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Why hidden GPU Bill Behind Microsoft Earnings

Why hidden GPU Bill Behind Microsoft Earnings

Microsoft's stellar earnings are powered by a colossal, multi-billion-dollar spending spree on AI chips that is reshaping its entire business.
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Why Microsoft Earnings Could Reveal Whether Copilot Can Pay for Itself

Why Microsoft Earnings Could Reveal Whether Copilot Can Pay for Itself

Microsoft's upcoming earnings report will provide the clearest signs yet on whether its massive AI spending is translating into profitable revenue.
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OpenAI President Greg Brockman Predicts Ongoing Compute Shortage Amid AI Demand

OpenAI President Greg Brockman Predicts Ongoing Compute Shortage Amid AI Demand

OpenAI President Greg Brockman Predicts Ongoing Compute Shortage Amid AI Demand
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How Microsoft Earnings Rank Azure, Copilot, GitHub, Security, Gaming, and OpenAI

How Microsoft Earnings Rank Azure, Copilot, GitHub, Security, Gaming, and OpenAI

Breaking down Microsoft's latest earnings: we rank the performance of its key divisions, from the cloud dominance of Azure to the AI surge from Copilot.
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Arm Holdings Benefits from AI Chip Race Despite Market Fluctuations

Arm Holdings Benefits from AI Chip Race Despite Market Fluctuations

Arm Holdings Benefits from AI Chip Race Despite Market Fluctuations
TheStreet TheStreet
UBS hurries to reset AMD stock target on key AI Day signals

UBS hurries to reset AMD stock target on key AI Day signals

Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23.  By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the ...
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How to Read Microsoft Earnings Like an AI Infrastructure Analyst

How to Read Microsoft Earnings Like an AI Infrastructure Analyst

Learn to analyze Microsoft's quarterly earnings by focusing on key AI infrastructure metrics like Azure growth, capital expenditures, and consumption trends.
TheStreet TheStreet
Wall Street's AI trade faces its biggest valuation test

Wall Street's AI trade faces its biggest valuation test

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...
TheStreet TheStreet
Amazon CEO Jassy may deliver a July 30 AWS earnings shock

Amazon CEO Jassy may deliver a July 30 AWS earnings shock

Amazon has long derived a disproportionate share of its profit from its cloud division, Amazon Web Services (AWS). A growing number of Wall Street analysts are now projecting AWS will exceed consensus growth estimates when CEO Andy Jassy reports second-quarter results on July 30, The Motley Fool ...
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Alphabet's Increased Capital Expenditures Raise Investor Concerns Despite Strong Q2 Earnings

Alphabet's Increased Capital Expenditures Raise Investor Concerns Despite Strong Q2 Earnings

Alphabet's Increased Capital Expenditures Raise Investor Concerns Despite Strong Q2 Earnings
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Amazon Layoffs Impact Artificial General Intelligence Team Amid Restructuring

Amazon Layoffs Impact Artificial General Intelligence Team Amid Restructuring

Amazon Layoffs Impact Artificial General Intelligence Team Amid Restructuring
Reuters Reuters
US stocks face tests from Fed decision, tech-led earnings deluge

US stocks face tests from Fed decision, tech-led earnings deluge

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial