This tech giant has all the tools required to succeed in the artificial intelligence era.
It continues to lag its megacap peers as investors question its artificial intelligence (AI) spending plans.
Microsoft's own narrative about their future has evolved quite a bit following the ChatGPT moment in 2022. During the FY 2Q'26 call, Microsoft actually disclosed that ~1,500 customers were using both
Data centers around the world are facing growing backlash over energy use and local impact. Danish grid operator Energinet recently halted new connection agreements after an explosive surge in demand.
You already know these companies -- and they're making big waves in the emerging quantum computing space.
Compare cost, yield, and portfolio scope as two international ETFs take distinct approaches to diversification and climate alignment.
On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor's attention. "9 data centers went offline or they
Microsoft's commercial backlog barely budged sequentially after a huge surge in the prior quarter. The company's Azure growth ticked up just one percentage point in constant currency from the prior qu
Microsoft is rated a Buy with 14.4% upside to a $473.80 target, as Azure's infrastructure positioning captures disproportionate value from AI model commoditization. Falling model prices accelerate ent
Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.
Nvidia's shareholders should be celebrating.
The world is focused on oil, but don't forget about the ongoing shift toward cleaner alternatives.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs.
Weekly Market HighlightsWeekly breadth was moderately positive with 4,963 advancers versus 4,504 decliners, including 918 stocks up more than 10% and 855 stock
Don't believe everything you read. ArianeGroup still cannot compete with SpaceX on price.
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