Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of the most structurally important beneficiaries of the AI era, even if the sector rarely gets mentioned alongside Nvidia (NASDAQ:NVDA) or Microsoft (NASDAQ:MSFT). What ... Is This ETF the Safest Way to Benefit From AI?
Microsoft is increasing investment in its own state of the art AI models, including multi modal capabilities, reducing reliance on OpenAI. The company has announced a $10b AI investment and multi year partnership in Japan focused on infrastructure, cybersecurity, and training one million engineers by 2029. These moves reflect a shift in how Microsoft plans to secure its AI supply chain and expand its cloud AI footprint in key markets. Microsoft, traded as NasdaqGS:MSFT, is drawing fresh...
Global growth estimates are falling as inflation inches up with the energy shock. Some of the best bets may be Latin American bonds.
I expect Nvidia stock to soar 56% to $276 per share by late 2026.
I've stopped asking, "which AI company should I back?" Instead, I've started asking which problems the major players are ignoring.
(Bloomberg) -- Hon Hai Precision Industry Co. reported a 29.7% rise in quarterly sales, a sign of sustained AI demand during the first weeks of war in the Middle East. Revenue for the three months ending in March grew to NT$2.13 trillion ($66.5 billion), while analysts on average were looking for NT$2.14 trillion. That’s as concerns about a rush to build power-guzzling data centers are growing in the face of escalating conflict in the Middle East, which is putting pressure on global shipping rou
Microsoft Corporation (NASDAQ:MSFT) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted his worries around the stock, as he commented: Same goes for Amazon, Meta, Google, and Microsoft, which need data centers and can’t stop building them. Today wasn’t a bad […]
The tech giant is pursuing new research avenues that the company hopes will put its AI models on par with rivals.
It took a while, but Copilot may finally be on the right track.
Alaska Air Group recently appointed Lindsay-Rae McIntyre as chief people officer, tasking her with leading talent strategy, culture, and HR operations as the company expands its international footprint and integrates Hawaiian Airlines. Her deep background in global workforce management and diversity at Microsoft and IBM adds experienced leadership at a time when Alaska is rolling out new international business class services and managing operational headwinds in key leisure markets. Next,...
The very spending that has some investors clutching their portfolios turns out to be the smartest infrastructure bet since the original cloud build-out. In today’s AI-driven economy, hyperscalers are racing to wire the future. Yet many retail shareholders watch the headlines — $200 billion here, compressed cash flow there — and wonder whether the returns ... Amazon’s $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth
The computing landscape wouldn't be where it is today without this pioneer.
Microsoft's stock has been relentlessly sold off since late 2025.
Three other tech stocks could generate tremendous growth in the quarters to come.
It wasn’t long ago that counting on a mega cap tech stock to rise was a pretty safe bet, but that certainty has been turned on its head this year. The tech-heavy index has dropped 5.9% in 2026, partly from the uncertainty due to the Iran war. A tech selloff isn’t unusual when the market abruptly shifts into risk off mode, said John Belton, portfolio manager at Gabelli Funds.
Microsoft (NasdaqGS:MSFT) is committing a US$10b investment in AI and cloud infrastructure in Japan. The plan includes new AI data center capacity and partnerships with Japanese firms such as SoftBank and Sakura Internet. Microsoft aims to support training for 1 million Japan based engineers by 2029 and deepen cybersecurity cooperation with local authorities. For investors tracking Microsoft, this move extends the company’s cloud and AI footprint in one of the world’s largest technology...
Here comes Microsoft (MSFT) with one of its biggest global investments. The 50-year old technology giant, headquartered in Redmond, Washington, is boosting its global artificial intelligence push with a massive new investment in Japan, further signaling just how critical AI infrastructure has ...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks to Invest In According to Billionaire Steve Cohen. Steve Cohen has held a long-term bullish view on Microsoft Corporation (NASDAQ:MSFT). This is reflected in the 13F filings as well. The tech giant has featured in the 13F portfolio of the fund since the second quarter […]
Find insight on Microsoft, Meituan, LG Electronics and more in the latest Market Talks covering technology, media and telecom.
Nvidia Corp. (NASDAQ:NVDA) is helping robotics companies scale physical artificial intelligence into real-world industrial applications, introducing new models and frameworks in March designed to move AI systems from simulation into real-world deployment. CEO Jensen Huang said the shift marks the end of purely digital automation. "Every industrial company will become a robotics company," Huang said at Nvidia's GPU Technology Conference last month. His comments came as the chip giant's market val