Microsoft drops $101.9 billion surprise as AI reshapes company
Microsoft’s latest disclosure reveals how much is riding on AI
Cloud & Enterprise Software
News and earnings from cloud providers, SaaS companies, and enterprise tech platforms.
Stocks Rally as Snowflake Soars and Yields Ease
Dow rises 635 points on Fed rate-hold hopes, Sep. 3, 2026
Federal Reserve Governor Christopher Waller said he would support holding rates steady if upcoming inflation data is supportive
AMD Gains Ground in AI Data Center Race
Better AI Infrastructure Stock: Nvidia vs. AMD
Semiconductor stocks have soared as the AI build-out marches on.
Software Stocks Rally as AI Fears Fade
Cloud Hyperscalers Battle for AI Dominance
Hyperscalers Are the Backbone of AI. Here's Why I Own Amazon, Alphabet, and Meta Platforms.
Amazon, Alphabet, and Meta Platforms are three top AI stocks to own for the long term.
AI Infrastructure Spending Forecasts Top $31 Trillion
AI infrastructure investment projected to top $31T by 2050
PwC projects AI infrastructure investment will reach $31.6 trillion by 2050, with the U.S. alone accounting for nearly half of global spending.
