Microsoft CEO Satya Nadella delivered a jolt to the tech world during the company’s fourth-quarter earnings call by declaring quantum computing the “next big accelerator in the cloud.” Microsoft’s financials backed up its bullish tone.
A surge in bullish options bets signals a new era for PG&E as the company stabilizes operations and positions itself to power the AI industry's growth.
Microsoft has become the utility company of AI, with $30 billion+ quarterly capex and AI-integrated cloud services. Holding ETFs with deep Microsoft allocations is a smart bet on the AI economy's infrastructure layer. Invest in AIQ, IGV, VGT, or XLK.
On July 31, Microsoft and Meta respectively released their latest quarterly earnings reports, with both performances far exceeding market expectations.
Applied Digital (NASDAQ: APLD) witnessed a dramatic surge in its stock price following its fiscal fourth-quarter and full-year 2025 earnings announcement on July 30, 2025. Despite reporting mixed financial results, the company's shares rocketed upward, driven primarily by the revelation of a significantly expanded AI computing lease agreement with CoreWeave.
As AI capex spending grows, so does demand for energy-efficient cooling for data centers. Cooling Systems USA has the solutions, and the earnings to prove it.
OpenAI, the trailblazing artificial intelligence research and deployment company, has successfully closed an monumental $8.3 billion funding round, significantly exceeding its initial targets and solidifying its position as a dominant force in the burgeoning AI landscape. This latest capital injection, part of a broader $40 billion funding strategy, propels
A number of stocks fell in the afternoon session after the White House announced a new round of steep global tariffs, sparking concerns of a trade war and its impact on the U.S. and global economies. This move creates significant uncertainty for businesses and investors. The new tariffs, with rates of up to 41% on imports from 68 countries and the European Union, prompted a broad market sell-off, with the tech-heavy Nasdaq index showing notable weakness. Adding to the bearish sentiment was a weaker-than-expected July jobs report, which revealed that employers created only 73,000 jobs, far below economists' expectations. This combination of trade fears and signs of a slowing labor market has created a "risk-off" environment, leading investors to pull back from growth-oriented sectors like software and technology.
Shares of content delivery company Fastly (NYSE:FSLY)
fell 5% in the afternoon session after the White House announced a new round of steep global tariffs, sparking concerns of a trade war and its impact on the U.S. and global economies. This move creates significant uncertainty for businesses and investors. The new tariffs, with rates of up to 41% on imports from 68 countries and the European Union, prompted a broad market sell-off, with the tech-heavy Nasdaq index showing notable weakness. Adding to the bearish sentiment was a weaker-than-expected July jobs report, which revealed that employers created only 73,000 jobs, far below economists' expectations. This combination of trade fears and signs of a slowing labor market has created a "risk-off" environment, leading investors to pull back from growth-oriented sectors like software and technology.
