Market context
Follow the story. See which markets it affects. Explore the context.
Microsoft insider John Stanton purchased 5,000 shares amid a 17% YTD stock decline, signaling cautious confidence despite overall recent insider selling and strong cloud and AI demand.
Nvidia received US approval to sell AI chips in China under new revenue-share terms, reported stronger-than-expected performance obligations, and saw robust demand from cloud companies.
Alphabet surged to a record high on stronger earnings, robust cloud demand, and advancements in AI, notably with Gemini 3 and a new energy-efficient TPU, alongside Waymo's expansion, driving strong i…