The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this year.
When Michael Burry makes a move, people pay attention. Not because he is always right, but because he tends to act before the crowd catches on. And what he just did in the software sector is exactly the kind of contrarian bet his reputation was built on. The stock he bought is one of the biggest ...
The "Great Rotation" made this AI company an attractive buy.
The stock market is at highs but results and spending for Apple, Amazon, Google and more will be key. Iran talks were called off.
Microsoft (NasdaqGS:MSFT) has launched its first large scale voluntary buyout program in the U.S., targeting roughly 7% of its domestic workforce. The offer is aimed at senior director level and below employees who meet a defined age plus tenure threshold. The program is tied to the company’s push to reorient its organization around AI and follows significant AI related capital expenditure. For you as an investor, this move points to a meaningful reset in how Microsoft (NasdaqGS:MSFT)...
The software giant has rallied ahead of next week's report.
Analyst upgrade and Apple timing shift move Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) shares climbed after Barclays upgraded the stock, noting expectations that a delay in new low end Apple devices could extend demand for Skyworks components in current iPhone models. See our latest analysis for Skyworks Solutions. Beyond the upgrade, the stock has been rebuilding momentum, with a 1 month share price return of 13.28% and a 1 year total shareholder return of 7.97%, although the 5 year...
Canadian AI startup Cohere is taking over Germany-based Aleph Alpha with support from Lidl’s owner, Schwarz Group. With the blessing of their governments, the companies intend to offer a sovereign alternative to enterprises in an AI landscape dominated by American players.
The median annual pay of large company CEOs hit $29.4 million last year, a record high, up 23.2%. It’s still one big fat guessing game.
Microsoft has struggled in 2026.
Apple is heading into its April 30 earnings report, with investors focused on iPhone demand, outlooks, and what’s next for its AI strategy under its upcoming new CEO. The iPhone maker's stock has lagged this year, down about 0.64% year to date compared with a 4.67% gain for the S&P 500 index, ...
As Apple inches toward foldable iPhones, Barclays is turning to chipmakers like Skyworks Solutions and Qorvo, seeing an opportunity to buy these stocks at attractive levels.
Microsoft is set to report earnings Wednesday afternoon, with the stock seen potentially hitting its highest point in months following the report.
The stock market brims with optimism ahead of a huge surge of AI hyperscaler earnings, amid an historical transition at the Federal Reserve.
Alphabet is enjoying strong demand for the AI processors it designed in-house.
Google Cloud used its Next conference to highlight what CEO Thomas Kurian described as a shift from experimentation to scaled deployment of artificial intelligence, telling attendees that “nearly 75% of Google Cloud customers now leverage our AI products to power their businesses.” Kurian said the f
Apple Inc. (NASDAQ:AAPL) is one of the 8 Best AI Stocks to Buy According to Billionaire Ken Griffin. On April 21, Reuters reported that Apple Inc. (NASDAQ:AAPL) appointed John Ternus as CEO, showing a renewed focus on hardware and adding AI to existing devices rather than introducing a specific AI product. Ternus, a 25-year veteran […]
Microsoft Corporation (NASDAQ:MSFT) is one of the 8 Best AI Stocks to Buy According to Billionaire Ken Griffin. On April 21, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) had to deal with a mass lawsuit in the United Kingdom alleging that it overcharged businesses for Windows Server licenses on alternative cloud platforms. It happened right […]
Microsoft Corp. (NASDAQ:MSFT) is one of the 10 best cybersecurity stocks to invest in according to analysts. The company’s multi-year overseas investments in AI infrastructure and cybersecurity are supporting a bullish case on the stock. On April 3, Microsoft Corp. (NASDAQ:MSFT) unveiled a $10 billion investment in Japan for the period from 2026 to 2029, […]
President Donald Trump weighed in as major corporations, including Apple Inc. and Amazon Inc., reportedly avoided seeking tariff reimbursements. According to CNBC’s Andrew Ross Sorkin, several major companies opting not to claim tariff refunds may reflect a desire to avoid “offending” Trump and possibly to sidestep political backlash. When he asked about the issue during an interview on Tuesday, Trump said, “I think it’s brilliant if they don’t do that, if they don’t do that, they got to know me
Intel soared 24% to its first record close since August 2000. The rally says everything you need to know about today’s market.
A U.S. judge on Friday dismissed Elon Musk's fraud claims in his lawsuit accusing OpenAI and co-founder Sam Altman of betraying OpenAI's original mission, but plans to proceed to trial on Musk's breach of charitable trust and unjust enrichment claims. Jury selection is scheduled to begin on Monday, and opening arguments are expected on Tuesday. Musk had said dismissing his fraud and constructive fraud claims, which he proposed, would streamline the case and keep jurors focused on his goal of ensuring that OpenAI benefit humanity rather than be a "wealth machine."
Steve Ballmer wrote a fiery letter in the sentencing of disgraced founder Joseph Sanberg documenting all the harm that's befalling him as an investor.
The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come next week, including the start of the trial between OpenAI (OPAI.PVT) co-founders Sam Altman and Elon Musk; earnings results from Magnificent Seven tech companies Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), and Apple (AAPL); and the Federal Reserve's latest interest rate decision to come at its April FOMC meeting.


