Consensus estimates for 2027 cloud capital spending now sit near $1.2 trillion, says Morgan Stanley, about 30% growth and $170 billion above where they stood before second-quarter earnings. The firm's own aggregate estimate is $1.4 trillion, 17% higher than consensus.Three of the four U.S. hypersca…
Goldman Sachs expects recent turbulence in artificial intelligence stocks to settle as corporate earnings remain supportive of the broader market. Strategist Ben Snider said strong profits and improving forecasts could help the bull market withstand swings in momentum-driven technology shares.Goldm…
Big Tech earnings last week highlighted a widening divide in the artificial intelligence race, with investors focusing less on the size of AI investments and more on whether those spending commitments are translating into measurable returns. Major technology companies reported strong results, raise…
After a week dominated by mega-cap earnings, with Microsoft Corp. (NASDAQ:MSFT) and Amazon.com Inc. (NASDAQ:AMZN) sharply exceeding expectations while Apple Inc. (NASDAQ:AAPL) and Meta Platforms Inc. (NASDAQ:META) were punished over margin concerns, the first week of August brings a different cast…
The S&P 500’s headline calm has masked a sharp internal reshuffle, with money rotating away from crowded AI-linked trades as investors start demanding clearer evidence that heavy spending will turn into profits, according to JPMorgan Private Bank’s Global Investment Strategist, Kriti Gupta.That shi…
The week that just ended was quite eventful for Apple Inc. (NASDAQ:AAPL). The company reported record-breaking numbers in its third-quarter earnings, but the stock took a hit due to the future outlook. Here’s a quick recap of the week’s top Apple stories.Apple Stock Slump Could Just Be a BlipDespit…
Despite serving different core markets, Microsoft Corp. (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) have long competed fiercely in operating systems, consumer hardware and enterprise software, leading to a history of rivalry between their leaders.Apple co-founder Steve Jobs likened Microsoft to fast…
Hello, Reader.Wall Street loves a big number, and Microsoft Corp. (MSFT) delivered several this week.First, on Wednesday, the company reported its fourth-quarter earnings results. Earnings reached $4.81 per share, up from $3.65 per share a year earlier. Revenue came in at $90 billion, beating expec…
Hyperscalers like Google (GOOG), Microsoft (MSFT), and Meta (META) are moving into West Texas due to abundant power availability and proximity to major transmission infrastructure, according to Galaxy Digital's (GLXY) Vice President of Data Center Capital Markets, Simrit Dhinsa.Dhinsa made the comm…
OpenAI cut prices on two GPT-5.6 models by as much as 80%, intensifying the artificial-intelligence industry's price war as enterprise customers demand better economics from increasingly expensive deployments. The move could accelerate model adoption and cloud usage, but it also raises questions ab…
Microsoft NASDAQ:MSFT surged 15.5% after fiscal fourth-quarter earnings delivered both a fundamental and technical breakout, with accelerating Azure growth pushing shares decisively above a closely watched long-term trend line. The move suggests investors are becoming more confident that Microsoft'…
Microsoft NASDAQ:MSFT added nearly $450 billion in market value Thursday, posting the largest one-day gain on record for a company after its earnings and cloud outlook convinced investors that aggressive artificial-intelligence spending is beginning to produce meaningful returns. The 15%-plus rally…
Software and cloud computing company Microsoft (MSFT, Financials) rose 15.5% Thursday after fiscal fourth-quarter results topped Wall Street estimates and Azure growth beat forecast.The rise took the stock over its 200-day moving average of $433.83, a level that is widely viewed as a barometer of l…
MSFT Q4 revenue ~$90.0B (+18%), adjusted EPS ~$4.74. Intelligent Cloud ~$39.3B (+32%); Azure +43% (~$39.3B) and annual Azure revenue >$100B. Copilot >30M paid seats.Microsoft cut i
Microsoft just reminded everyone why it's in the conversation for most valuable company on the planet. After posting fiscal Q4 results that cleared the bar by a wide margin, shares jumped more than 15% on July 30, dragging the broader market higher with them and rewriting the record books in the pr…
U.S. futures edged higher in the overnight session late Thursday after a strong rebound on Wall Street, helped higher by upbeat earnings from Big Tech companies and an inflow into AI-linked names.Meanwhile, softer-than-expected U.S. personal consumption expenditures reading, the Fed’s preferred mea…
Microsoft Corp.’s (MSFT) Xbox is targeting a return to growth and higher profitability under CEO Asha Sharma, who has reportedly laid out a multi-year roadmap focused on expanding players, revenue and margins. The plans come after Xbox reported another weak quarter, even as Microsoft posted stronge…
The trade that ended Situational Awareness LP took one afternoon and, according to CNBC's David Faber, went through one enormous trade. On Wednesday, Leopold Aschenbrenner sold the bulk of his fund's public equity portfolio to Ken Griffin's Citadel, six days after telling investors that July's sell…
RNS Number : 6410O Leverage Shares PLC 30 July 2026 Leverage Shares plc30.07.2026THIS NOTICE IS IMPORTANT AND REQUIRES THE IMMEDIATE ATTENTION OF THE HOLDERS OF THE ETP SECURITIES. IF ANY ETP SECURITYHOLDER IS IN ANY DOUBT AS TO THE ACTION THEY SHOULD TAKE, THEY SHOULD CONSULT THEIR OWN INDEPE…
Microsoft NASDAQ:MSFT shares jumped about 7% on Thursday morning after the software company reported fiscal fourth-quarter results that topped Wall Street estimates and forecast continued strength in its cloud business.Microsoft posted adjusted earnings of $4.74 per share on revenue of $90.01 billi…
