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$492.81
+5.16 (+1.06%)
At Close: Aug 04, 2026
AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Now Wall Street's Warning of a Massive SaaS Trap
09:00am, Thursday, 30'th Jul 2026
D.A. Davidson analyst Gil Luria dropped a striking number on The Real Eisman Playbook: “The cumulative run rate of OpenAI and Anthropic right now is clearly above $75 billion.
The Magnificent 7 Trade Is “Likely Over,” Piper Sandler Warns. Here Are the 2 Sectors Taking Its Place
08:51am, Thursday, 30'th Jul 2026
Piper Sandler's chief market technician is sounding the alarm on Big Tech and pointing investors toward two sectors quietly stealing market leadership from the companies that have dominated Wall Stree
Microsoft: Azure Growth Makes The Stock A Steal
08:45am, Thursday, 30'th Jul 2026
Microsoft delivered robust Q4 results on Wednesday, with Intelligent Cloud revenue surging 32% year-over-year and total revenue up 18% year-over-year. MSFT's aggressive AI CapEx ramp—up 110% to $35.
5 Things to Know Before the Stock Market Opens on Thursday
08:40am, Thursday, 30'th Jul 2026
Stock futures are pointing to a higher open for major indexes after yesterday's massive sell-off. ; the U.S. and Iran are trading strikes again as hopes for new peace talks have fallen apart; the Fed'
Tale of Two Tech Giants: MSFT and META Earnings Diverge on A.I. Spending Plans
08:39am, Thursday, 30'th Jul 2026
A day after a massive market drop, two A.I. giants told very different stories.
Analysts set Microsoft stock price target
08:35am, Thursday, 30'th Jul 2026
Along with producing a 9.82% extended-session stock upsurge from $390.54 to $428.91, Microsoft's (NASDAQ: MSFT) latest earnings report led to a veritable deluge of analyst rating and price target upgr
The $140 Billion AI Bill Just Split Big Tech: Why Microsoft Won And Meta Stumbled
08:35am, Thursday, 30'th Jul 2026
Microsoft and Meta reported their most recent earnings within minutes of each other on July 29 and got opposite reactions — Microsoft stock was up 9.8%, Meta's lost 10% – because only the Redmond
Microsoft stock soars as Meta sinks: Why the two AI giants are heading in opposite directions today
08:31am, Thursday, 30'th Jul 2026
Yesterday, both Microsoft Corporation (Nasdaq: MSFT) and Meta Platforms, Inc. (Nasdaq: META) reported their most recent quarterly results. The companies are not only two of America's biggest tech gian
Microsoft Q2 - We Rate At Accumulate - Price Target $470 - Stop Below $386
08:21am, Thursday, 30'th Jul 2026
Microsoft (MSFT) Q2 demonstrated robust fundamentals with 18% TTM revenue growth and strong 26% UFCF margins, despite rising capex. MSFT's rapidly expanding order book (RPO +84% YoY, >2x TTM revenue)
Meta and Microsoft's AI spending: a tale of two earnings reports
08:19am, Thursday, 30'th Jul 2026
This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.
Microsoft To Rally More Than 40%? Here Are 10 Top Analyst Forecasts For Thursday
08:15am, Thursday, 30'th Jul 2026
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Dow and Nasdaq set to rebound as Microsoft lifts futures
08:02am, Thursday, 30'th Jul 2026
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%
Cyber firm Wiz says flaw could have led to mass exposure of Microsoft cloud customers
08:01am, Thursday, 30'th Jul 2026
Alphabet-owned cybersecurity company Wiz said on Thursday it had found a sweeping flaw that could have compromised Microsoft and thousands of its cloud customers.
Microsoft: The Copilot Proof I Was Waiting For - Upgrading To Buy, With One Caveat
07:48am, Thursday, 30'th Jul 2026
Microsoft is upgraded to Buy after Copilot monetization and Azure growth exceeded expectations, validating prior concerns about adoption. MSFT's Azure revenue accelerated to 43% growth, surpassing $10
Microsoft, Meta, Lam Research, Shell, and More Stocks That Explain Today's Market
07:13am, Thursday, 30'th Jul 2026
Investors are weighing up a batch of Big Tech earnings reports, which could help power a market rebound.
