Microsoft (MSFT)

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Are the best days still ahead for Microsoft's cloud business?

The tech sector is chock-full of companies with high-quality earnings growth.

Microsoft still looks attractive after its rally, but only if you believe, like Bill Ackman, that its AI investments and cloud leadership will deliver far greater long-term value than the market currently recognizes.

Aswath Damodaran says Microsoft, Amazon, Meta and Google are collectively overinvesting in AI, calling the capex race “betting, not investing.”

ServiceNow, Veeva Systems and Adobe fell sharply on AI disruption fears, but earnings show stable margins and growth, leaving Stansberry's Whitney Tilson to argue the sell-off overshot.

Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.

The S&P 500 just had another flashing sign that could hint at a violent move to come.

Sector ETFs give the impression of diversification. Most of them don't have it.

As data centers strain the grid and hyperscalers race to secure reliable electricity, utilities with nuclear and renewable assets are moving from sleepy dividend plays to essential AI infrastructure stocks.

Some of America's largest growth stocks had a sluggish start to 2026, but they're bouncing back.

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry

According to a new report from Intel Market Research, the global Biotech AI Retail Solutions market was valued at USD 3.45 billion in 2025 and is projected

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Nebius has crushed it so far in 2026, but this is just the beginning.

Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut

There is something for everyone in this excellent group of stocks.

Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call.

High expectations leave little room for disappointment.

AvePoint (NASDAQ:AVPT) reported second-quarter 2026 revenue and annual recurring revenue growth that exceeded its guidance, as the company highlighted rising demand for governance, security and recovery tools tied to enterprise adoption of artificial intelligence. Total revenue rose 22% year over y

Microsoft's revenue has grown every quarter in the past two years, while ADP swings between peaks and troughs -- a divergence that reveals starkly different business models.