The AI-driven capital cycle is powering record spending by hyperscalers and strong growth in key US tech stocks. Microsoft’s Azure cloud surpassed $100 billion in annual revenue, driven by expanding AI services like Copilot, but faces margin risks if AI demand slows. Alphabet’s Google Cloud leads hyperscaler growth at 82%, supported by broad enterprise adoption, though it faces regulatory and debt challenges. NVIDIA’s data center revenue soared 85%, fueled by AI chip demand, but its high volatility and customer concentration pose risks. These companies are positioned to benefit from AI’s growth, but infrastructure costs and market uncertainties remain key risks.
TRM Labs introduced the Disruption Awards to recognize coalitions of public and private organizations that successfully disrupted major cybercrimes in 2026. Winners include groups that took down a phishing service responsible for most Microsoft-block...
Roundhill Investments has launched the Roundhill Magnificent Seven Plus ETF (MAGP), the first ETF to include the original Magnificent Seven tech giants alongside Anthropic, OpenAI, SpaceX, and Broadcom. This ETF offers investors exposure to leading A...
Trading expert Ali Martinez warns that Microsoft shares could face a sharp correction, potentially dropping from $521 to $360, a 31% decline. This prediction is based on repeated failures to break the $550 resistance level and historical patterns. Th...
Oxford Computer Group, part of MajorKey Technologies, was named a finalist for the 2026 Microsoft Partner of the Year Awards in two categories: Secure Access and Defense and Intelligence. This recognition highlights the company's innovation in identi...
Replit, a platform enabling software creation without coding, was awarded the 2026 Microsoft for Startups Partner of the Year. The recognition highlights Replit's innovative use of Microsoft cloud and AI technologies to simplify app development for e...
