The S&P 500’s rebound, led by Microsoft’s AI-driven growth, signals investor optimism around monetizing AI innovations.

On 12, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) co-founder and executive chairman Larry Ellison canceled a ...

Spending over $115 billion on capex, mostly for data centers and AI infrastructure in 2026, MSFT stock (and most of the Magnificent Seven) will be under close scrutiny as the market waits for an ROI ...

Microsoft stock rose 3.66% o Sept. 25, closing at $516.17 after the company unveiled a broad overhaul of its Copilot ...

Microsoft has consolidated its consumer and workplace Copilot assistants into a single enterprise-focused application. According to Bloomberg, the move marks a strategic retreat from the personal ...

Microsoft (NASDAQ: MSFT) announced a redesigned version of its Copilot AI platform, introducing three new capabilities: Home, Code, and Autopilot. The announcement was made by Jared ...

Microsoft is spending $200bn/year to expand data center capacity from 12GW to 31GW by 2030, but market skepticism persists.

Michael Burry ( Trades, Portfolio) is raising concerns that the huge AI infrastructure commitments being made by major technology companies could leave them exposed to future asset write-downs, ...

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates ...

Discover how rising oil prices and bond yields are shaping market sentiment and why Oracle (NYSE: ORCL) is drawing investor ...