Month: February 2018

The company sent owners a fortune in cash, yet the stock went backward. Here is the accounting on what that trade-off actually bought, and what it means now.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.

A ruling on model training could alter the cost of feeding copyrighted material into commercial AI systems.

Microsoft (NASDAQ:MSFT) Chief Financial Officer Amy Hood said the company’s broad technology stack, enterprise relationships and focus on trust position it to remain relevant as artificial intelligence reshapes software and cloud computing. Speaking at the Goldman Sachs Communacopia + Technology Co

Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.

Sixteen new Defiance ETFs would reset 2x leverage six times a session, which is more leverage than the SEC’s current 3x line in the sand

Shareholders shouldering big expenses tend to demand a big payoff.

UpDoc, an enterprise-ready clinical AI company developing physician-grade agentic AI, today announced it has been selected by the Advanced Research Projects Agency for Health (ARPA-H) as a lead performer in the Agentic AI-Enabled Cardiovascular Care Transformation (ADVOCATE) program, with an award of up to $9.2 million. Microsoft, OpenAI and NVIDIA join supporting the UpDoc-led team.

Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other way.

A veteran of Google and Microsoft engineering just called out the AI industry for celebrating a definition of human-level intelligence that most humans would never recognize, and the financial stakes riding on that definition run into the trillions.

GOOGL's high ROIC and surging Cloud growth stand out, but soaring AI capex is putting pressure on free cash flow and dulling the case for new buyers.

Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting to prove him right.

Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.

Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.