Microsoft (MSFT)

The largest companies are huge because they have run their businesses very well.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

The dip in AMD's shares looks like a good buying opportunity.

AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.

Is is time to cash in the chips and sell semiconductor stocks?

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh

CEO Lauber discusses $37.5B capital plan and data center growth through 2030.

Azure revenue surged 43% as AI demand outpaced capacity, driving record quarterly results.

IEMG offers lower costs and higher yields, while NZAC delivered stronger five-year growth with less volatility.

Vanguard's tech-heavy portfolio delivered stronger five-year returns despite higher volatility, while Invesco's small-cap approach offers broader sector diversification.

XLF delivers a higher dividend yield with lower volatility, while FTEC has posted a higher return over the past year.

What Happened? Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 26% in the afternoon session after the company reported second-quarter result...

The cloud infrastructure giant still has a bright future.

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Are the best days still ahead for Microsoft's cloud business?

The tech sector is chock-full of companies with high-quality earnings growth.

Microsoft still looks attractive after its rally, but only if you believe, like Bill Ackman, that its AI investments and cloud leadership will deliver far greater long-term value than the market currently recognizes.

Aswath Damodaran says Microsoft, Amazon, Meta and Google are collectively overinvesting in AI, calling the capex race “betting, not investing.”

ServiceNow, Veeva Systems and Adobe fell sharply on AI disruption fears, but earnings show stable margins and growth, leaving Stansberry's Whitney Tilson to argue the sell-off overshot.

Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.

The S&P 500 just had another flashing sign that could hint at a violent move to come.

Sector ETFs give the impression of diversification. Most of them don't have it.