Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April.
Microsoft delivered Q3 FY26 results, beating revenue and EPS estimates, with Azure growth at 40% and AI revenue up 123% year-over-year. MSFT faces ballooning CapEx, now projected at $190B for 2026, wi
The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a “nearly monopoly-like market share” ceiling, how is the segment still growing nearl
The Pentagon said ​on Friday it ‌had reached agreements with seven ​leading AI ​companies: SpaceX, OpenAI, Google, ⁠NVIDIA, Reflection, ​Microsoft and Amazon ​Web Services.
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Microsoft: Heavy CapEx, Clear AI Payoff Path

07:26am, Friday, 01'st May 2026
Microsoft's (MSFT) latest earnings report had a big focus on how the company is monetising artificial intelligence, with growth in revenue, cloud services, and
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026 from these big hy
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serv
Jigar Shah, the former head of the Department of Energy's Loan Programs Office and co-founder of Generate Capital, used his recent Prof G Markets appearance with Ed Elson to throw cold water on one of
For the second time in 2026, Microsoft (NASDAQ: MSFT) recorded substantial stock market losses in the immediate aftermath of reporting strong quarterly earnings.
Microsoft and OpenAI's relationship continues to evolve.
A new generation of video game consoles is on the horizon, and it should provide a massive tailwind for AMD.
The software sell-off of early 2026 did not happen because earnings suddenly fell apart. It happened because investors started to wonder whether AI could make big chunks of traditional SaaS less valua

Microsoft's AI Growth Signals Big Upside Ahead

09:40pm, Thursday, 30'th Apr 2026
I'm coming out of Microsoft's (NASDAQ:MSFT | MSFT Price Prediction) Q3 FY2026 earnings report with a clear stance: the setup looks compelling at current levels.
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