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Equinix shares fall on soft third-quarter forecast

Equinix shares fall on soft third-quarter forecast

July 29 (Reuters) - Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a raised full-year and long-term outlook.
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Meta Faces Investor Scrutiny Ahead of Earnings Report Amid Capex Concerns

Meta Faces Investor Scrutiny Ahead of Earnings Report Amid Capex Concerns

Meta Faces Investor Scrutiny Ahead of Earnings Report Amid Capex Concerns
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Broadcom's Stock Dip Presents Opportunity Amid AI Market Correction

Broadcom's Stock Dip Presents Opportunity Amid AI Market Correction

Broadcom's Stock Dip Presents Opportunity Amid AI Market Correction
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Meta and Amazon Lead 'Magnificent Seven' in Future Cash Flow Value

Meta and Amazon Lead 'Magnificent Seven' in Future Cash Flow Value

Meta and Amazon Lead 'Magnificent Seven' in Future Cash Flow Value
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Intel's Data Center Revenue Surge Fails to Prevent Stock Decline

Intel's Data Center Revenue Surge Fails to Prevent Stock Decline

Intel's Data Center Revenue Surge Fails to Prevent Stock Decline
FactFable FactFable
12 AI Business Questions Microsoft Earnings Can Help Answer

12 AI Business Questions Microsoft Earnings Can Help Answer

Microsoft's latest earnings report offers a crucial look into the real business of AI. Here's what the numbers reveal about costs, adoption, and profitability.
Reuters Reuters
Nasdaq futures slide as AI worries mount ahead of pivotal earnings

Nasdaq futures slide as AI worries mount ahead of pivotal earnings

By Johann M Cherian and Ragini Mathur July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition, ahead of earnings from some of the biggest companies on Wall
FactFable FactFable
Satya Nadella’s Hardest Microsoft Earnings Question Is Whether Copilot Can Justify AI Spending

Satya Nadella’s Hardest Microsoft Earnings Question Is Whether Copilot Can Justify AI Spending

Microsoft has spent billions on its AI vision, but as earnings loom, the core question is whether its flagship product, Copilot, can deliver a return.
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Applied Digital Reports Strong Q2 Results with Significant Revenue Growth

Applied Digital Reports Strong Q2 Results with Significant Revenue Growth

Applied Digital Reports Strong Q2 Results with Significant Revenue Growth
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Meta's Capital Expenditure Plans Raise Investor Concerns

Meta's Capital Expenditure Plans Raise Investor Concerns

Meta's Capital Expenditure Plans Raise Investor Concerns
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How Microsoft Earnings vs. Apple Earnings: AI Monetization Meets Ecosystem Control

How Microsoft Earnings vs. Apple Earnings: AI Monetization Meets Ecosystem Control

A breakdown of the latest earnings from Microsoft and Apple reveals a clash of titans: one betting big on AI, the other on its powerful ecosystem.
TheStreet TheStreet
Alphabet’s biggest AI fear may be fading

Alphabet’s biggest AI fear may be fading

Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business. Generative AI helps people get thorough answers without the need to navigate through a standard list of search results. This raised a thorny question for Alphabet investors: Would ...