnings amid strong market gains and investor focus on AI spending and Fed decisions.
Q4 earnings season begins with Microsoft, Meta, Tesla, and Apple reporting. Microsoft and Meta face AI-related growth concerns, Apple lags in AI investment, while Tesla and Apple performed marginally…
Apple is set to report earnings amid optimism on AI investments, despite rising memory costs that may impact profitability this quarter.
After reaching a $5 trillion valuation in October, Nvidia faces cooling investor enthusiasm while Bitcoin sharply dropped 30% since October. Broader market shifts include rising gold, volatile tech s…
Meta regained its position as the sixth-largest US company by market cap after Broadcom's stock plunged. Despite recent investor concerns over AI and metaverse spending, optimism remains about Meta's…
Goldman Sachs forecasts continued S&P 500 dominance by megacap tech stocks like Apple and Microsoft, though growth may slow amid AI spending concerns and sector rotation favoring value sectors in 202…
Bitcoin plunged over 5.9% amid tech sell-off fears and AI spending concerns. High volatility hit crypto and chip stocks, dragging U.S., Asian indexes lower with increased market anxiety.