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Microsoft's stock dropped sharply, wiping out $357 billion in market value due to concerns over heavy capital spending on data centers, raising doubts about future returns.
Microsoft’s stock declined 12% despite positive earnings surprises, amid concerns on valuation sustainability; AI demand and data center investments expected to fuel growth. Earnings release schedule…
Chinese regulators signal progress toward reopening Nvidia's H200 AI chip exports to Alibaba and other tech firms, potentially restoring a key market amid geopolitical constraints and increasing dome…
Retail investors increased Nvidia holdings by 21% in 2025, favoring AI infrastructure and long-term contracts amid rising data center investment, while shifting focus from chip makers to infrastructu…
Microsoft commits $17.5 billion to expand data centers and workforce training in India, invests heavily in AI infrastructure, and launches Agent 365, enhancing AI monitoring capabilities and challeng…
JPMorgan forecasts continued S&P 500 gains driven by AI adoption and lower rates, highlighting AMZN, NVDA, and GOOGL as key beneficiaries of AI and data center growth in 2026.
Microsoft plans a $10B investment in a new AI-focused data center in Portugal, supporting growth in Azure AI and Copilot, strengthening its global AI infrastructure.
OpenAI's CFO stated no IPO plans yet, expects rapid breakeven and seeks government support for data-center investments, implying potential long-term growth opportunities for Microsoft.
Riot Platforms reported record Q3 revenue driven by higher bitcoin mining despite rising costs. Investments in data centers and AI are ongoing. BTC price slid 2.17% amid these mixed signals and incre…
Meta Platforms secured $27B financing for a data center, cuts 600 AI jobs while hiring new talent, with earnings due next week amid major tech peers.
TSMC’s record-breaking Q3 profit and bullish AI-driven outlook boost Nvidia and other semiconductor stocks, signaling strong demand and major investments in AI chip production.
Alphabet shares climbed nearly 40% in 2025 on strong earnings and AI optimism; the company invested $1.4B in TeraWulf to support $3B data center growth and launched Waymo for Business for corporate r…
Google committed a $1.4B backstop to support TeraWulf's roughly $3B debt raise for data center expansion; issuance may launch in October and investors will watch market reception.
The UK and US will sign a tech agreement during President Trump's state visit to boost AI, semiconductors, telecoms and quantum collaboration; Nvidia CEO Jensen Huang will join the US delegation and …
Amazon will invest NZ$7.5bn (US$4.43bn) to build and operate AWS data centers in New Zealand, creating jobs, boosting GDP and expanding its global cloud infrastructure.