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.

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.

Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is what the acceptance milestone means for the bulls, the shorts, and the sector peers caught in the middle.

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.

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.

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.

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.

The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over.

Billionaire investor Ray Dalio said embracing radical truthfulness and transparency among colleagues can improve decision-making, expose problems and foster accountability. Dalio Explains Radical Transparency On Saturday, in a post on X, Dalio shared his perspective on workplace transparency, arguing that...

Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

In August 2026, Regeneron Pharmaceuticals announced that the US FDA approved Pasatru (garetosmab-grts) to reduce new heterotopic ossification lesions and flare-ups in adults with fibrodysplasia ossificans progressiva, based on positive Phase 3 OPTIMA trial results. This approval adds a rare-disease monoclonal antibody to Regeneron’s portfolio, reinforcing the company’s focus on specialized, high-complexity immunology therapies. We’ll now examine how Pasatru’s FOP approval, as an ultra-rare...

FEATURE Reviewing past stock picks is one of the most valuable habits an investor can build. Each win or loss reveals clear lessons about your research, assumptions, risk control, and emotions, turning experience into sharper judgment and fewer repeated mistakes.

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.

VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Regulators took initial steps to allow investors to trade AI compute futures based on the prices of GPUs sold by the likes of Nvidia, TSMC and Broadcom.

Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers across the US. Microsoft is scrapping non-disclosure agreements and certain tax break arrangements tied to new facilities and is introducing a community-first AI infrastructure policy. The coordinated move opens a new front in how large tech groups engage with local stakeholders and regulators on the build out of AI compute...

Azure just crossed a milestone the bears called impossible, Copilot is scaling fast, and yet Microsoft shares are flat on the year. Something in that disconnect points toward a target most analysts haven't dared to model.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.

Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.

Zoom Communications (ZM) shows a durable path to growth recovery as the company increasingly transit