The U.S. Data Center Construction Market is set to grow from USD 83.97 billion in 2025 to USD 154.49 billion by 2031, accelerating at a CAGR of 10.70%. Key trends driving this expansion include the transformative role of AI in expanding hyperscale data centers, with AI workloads expected to triple capacity within five to six years. The rise of AI-optimized facilities is also boosting GPU adoption due to their performance advantages. Additionally, advanced cooling solutions are crucial to support
(Updates with Apple's response in the fifth and sixth paragraphs.) Apple's (AAPL) proposed rules
Microsoft (NasdaqGS:MSFT) is expanding its AI efforts into healthcare through new collaborations with Atropos Health, Dragon Copilot, and Regard, focused on real world evidence and ambient intelligence in clinical settings. The company is working with Stanford Medicine and other providers to embed these tools directly into clinical workflows and documentation systems. Microsoft has also launched a new collaboration with HABS to develop Neuro AI, systems tuned to human cognitive and emotional...
A share buyback is when a company repurchaes its own shares and returns money to its investors
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W
In a new AI team-up, Microsoft (MSFT) is partnering with Anthropic (ANTH.PVT) to integrate its Claude Cowork chatbot into Microsoft's 365 suite and Copilot program. Microsoft president of business apps and agents Charles Lamanna sits down with Yahoo Finance Tech Editor Dan Howley to discuss on the capabilities and tasks that Copilot Cowork can take on, while also commenting on the future for Microsoft's AI model development. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
The South Africa Data Center Market is set to grow from USD 2.55 billion in 2025 to USD 5.28 billion by 2031, at a CAGR of 12.90%. Key growth drivers include significant investment in AI and blockchain by the South African government, particularly in partnerships with nine universities. Johannesburg emerges as a central hub, witnessing rapid expansion in data center infrastructure. The sector faces challenges in electricity supply due to increased demand, leading firms to adopt renewable energy
Oracle’s cloud segment, which now represents over half of the company’s sales, grew 44% from a year ago, to $8.9 billion.
Microsoft-backed (MSFT) OpenAI plans to soon integrate its Sora AI video-generation tool into ChatGP
Microsoft, Alphabet, Amazon, Meta, Oracle, Micron, Sandisk, Bloom Energy, IREN, and NVIDIA have been highlighted in this Investment Ideas article.
AI investing is still a huge part of the market.
STORY: :: OracleOracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027.That sent shares in the firm up over 8% in extended trading.Oracle reported third quarter revenue of just over $17 billion, beating estimates.It expects fourth-quarter revenue growth of up to 21%.Tuesday's results helped allay investor concerns over Oracle's costly multi-billion dollar push into AI computing.:: Oracle:: FileThe company has made a dramatic turn toward building data centers for partners such as OpenAI and Meta.At the same time, it enacted layoffs as it uses smaller engineering teams and AI coding tools to roll out new software.:: Oracle:: FileOracle has also been aggressively spending to expand its cloud infrastructure to support generative AI, competing against hyperscalers such as Amazon's AWS and Microsoft's Azure.On a conference call with investors, CEO Clay Magouyrk said that the company's margins on its cloud business should improve over time.
Apple (NasdaqGS:AAPL) now produces about 25% of its global iPhone volume in India as part of a shift away from reliance on China. The move reflects supply chain risk management and responses to tariffs tied to China, while opening up manufacturing in a major emerging market. In parallel, Apple faces new antitrust scrutiny in Germany over its app tracking rules, despite proposing changes to its App Tracking Transparency framework. German publishers and advertising groups are urging regulators...
Schonfeld Strategic Advisors reduced its position in the iShares Ethereum Trust ETF during the fourth quarter. The fund holds ether directly and offers investors a simpler path to Ethereum exposure through a regulated exchange-traded structure, without the need to use crypto exchanges or manage digital wallets.
Oracle (NYSE:ORCL) executives said fiscal third-quarter 2026 results exceeded expectations “across the board,” pointing to accelerating growth in cloud applications, rapid expansion in multi-cloud database services, and continued demand that outstrips supply in AI infrastructure. Speaking on the co
Microsoft filed on Tuesday a brief in support of Anthropic's lawsuit asking the court to temporarily block the U.S. Department of Defense's designation of the AI startup as a supply-chain risk. In an amicus brief filing in a federal court in San Francisco, Microsoft backed Anthropic's request for a temporary restraining order against the Pentagon order, arguing that its determination should be paused while the court considers the case. Microsoft, which integrates the AI lab's products and services into technology it provides to the U.S. military, said that it was directly impacted by the DOD designation.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Oracle stock jumped late Tuesday after the enterprise and cloud-computing giant company reported fiscal Q3 results.
Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.91 per share. The dividend is payable June 11, 2026, to shareholders of record on May 21, 2026. The ex-dividend date will be May 21, 2026.
Microsoft stock ended lower but held a key level Tuesday amid volatility stemming from the U.S.-Iran war. Is Microsoft stock a buy or sell now? Shares had gained 4% last week despite worries about Big Tech's investments in Middle East data centers.
Apple's latest product strategy isn't about new technology. It's about being more—and less—affordable.
Industry groups say proposed app tracking changes fail to resolve competition concerns.
A Data Security Solutions and a Leading Casual Dining Restaurant Stock are Spotlighted.
Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker, on Tuesday said its sales last month rose 22% year over year.
There are some great bargains in the stock market right now.


