Microsoft's Q3 2026 earnings showed strong growth, adding 1GW of data center capacity and nearly doubling its cloud Remaining Performance Obligation (RPO) to $627 billion, signaling high demand for cloud services. Despite near-term margin pressure from AI investments and a weak PC market, Microsoft plans to expand its capital budget to $44 billion by Q4 2026 and continue growing through 2028 to support cloud infrastructure. The company is optimistic about long-term growth driven by AI advancements and custom silicon improving data center economics by fiscal year 2028.
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has been selected as the default investment for the new Trump Accounts program, which provides eligible newborns with a $1,000 Treasury contribution invested in this fund. SPYM tracks the S&P 500 ind...
Microsoft released a record 570 security patches for Windows, Office, and other products, citing AI assistance in uncovering more software vulnerabilities. Among these are two zero-day flaws actively exploited by hackers, including one affecting Wind...
The rapid growth of hyperscale data centers, driven by AI demand, is causing U.S. electricity consumption to surge after a decade of stagnation. Experts predict data centers will use 11-16% of total electricity by 2030, with investments in these faci...
The article compares two large-cap growth ETFs, SCHG and VUG, highlighting their similarities in holdings and investment approach. Despite these similarities, SCHG has outperformed VUG over a 10-year period, returning 412% compared to VUG's 372%. Thi...
Microsoft received a Sell rating from Citigroup analyst Tyler Radke, who lowered the 12-month price target to $570, signaling a 48% upside but cautioning investors. Meanwhile, other analysts from Mizuho and Wells Fargo maintained Buy ratings but also...
