Microsoft Corporation (MSFT)

GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

Nebius is expected deliver ~40% annualized returns through 2030 as it shifts toward higher-margin AI services. Read why NBIS stock is a strong buy.

Meta quits clean energy pledge amid gas-powered data center push

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.

Nvidia, Microsoft, Palantir Lead Big Tech Revolt Against AI Restrictions

Big Tech Draws Line on AI: Nvidia, Microsoft Push Back on New Restrictions