Microsoft Corporation (MSFT)

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

Recent interest in Zoom Communications (ZM) is centering on its push toward artificial intelligence, highlighted by hiring former Microsoft executive Russell Dicker as Chief Product Officer and launching the Solopreneur 50 program for AI-powered one person businesses. See our latest analysis for Zoom Communications. Those AI announcements have landed alongside strong recent momentum, with a 30-day share price return of 28.97% and a 30.05% year to date share price return. The 1-year total...

Two stocks were up 20% and 31% on Thursday. The rest of the market closed in the red. That contrast pretty much tells you everything you need to know about where we are right now.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

IREN Q3 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

JPMorgan Urges Caution on Prediction Markets While Allowing Employees to Trade Them