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$428.05
+0.710 (+0.166%)
At Close: Jun 04, 2026
Can Europe Compete With SpaceX Launch Price? Only If Elon Musk Says "Yes."
05:05am, Saturday, 02'nd May 2026
Don't believe everything you read. ArianeGroup still cannot compete with SpaceX on price.
Mag 7 Just Committed $710 Billion To AI Capex
12:00am, Saturday, 02'nd May 2026
Apple beat at $111.2B with a $100B buyback. Meta got hit.
BOCA RATON, Fla., May 01, 2026 (GLOBE NEWSWIRE) -- Entwistle & Cappucci LLP and Saxena White P.A. have filed a securities class action lawsuit (the “Class Action”) in the U.S. District Court for t
The Enormous Earnings Power of the Mag 7 Companies
08:26pm, Friday, 01'st May 2026
Combining the actual results for the 6 Magnificent 7 members that have reported already with estimates for Nvidia, total Q1 earnings for the group are expected to be up +45.7% from the same period las
Why the Biggest AI Winners May Not Be AI Companies
05:00pm, Friday, 01'st May 2026
When a new technology takes off, most investors instinctively chase the companies building it – history suggests that's often a mistake. In today's Friday Digest takeover, our macro investing expert
Microsoft: Underdog Cloud Player With Serious Upside
02:37pm, Friday, 01'st May 2026
Microsoft maintains strong AI-driven growth, with Q3 earnings and revenue surpassing expectations despite sector concerns about CapEx spending levels. MSFT's Azure Cloud business delivered 40% year-ov
Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges
01:57pm, Friday, 01'st May 2026
For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range.
Amazon vs. Microsoft and the Great AI Capex Divergence
01:36pm, Friday, 01'st May 2026
Wednesday night's Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026.
Prediction: This Will Be the Next $4 Trillion Company (and It's Not Microsoft)
12:10pm, Friday, 01'st May 2026
A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.
Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
12:02pm, Friday, 01'st May 2026
After landing agreements with Google, SpaceX, and OpenAI, the U.S. Defense Department said on Friday that it has signed deals with Nvidia, Microsoft, Amazon Web Services, and Reflection AI that allow
Big Tech Bets Big on AI Spending: ETFs to Win
12:01pm, Friday, 01'st May 2026
Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.
Microsoft and Amazon join Pentagon's push to build AI-first military with classified network deals
11:39am, Friday, 01'st May 2026
The agreements — which also include OpenAI, Google, Nvidia, SpaceX and the startup Reflection — will give those firms' AI systems access to the military's most classified network environments.
US Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
10:57am, Friday, 01'st May 2026
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in mi
Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
10:17am, Friday, 01'st May 2026
The numbers behind the AI build-out have quietly crossed a threshold that should give every investor pause. Goldman Sachs strategists, in a note published this week, just put a hard figure on what th
Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat
10:16am, Friday, 01'st May 2026
MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.
