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IBM signed a $240M multi-year deal with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud, boosting NVIDIA's enterprise AI infrastructure footprint and demonstrating continued strong demand …
Microsoft approved IREN's first AI data center (Horizon 1) under a $9.7B cloud deal, using Nvidia GB300 GPUs. This validates AI infrastructure demand and diversification away from Bitcoin mining amid…
Tech's earnings premium over the S&P 500 has shrunk from 35% to 10% year-over-year, even as sales, margins, and earnings estimates keep rising, suggesting improved valuation support for tech stocks.
CoreWeave reported a smaller-than-expected adjusted net loss and higher operating income, driven by surging AI infrastructure demand, signaling strong GPU chip demand for suppliers like Nvidia and AM…
Author compares AWS, Azure, and Google Cloud earnings, favoring Amazon and Alphabet as better long-term buys due to accelerating growth, while questioning Microsoft's cloud momentum despite its stron…
Microsoft recorded Wall Street's largest-ever single-day market cap gain, surging over 15% after issuing a blowout cloud growth forecast for fiscal Q1 2027. The rally confirms that enterprise demand …
Oracle shares surged 9.22% on renewed AI enthusiasm, an expanded Google Cloud partnership integrating Gemini AI, and improved market sentiment after Trump canceled Iran strikes, boosting tech stocks …
Bill Ackman’s Pershing Square exited its massive Alphabet stake to build a $2 billion Microsoft position. While the timing was criticized, Microsoft's subsequent 8% jump after stellar Q4 earnings has…
Australian banks NAB, Westpac, and CBA are expanding agentic AI adoption for banking operations, with Westpac using AWS's Bedrock AgentCore, highlighting growing enterprise demand for cloud AI infras…
Amazon and Alphabet hold major stakes in Anthropic, valued near $1 trillion pre-IPO. Their investments and cloud spending commitments boost AI exposure, though gains are modest relative to their mark…
Morgan Stanley report argues open-weight AI models won't reduce compute demand, citing Jevons paradox—cheaper inference drives more usage. Report supports continued infrastructure investment across h…
Microsoft shares surged 24.6% in July after blowout Q4 FY2026 earnings, beating revenue and EPS estimates. Azure cloud growth of 43% and strong AI demand drove results, with optimistic FY2027 guidanc…
Amazon and Microsoft surged on strong AWS/Azure growth, adding $1T in market cap. Apple and Meta fell on margin and capex concerns. Vanguard Mega Cap Growth ETF offers diversified exposure to megacap…
Article recommends Invesco QQQ ETF for young investors seeking long-term growth, citing AI-driven gains in top holdings like Apple, Nvidia, Alphabet, Microsoft, and others despite recent Nasdaq-100 v…
Hyperscaler stocks rallied on Monday after Microsoft and Amazon reported strong cloud earnings, boosting confidence in AI investments. Amazon surpassed a $3 trillion market cap, while Google recovere…
Core Scientific announced a significant 15-year partnership with AMD for data center capacity, starting with 530 megawatts and potentially expanding by 2 gigawatts. This deal represents over $14 bill…
US stock futures rally ahead of Big Tech earnings from Microsoft, Meta, Apple, Amazon, and Qualcomm. Analysts debate whether soaring AI capex hurts margins, though record 43% earnings growth and 13.5…
Article discusses Vanguard Growth ETF's tech-heavy portfolio, dominated by AI leaders like Nvidia, Apple, Alphabet, and Microsoft. Highlights long-term growth potential and how $500/month investments…
QumulusAI purchased 1,632 Nvidia Blackwell B300 GPUs to expand AI cloud infrastructure, supporting $124M in inference agreements. Reflects continued strong demand for Nvidia's high-end AI chips from …
Microsoft has secured a 20-year natural gas supply agreement with Chevron to power 'Project Kilby,' a massive 2.7-gigawatt data center in Texas. This move highlights Microsoft’s aggressive infrastruc…