Microsoft receives first production Vera Rubin systems from Nvidia
Microsoft's data centers have taken delivery of the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026…
Nvidia faces AI capex challenges as Microsoft seizes opportunities
Hyperscalers are on pace to spend $660 billion to $690 billion on AI infrastructure by 2026, nearly double 2025's outlay,…
AI Capital Spending Set to Deliver Record GDP Boost in 2026, Bloomberg Reports
Bloomberg reports that artificial intelligence investment is delivering the largest capital-expenditure-driven boost to GDP in history. Spending by Alphabet, Meta,…
Apple’s stock decouples from the rest of Big Tech, DataTrek finds
Apple's stock has become the least connected to the broader market among the "Magnificent Seven," with a 100-day correlation to…
