Microsoft (MSFT)

CME commands a 2.5x revenue advantage, but Morningstar's unbroken eight-quarter growth streak tells a different story about momentum.

IBM trades at 18.9x forward earnings while ServiceNow commands 36.3x, but growth rates and risk profiles tell a different story for 2026 investors.

Google’s cloud business more than doubled, yet the stock sold off, and the answer sits in the one segment that slowed.

What happened? Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 9.5% in the morning session after Intel warned of a prolonged slump...

Hyperscaler stocks are tumbling after earnings. Is it time to buy?

Amazon shares fell after earnings despite strong AWS growth, as investors focused on roughly $220 billion in planned capital spending and negative free cash flow rather than revenue and margin gains.

Microsoft’s third quarter saw positive market reaction as revenue and non-GAAP earnings per share surpassed Wall Street expectations. Management credited wid...

The agentic AI app isn't profitable, and it will be hard for it to become profitable.

The U.S. and China are leading what many considers the AI data center "race." But the competitors are shooting for different goals.

Microsoft's fiscal Q1 2027 results beat forecasts, with Azure revenue up 48% and strong cash flow, prompting Cantor Fitzgerald and Piper Sandler to raise their MSFT price targets.

WEC raises guidance and unveils $47.5B five-year plan to power data center demand surge.

Alphabet shares tumbled on fears over its core search business.

Was the neocloud sell-off a valid warning about the economics of AI infrastructure, or has it created a buying opportunity?

A crash doesn’t have to spell disaster for your portfolio.

Anthropic’s potential record-breaking initial public offering (IPO) is on track to disappoint retail investors.

Microsoft is one of Nvidia’s biggest customers.

The Shiller CAPE ratio is hovering at its highest levels since the dot-com bubble.

Amazon is headed for the trillion-dollar mark in multiple ways.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less roo...

AWS just posted its fastest growth in almost five years, but what is it spending to make that happen?

The Microsoft co-founder has now issued multiple warnings about the disruptive technology since late September.

Cloud computing and online retailer Amazon (NASDAQ:AMZN) met Wall Street’s revenue expectations in Q3 2026, with revenue rising 12.1% year on year to $201.9 ...

Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips.

Okta is the leading independent identity platform with improving profitability and expanding enterprise deals. UiPath is posting steady growth as AI expands automation demand, but revenue acceleration is still unproven.