Microsoft‘s MSFT aggressive datacenter expansion strategy presents both promise and pressure for investors evaluating the tech giant’s trajectory. The company’s first-quarter fiscal 2026 results revealed capital expenditures reaching $34.9 billion, substantially exceeding prior guidance, as management committed to increasing AI capacity by 80% this fiscal year and nearly doubling its datacenter footprint over the next ...
Key Points The streaming giant’s stock has seen enormous volatility over the years since its initial public offering in 2002. Shares have climbed 16% in the past five weeks, as investors may find the current valuation too good to pass up. Netflix faces much slower growth prospects now than it did in the past, adding ...
Listen to the audio version of this article (generated by AI). The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields fall, ask why… follow the earnings, not the multiple… how to invest in this market For nearly four months, ...
Key Points As Ford pulls back on EV ambitions, it plans a large overhaul of North American product. Bronco and Mustang will get some unique variations as consumer favorites. Ford is also strategizing ways to make more affordable models as average new car prices rise. 10 stocks we like better than Ford Motor Company › ...
Tesla, SpaceX, xAI… Luke Lango studied them all. What he found points to a far bigger opportunity. Editor’s Note: Elon Musk has big new plans for a major part of the AI industry. It’s the sort of epic strategic shift we’ve gotten used to from Musk. And if it works, early investors stand to make ...
As intelligence moves into cars, robots, and factories, a new supply-chain opportunity is forming underneath the headline brands Listen to the audio version of this article (generated by AI). When Tesla (TSLA) first put Grok in its cars last summer, the tech press wasn’t impressed. The AI could chat. It could answer trivia. It could ...
Key Points Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026’s third-largest primary follow-on offering, behind Alphabet’s $84.75 billion equity program and Intel’s $20 billion sale. Alibaba’s free cash flow was ...
Key Points Since its launch, Cathie Wood’s Ark Innovation ETF has performed roughly in line with the S&P 500. Wood and Ark Invest are known for making eye-catching forecasts. Wood has some clear misses in her forecasting history, but investors should approach the targets on an individual basis. 10 stocks we like better than Ark ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (September 2) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$76,706.03, trading 1.7 percent lower over the past 24 hours. Bitcoin price chart ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 31) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,895.39, trading flat over the past 24 hours. After falling at the start ...
