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Microsoft reported strong Q3 fiscal 2026 results with 18% revenue growth and massive Azure expansion. However, concerns regarding ballooning capital expenditures ($190B in 2026), margin compression i…
Apple raises prices on new MacBook and display products to offset higher memory costs, maintaining iPhone 17 price, supporting margins amid cost pressures, according to Wedbush analyst Dan Ives.
Microsoft reported strong Q2 2026 revenue growth driven by cloud services but faced investor concerns due to a steep 66% rise in capital expenditures, raising questions about whether investments will…
The US Supreme Court invalidated Trump's tariffs, easing cost pressures on Big Tech supply chains. Alphabet, Meta, and Amazon surged due to tariff relief, boosting margins and growth prospects. Nvidi…
Seaport Research warns Nvidia's $26B cloud agreements may act as customer discounts impacting margins, potentially reducing EPS amid rising competition pressures.
Jefferies downgraded Apple to Underperform, citing inflated expectations for iPhone upgrades and limited foldable demand, warning of margin pressures and an unsustainable replacement cycle despite cu…
Trump raised the H-1B fee to $100,000 for new applicants, increasing hiring costs for big tech and Indian IT firms; analysts warn of margin compression and multi-percent profit hits for major U.S. te…