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Microsoft shares dipped nearly 2% in after-hours trading as the market shifts focus from quarterly results to the 2027 AI capex trajectory. A top analyst calls Microsoft the "weakest link" among hyperscalers.
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Amazon reports Q2 earnings this week, with all eyes on whether its massive AI capex is translating into AWS growth. Alphabet’s cloud beat and Tesla’s profit miss set the stage for a pivotal report.
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A FOIA settlement with the SEC couldn't stop Coinbase from sliding nearly 5% in Tuesday trading. Meanwhile, the Clarity Act faces a make-or-break Senate vote, with ethics provisions still dividing the parties.
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Palantir (PLTR) tumbled nearly 5% in Tuesday trading as AI sector jitters resurfaced. A one-day rebound fizzled amid warnings of a $27 trillion AI bubble and $1.65 trillion in off-balance-sheet debt at Big Tech.
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Super Micro Computer’s preliminary Q4 update showed gross margins nearly doubling to 15%-17% and a record $60 billion in new orders, sending shares up 24% in midday trading.
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Apple’s trade secret lawsuit against OpenAI names a former executive and could delay the AI giant’s hardware launch and IPO timeline. The market is watching closely.
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A Nikkei study reveals that five US tech giants, including Meta and Microsoft, now carry an estimated $1.65 trillion in off-balance-sheet debt from AI infrastructure investments—roughly eight times the level four years ago and exceeding their on-book debt. Meta alone accounts for about…
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Intel is slashing jobs in its data center group as part of a broader restructuring, while SK Hynix denies rumors it will buy Intel’s Ohio fab. Shares jumped 8.64% on Tuesday after Fortinet became the first named customer for Intel’s foundry business.
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AMC Entertainment smashed Q2 expectations and got a box-office boost from Christopher Nolan’s ‘The Odyssey,’ sending shares up nearly 27% in a single day. The meme stock is now up 37% year-to-date.
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Micron Technology (MU) surged 12% on July 21 as AI-related stocks bounced back from a steep July selloff. With memory chip tightness expected to persist beyond 2027, the stock still trades at a deep discount to the S&P 500.
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Gold rallied to a two-week high as investors weighed escalating Middle East tensions against next week's Fed meeting. Analysts warn downside risks persist as interest rates remain the key driver.
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Alphabet heads into Q2 earnings with the market laser-focused on AI capital spending guidance and reports of a delay in its next-gen Gemini model. Shares slipped 1.38% in after-hours trading as the "Frozen v2" chip rally fades.