Microsoft (MSFT)

Nvidia fell, Microsoft rose, and both moves trace back to the same weekend essay. Meanwhile, oil prices are soaring again.

As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.

The business is performing much better than its stock may suggest.

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

IREN's AI ambitions are getting a real-world test. See what Horizon 1 changes, what must happen next, and why repeatable execution could matter more than another blockbuster contract.

AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.

Volatility could be looming, but there's a silver lining for investors.

One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

These ETFs each offer a distinct strategy for creating long-term wealth.

Comments from Google Cloud's CEO suggest free cash flow could come back in a major way.

The best strategy isn't to take a home run swing. Instead, look at minimizing downside risk.

Oracle shares have crashed on concerns over its AI infrastructure spending.

VONG and VOOG offer similar structures, but they diverge in diversification and recent performance.

The tech giant appears to be in good hands.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

Micron is expected to report another blockbuster set of quarterly financial results later this month.

Investors would have over $41,000 today.

If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.

The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.

B2B outreach has changed significantly as businesses look for faster and more consistent ways to connect with potential customers. LinkedIn remains an impo