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For years, the trillion-dollar club was an exclusive playground for tech giants, with their big spends and even bigger revenues. So when a healthcare company like Eli Lilly crossed that threshold and became the first in its sector to reach those numbers, it raised questions. And the answers ...

Constellation Energy is expanding its footprint through an acquisition of Calpine, adding substantial generation assets focused on serving growing power needs from technology companies. The company has entered into long term agreements with Microsoft and Meta to supply electricity for AI focused data centers. Plans to restart the Three Mile Island nuclear reactor are aimed at providing additional low carbon capacity to meet rising demand from artificial intelligence. Constellation Energy,...

In the past week, IREN reported Q2 FY26 results showing a shift away from Bitcoin mining toward AI cloud infrastructure, underpinned by its multi-year US$9.70 billion Microsoft contract, US$3.60 billion in GPU financing commitments, and plans to deploy 140,000 GPUs supported by more than 4.50 gigawatts of secured power capacity. An interesting element is that Microsoft has already provided US$1.90 billion in customer prepayments, meaning a major AI hyperscaler is effectively funding a large...

After a rough start to 2026, is the software giant's stock attractive as it invests heavily in AI?

IREN (NASDAQ:IREN) used its fiscal second-quarter 2026 earnings call to emphasize progress in its shift from Bitcoin mining to what management described as a vertically integrated AI cloud platform, highlighting new GPU financing commitments, additional secured power capacity, and continued customer

Daniel Roberts: Thanks, Mike, and thank you, everyone, for joining us today. Fiscal Quarter 2 was an important quarter for IREN as we made meaningful progress as a vertically integrated AI cloud platform. Firstly, we secured underwriting commitments for $3.6 billion of GPU financing at an interest rate of less than 6%.

Amazon shares dove more than 11 percent on Thursday as the computing and retail titan reported strong sales but significantly boosted spending estimates.Amazon reported a profit of $21.2 billion on net sales of $213.4 billion in the recently ended quarter as its AWS cloud computing, retail, advertising, and chips businesses thrived.

Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.

Legendary investor Warren Buffett ended his run as the CEO of Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) at the end of 2025. Buffett may have another long run coming to an end as of Tuesday. Buffett Drops Out Of Top 10 Richest Once the richest person in the world, Buffett finished 2025 ranked 10th at a net worth of $151 billion, up $9.44 billion for the year. Just over one month into 2026, Buffett has fallen out of the top 10 richest people in the world, with Walmart Inc (NYSE:WMT) heir Jim Walton

An analyst downgrade exacerbated negative sentiment on companies such as the veteran tech titan.

Amazon.com shares fell sharply after the technology giant unveiled plans for a massive increase in AI-related spending and fourth-quarter growth in its cloud-computing unit that was slower than rivals. The company said it expects $200 billion in 2026 capital spending, a nearly 60% increase from last year and far above Wall Street expectations. Amazon’s stock fell by about 10% in after-hours trading.

The huge tailwinds for Sandisk stock will likely continue. Here's why it's not necessarily worth the chase according to this trader.

IREN’s fair value estimate has been nudged from about US$83.00 to roughly US$84.85, with only a slight move in the discount rate from 8.11% to around 8.05% and revenue growth assumptions held near 73.81%. That small shift reflects how recent Street commentary is weighing a stronger AI and power capacity story, including the Microsoft AI contract and 2 GW buildout plans, against earlier concerns around execution, financing and ambitious 2026 revenue goals. As this tug of war between bullish...

US equities declined the most in more than two weeks as traders digested economic data that pointed

Amazon.com (AMZN) late Thursday reported fourth-quarter earnings below Wall Street's estimates even

Other sectors and companies are proving resilient while tech sells off; stick with stocks toughing it out until the tech dust settles. The Nasdaq Composite Index is off 3%, as companies like Microsoft and Nvidia drag it down. The Cboe Volatility Index or VIX—the market’s “fear gauge”—has spiked, though it’s still low compared with last April’s “Liberation Day” panic.

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 13.6% year on year to $213.4 billion. The company expects next quarter’s revenue to be around $176 billion, close to analysts’ estimates. Its GAAP profit of $1.95 per share was in line with analysts’ consensus estimates.

Amazon stock fell about 9% in afterhours trading following the company's latest earnings report. The retail and technology giant said it expected to make capital expenditures of $200 billion in 2026, as the company accelerates spending on artificial-intelligence projects.

These are two of the highest-quality consumer-facing businesses on Earth.

Apple (NasdaqGS:AAPL) has agreed to integrate Alphabet's Gemini AI models into Siri and other devices, signaling a shift in its AI approach. The partnership is aimed at upgrading Apple's virtual assistant and broader AI features across its ecosystem. The European Commission has decided that Apple Ads and Apple Maps are not subject to strict oversight under the EU Digital Markets Act. This EU decision limits additional regulatory obligations and related compliance costs for these Apple...

Amazon on Thursday projected a surge of more than 50% in capital expenditures this year, joining its peers in a spending spree to build out artificial-intelligence infrastructure, and sending its shares down 11.5% in after-hours trading. As the shares sputtered on news that Amazon ​would be pumping $200 billion into boosting its AI efforts in 2026, CEO Andy Jassy struck a defensive tone during the company's call with investors, a contrast to the ‌more self-assured Alphabet executives on Wednesday as Google showed resilience in developing AI software. "As a reminder," said Jassy, referring to the results of cloud platform Amazon Web Services, "it's very different having 24% year-over-year growth on $142 billion annualized run rate, ‌than to have a higher-percentage growth on a meaningfully smaller base, which is the case with our competitors."

Tech stocks declined late Thursday afternoon with the State Street Technology Select Sector SPDR ETF

Microsoft stock got a rare downgrade Thursday as one analyst contended that revenue and earnings expectations for the tech behemoth were far too optimistic. Stifel analyst Brad Reback cut his rating on the shares to Hold from Buy with a $392 price target, down from $540 previously—a 27% decrease. Microsoft stock fell 3.9% to $397.98 Thursday as a sweeping selloff in software stocks entered its third day.

“I’ve heard from some of you that don’t feel comfortable leaving your homes,” Cook said during an all-hands meeting with staff on Thursday. The CEO added that immigration is especially important to Apple, which has “team members across the US on some form of visa.” The remarks were part of a wide-ranging discussion that also touched on Apple’s artificial intelligence efforts and executive succession.

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. On January 29, TD Cowen trimmed its price recommendation on Microsoft Corporation (NASDAQ:MSFT) to $610 from $625. It kept a Buy rating on the stock. The firm pointed to softer Azure growth, though guidance held up. Demand continues to exceed […]