AI's power problem is becoming a growth engine for Cummins.

Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.

A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets and real-world returns is about to meet its biggest test.

Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.

PRGS vs. MSFT: Which Stock Is the Better Value Option?

SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.

AAPL's 33.54X forward P/E tops its sector and peers, even as iPhone, Services and AI momentum support growth amid supply and currency headwinds.

Former Bitcoin (CRYPTO:BTC) miners pivoting into AI infrastructure are moving Friday morning after a landmark acceptance milestone. IREN (NASDAQ:IREN) stock rallied 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers being built for the hyperscaler at IREN’s Childress, Texas campus. However, within the first hour of trading, IREN ... IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5%

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

Meta Platforms (NasdaqGS:META) has become one of Microsoft's largest AI customers, according to recent internal discussions. The company is exploring a new API business that could let external developers tap Meta's own AI infrastructure. The plan aims to reduce Meta's reliance on outside vendors while creating a potential revenue stream from its internal compute stack. The shift highlights how large tech groups are rethinking AI infrastructure partnerships and in house capacity as of August...

Microsoft Advertising on Friday released an agentic commerce blueprint to guide businesses, retailers, and developers into the massive shift when AI agents make purchases on behalf of humans.

A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

S&P Global (SPGI) is in focus after announcing an expanded collaboration with Microsoft that embeds its AI-ready data and analytics directly into Microsoft 365 Copilot tools and related agentic experiences. See our latest analysis for S&P Global. The S&P Global share price has risen 3.5% over the past 90 days to US$432.16, yet the year to date share price return is down 15.7% and the 1 year total shareholder return is down 16.6%. This compares with a 21.0% total shareholder return over three...

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]

Fidelity's so-called high dividend ETF hides a portfolio that would surprise most income investors, and understanding who it actually benefits requires looking past the yield altogether.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...

The cybersecurity leader's shares have cooled off just as management is heating up its AI-driven growth story, creating a puzzle for investors.

FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.

IREN's first Microsoft data center is now live, giving investors early proof that its AI pivot can turn massive contracts into revenue.

IREN's share price has delivered a very large 3 year gain, yet the current valuation checks lean expensive rather than cheap. After the recent move around US$42.84, the stock is priced for high expectations that now need to be weighed against those signals. Over the past 3 years, IREN has returned about 8.6x, which puts extra focus on whether recent gains already reflect much of the company’s progress. The multi year Microsoft AI cloud deployment and NVIDIA Exemplar status can support...

ADP's 20% net margin and $5.2B free cash flow contrast sharply with Microsoft's 40% margin and $67B cash generation, revealing starkly different paths to shareholder value.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Higher model costs may challenge a key AI bear thesis

We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.

HRT becomes one of the first customers with wide-scale access to Nvidia's Vera Rubin chips

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

Azure's contracted demand remains formidable, but rising yields are pressuring the value of future AI profits.

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

Tech giants can avoid the charge by paying publishers.

Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

The NVIDIA GB300 deployment is targeted for early 2027, but financing remains outstanding and Microsoft’s purchase commitments were not disclosed.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

The social giant is spending hundreds of millions on Azure models.

Apple is stacking catalysts at a pace the market has not seen in years, and the collision of new silicon, a redesigned iPhone lineup, and a long-awaited Siri AI reveal sets up a moment where getting the call wrong carries serious cost.

Meta Platforms Inc. (NASDAQ:META) has become one of Microsoft Corp.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.