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Trump highlighted AI data centers as crucial economic drivers while critiquing Google for overseas projects. Google reported surging Cloud growth and revenue, balanced by massive quarterly capex of n…
Jim Cramer highlighted Amazon and Alphabet as undervalued AI leaders poised for massive returns. While strong cloud revenue growth supports the bull case, soaring capital expenditures have pressured …
Microsoft shares jumped nearly 3% following an announced reporting overhaul restructuring operations around AI into two segments: Agents and Infra, and Devices and Consumer. The company maintained it…
GitLab reported strong Q2 revenue of $286.3 million, up 21% year-over-year, beating guidance. Net ARR growth accelerated 42%, large enterprise deals surged, and the company raised its full-year outlo…
Alphabet outperforms Meta with an 82% surge in Google Cloud revenue and strong backlog, trading at an attractive valuation. Conversely, Meta snapped its six-quarter EPS beat streak due to $2.4 billio…
Both AMZN and GOOGL saw accelerated cloud growth but reported negative free cash flow due to AI capex. AMZN self-funds its buildout with strong margins and a chip business, while GOOGL is rapidly inc…
IREN's shares slumped on a GAAP earnings miss, driven by non-cash write-downs from its Bitcoin-to-AI transition. However, analysts remain bullish due to rapidly doubling AI Cloud revenue, significant…
Microsoft reported an 84% year-over-year surge in commercial remaining performance obligations to $678 billion, securing roughly 7.5 quarters of revenue visibility despite a minor, localized Teams ou…
Salesforce shares surged 28% as fears of AI disrupting SaaS ease and AgentForce ARR surpassed $1 billion. Trading at a low 24 P/E despite accelerating enterprise AI adoption and expanding margins, th…
Microsoft is positioned to outperform the S&P 500, driven by a 27% surge in cloud revenue and accelerating AI integration. Despite lagging the broad index year-to-date, strong quarterly fundamental p…
Microsoft demonstrates strong fundamental growth driven by a 27% increase in cloud computing revenue and 18% overall sales expansion. With attractive valuations compared to the broader market, analys…
Salesforce demonstrates strong AI monetization ahead of earnings, with Agentforce ARR surpassing $1 billion and total AI ARR reaching $3.4 billion. Trading at a low 23 P/E multiple alongside aggressi…
Meta has become one of Microsoft's largest AI customers, spending hundreds of millions annually on Azure AI models. Processing trillions of tokens weekly, the partnership validates Microsoft's Azure …
JPMorgan lifted its 2026 S&P 500 target to 8,000, citing robust earnings growth and accelerating AI monetization across hyperscalers like Google, Microsoft, and Amazon, despite mounting capital expen…
Microsoft expands enterprise AI monetization as Microsoft 365 Copilot paid seats surpassed 30 million, with net additions doubling sequentially. Strong adoption of premium E7 SKUs is boosting average…
Cerebras Systems shares dropped 17% after Q2 loss and only modestly better-than-expected Q3/FY26 guidance failed to impress investors, despite growing cloud revenue and AI chip demand.
Amazon projects FY2026 revenue over $828B and FY2027 capex/EBITDA near $280B, with AI investments expected to pay back in 2-3 years. Separately, a lawmaker's delayed AMZN trade disclosures raise mino…
Despite tech volatility over AI capex fears, record $216B yearly inflows into tech funds show sustained investor confidence. JPMorgan raised S&P 500 target to 8,000, citing AI monetization visibility…
Despite capex-driven tech volatility, BofA data shows record $216B yearly tech fund inflows. JPMorgan raised S&P 500 target to 8,000 citing AI monetization confidence and strong cloud revenue growth …
Alphabet shares fell 3.5-4% after AI veteran Jeff Dean departed to launch a startup, alongside a leadership reshuffle at DeepMind. Despite talent flight concerns, Google Cloud's 82% revenue surge and…