Microsoft, Alphabet, and Amazon are leading hyperscaler cloud platforms showing accelerating revenue growth driven by AI investments, despite rising capital expenditures. Microsoft’s Intelligent Cloud revenue grew 30% YoY with a $627 billion backlog, while Alphabet’s Google Cloud surged 63% YoY and nearly doubled its backlog. Amazon’s AWS posted its fastest growth in 15 quarters at 28% YoY. All three stocks have pulled back recently, offering potential buying opportunities ahead of July earnings, which will be key to confirming AI CapEx payback and sustained cloud growth momentum.
AI infrastructure stocks NVIDIA, Broadcom, and Microsoft have all pulled back significantly from their 52-week highs despite strong revenue growth driven by AI demand. NVIDIA's Q1 FY2027 revenue rose 85% year-over-year, Broadcom reported record Q2 re...
The Magnificent Seven—Microsoft, Apple, Alphabet, Amazon, Meta, Nvidia, and Tesla—dominate major U.S. indexes like the S&P 500 and Nasdaq-100. Investors can now choose ETFs that either concentrate solely on these tech giants, like the Roundhill Magni...
Robbins Geller Rudman & Dowd LLP has filed a class action lawsuit against Microsoft, alleging the company misled investors about problems with its AI Copilot products, including technical issues, increased costs, and poor market adoption. The lawsuit...
Microsoft stock has declined for six consecutive days due to renewed worries about the company's artificial intelligence spending. This drop marks the longest losing streak for Microsoft since March 2020. The concerns come shortly after Microsoft int...
The IPO market is seeing a shift from the traditional FAANG companies to a new group dubbed MANGOS, which includes Meta (or Microsoft), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Several of these companies are planning to go public soon, presenti...
