Microsoft and Alphabet reported impressive cloud revenue growth despite rising Treasury yields nearing historic highs, which typically pressure high-growth tech stocks. Microsoft’s Azure revenue surpassed $100 billion with 43% growth, while Alphabet’s Google Cloud surged 82%, driving strong overall revenue gains. Microsoft benefits from a robust cash position reducing rate sensitivity, whereas Alphabet has increased debt and suspended buybacks, making it more vulnerable but currently cheaper in valuation. Investors will watch Microsoft’s ability to convert backlog into revenue and Alphabet’s return to positive free cash flow as key indicators amid ongoing rate concerns.
The Carillon Eagle Growth & Income Fund lagged behind its S&P 500 benchmark during the third quarter of 2026. Key contributors to the fund's performance included strong gains in Microsoft, driven by robust Azure cloud services and AI demand. Other to...
OpenAI has reduced its valuation target from $1.4 trillion to $1.25 trillion following pushback from private investors, coinciding with a sharp drop in public AI stocks. This $150 billion cut reflects growing investor caution as OpenAI seeks up to $3...
Microsoft's Azure cloud service has surpassed $100 billion in annual revenue, with contracted demand rising 84% to $678 billion, signaling a potential $1 trillion cloud and AI franchise. Despite a recent stock dip, Microsoft beat revenue and earnings...
Microsoft's AI system, MAI-DxO, correctly diagnosed complex medical cases 83% of the time in simulations, more than twice the accuracy of generalist physicians who scored 36%. The system uses multiple AI agents that mimic a panel of doctors to questi...
Billionaire hedge fund manager Ken Griffin calls the current AI investment surge a bubble due to speculative excess and uncertain future demand. Despite his warning, his firm Citadel holds about $8.6 billion in major AI-related stocks including Amazo...
