Microsoft Corp

Software stocks have been crushed but there could be a light at the end of the tunnel.

Nebius Group (NasdaqGS:NBIS) has secured multi year AI cloud infrastructure contracts with Meta and Microsoft. The company is expanding data center capacity to support growing demand for next generation AI workloads. Nebius is reshaping its financial model through upfront payments and customer financing from enterprise clients. Nebius Group, listed as NasdaqGS:NBIS, focuses on AI focused cloud infrastructure that supports large scale training and inference workloads. Its recent agreements...

Microsoft has rarely seen these valuation levels over the past decade.

The fund sold some of its top-performing stocks, including European luxury goods companies, to invest in beaten-down software stocks. In recent weeks, it has targeted Microsoft Corp, accounting software firm Intuit Inc and tech giant SAP SE, according to Chief Investment Officer Doug Tynan.

Artificial intelligence is supercharging Amazon's industry-leading cloud business.

Block, the company behind Square, Cash App and Afterpay, is cutting its staff by 40%. The reason: “intelligence tools,” according to a letter to shareholders by co-founder Jack Dorsey.

Quarterly revenue topped expectations, but a wider-than-expected adjusted loss and weaker operating income pressured the stock.

PALO ALTO, Calif., February 26, 2026--Intapp announced the winners of its Partner Forum 2026 Awards

Sandisk's stock has risen over 1,700% since it was spun off from Western Digital one year ago.

Nvidia’s shares fell 5.5% despite record income as investors' high expectations for AI bellwethers continue to create a difficult bar for companies to clear. One particular problem, notes Heard columnist Dan Gallagher, is that the company’s runaway success could be seen as a sign of the destabilization to come, given the massive amounts of capital-spending filling its coffers are financially weakening the world’s largest companies from Amazon to Microsoft. The Nasdaq and S&P 500 both declined following Nvidia's slide, while the Dow Jones Industrial Average remained relatively flat and Treasury yields inched lower.

CoreWeave beat Wall Street estimates for  quarterly revenue on Thursday, benefiting ‌from the artificial intelligence boom ‌that has driven companies to its platform for ​the massive computing power needed to train and deploy advanced AI models. The ⁠company has benefited from intense demand for high-performance computing infrastructure, ⁠a market it serves by offering large-scale access to Nvidia's most advanced graphics ​processing units. CoreWeave ​has positioned ​itself as a ‌more specialized and cost-effective alternative to the cloud divisions of Amazon, Google and Microsoft, attracting clients ranging from AI labs to large enterprises.

Dell forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial ‌intelligence-optimized servers, sending its shares up around 11% in extended trading. The company ‌also announced a 20% hike in its cash dividend and an additional $10 billion for its share repurchase ​program. Big Tech firms, such as Alphabet, Microsoft, Amazon and Meta, are expected to spend at least $630 billion to build AI infrastructure this year, which would boost demand for vendors like Dell and rival Super Micro Computer.

Exceeds high-end of second-quarter guidance on revenue and profitability metrics Second Quarter Highlights Revenue grew 26% year-over-year to $815.8 millionAnnual Recurring Revenue ("ARR") grew 25% year-over-year to $3,359 millionOperating cash flow grew 14% year-over-year to $204.1 millionFree cash flow grew 18% year-over-year to $169.1 million SAN JOSE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS), the leader in cloud security, today announced financial results for its

Intuit forecast third-quarter profit below Wall Street estimates on Thursday, as it anticipates higher marketing spending ‌to attract more customers during the U.S. tax season. Shares of the ‌company fell around 3% in extended trading. The third quarter is typically Intuit's strongest, as the tax ​season boosts demand for the company's financial management tools such as TurboTax, Credit Karma, and QuickBooks.

Nvidia and other chip stocks are still going strong, but don’t forget about those sizzling small-caps, industrials, and foreign markets.

MCLEAN, Va., February 26, 2026--Yesterday, The Media Trust (TMT) convened the inaugural meeting of its Product Advisory Council, bringing together senior leaders from across the advertising technology ecosystem to advance coordinated action against escalating digital threats.

Insightful Moves in the Fourth Quarter of 2025

A global shortage of gaming chips could last until the end of this year, an Nvidia ‌executive has said, signaling more pain for the video game ‌industry that is already buckling under weak sales due to slowing consumer demand. Nvidia expects ​the supply constraints to hurt its gaming business in the current quarter and beyond even as the chip giant sees strong demand, Nvidia finance chief Colette Kress said on the company's quarterly earnings call ‌on Wednesday.

Stifel applied technology analyst Ruben Roy — alongside D.A. Davidson head of technology research Gil Luria — explores what the next catalysts could be for AI hyperscalers, such as Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Growth stocks are under pressure as investors question the payoff of aggressive spending plans.

Feb 26 (Reuters) - The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments, as surging memory chip prices drive up device

First, the ETF, trading under the ticker IGV, has carved out what looks like a near textbook double bottom, occurring almost precisely at the lows it hit April 7, after President Donald Trump unveiled his so-called Liberation Day tariffs. This month formed a bullish relative strength index divergence, with the RSI making higher lows even as prices pushed to lower lows.

One of the most popular NASDAQ-heavy ETFs, Invesco QQQ Trust (NYSEARCA:QQQ) is sitting around $605 with a 0.46% dividend yield, but there is an important flag in that nobody buys QQQ for income. The 10-year Treasury is sitting at 4.04%, and core PCE inflation is running at 2.22% year-over-year. That yield gap is the whole ... QQQ Pays Nothing, But Still Fits Into a 2026 Portfolio Built for Total Return

AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.

These AI giants have massive backlogs in cloud computing but have seen their share prices drop 20% or more from their highs.

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 4.3% in the morning session after it reversed initial post-earnings gains as investors digested its stellar fourth-quarter report.

Nvidia stock fell more than 4% Thursday, despite strong Q4 earnings results.

The Nasdaq Composite fell 1.7% in late-morning trading Thursday, the S&P 500 dropped 1%, and the Dow

Meta Platforms deepens its AI push with AMD GPU deal, nuclear power pacts, and up to $135B in 2026 capex as it races to scale infrastructure and ad growth.

Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.

HCLTech, (NSE: HCLTECH) (BSE: HCLTECH) a leading global technology company, will showcase how the next era of telecom, media and technology (TMT) is being built on AI–native architectures and industry convergence, at Mobile World Congress Barcelona 2026. HCLTech will bring together senior industry leaders, hyperscaler partners, academics and innovators to highlight how intelligence, scale and ecosystem collaboration are powering sustainable AI–driven growth for the TMT sector.

Investors are shifting from hype to execution, and Vertiv stands out.

This SaaS provider delivers cloud, AI, and analytics solutions to streamline insurance workflows for carriers and automotive clients.

It's important to stay current in the markets, says this veteran Wall Street mind.

A down day for the stock market quickly snowballed into a full-blown selloff. The Nasdaq Composite dropped 1.9%. The S&P 500 fell 1.2%. The Dow was down 200 points, or 0.4%, after starting the day higher.

Kicking off earnings reports for quantum computing stocks, IonQ reported Q4 profit and revenue that topped views amid an acquisition spree.

This industrial firm provides engineered infrastructure and ag solutions to global clients across public and private markets.

An independent industry analysis conducted by Hawkins Group (full report: https://rhawkinsgroup.com/wp-content/uploads/2026/02/Permuta-Industry-Comparison-rdhjr.pdf) affirms that Permuta's DefenseReady™ platform delivers a differentiated, enterprise-grade solution purpose-built for Department of Defense human capital and workforce management requirements. The report benchmarks DefenseReady against leading alternatives and confirms its compliance with stringent federal and defense security standa

Looking at forward valuations, the premium investors were paying for the mega caps has faded — and they’re now willing to pay up for household goods and pantry fillers.

Fabrinet surges as AI capex fuels record highs, while Fiverr sinks on weak 2026 guidance and sharp estimate cuts. What's driving the split?

Microsoft signals a willingness to collaborate with Elon Musk’s business ecosystem. Could that pragmatism reshape sentiment around MSFT stock?

BOSTON, February 26, 2026--NWN, the leading AI-enabled managed services provider, today announced major enhancements to its Intelligent Cloud services, delivering the operational foundation organizations need to support AI adoption at scale. The expanded offering combines AI-powered managed services, unified visibility through NWN’s patented Experience Management Platform (EMP), and expert-led cloud modernization to help enterprises move faster and operate with greater confidence across AWS, Mic

TOKYO, February 26, 2026--FUJIFILM Business Innovation has entered into a share transfer agreement with ETG Global Information Technology Services Inc. (Headquarters: Istanbul, Turkey; hereinafter, ETG Global) to strengthen its IT talent base and accelerate global expansion in its ERP system sales and implementation support business1. On March 2, ETG Global will change its company name to FUJIFILM ETG Global Inc. and commence business activities.

CHICAGO, February 26, 2026--BDO USA has been recognized as a Microsoft Frontier Partner through the Microsoft AI Cloud Partner Program.

NVDA smashes Q4 estimates with a 73% revenue surge, booming data center sales and a bold $78B outlook, signaling AI demand remains red-hot.

No matter how transformative AI is, the sector faces two main challenges to its growth in the US. Both are political in their own ways. That puts hundreds of billions of dollars at risk, at least temporarily. And, it means risk for companies like Meta (NASDAQ: META) and Amazon (NASDAQ: AMZN) There is a series ... Will Regulating AI Cripple AI Stocks?

Contingent deal could make Amazon the largest investor in OpenAI's latest funding round.

Research Solutions (NASDAQ: RSSS), a leading provider of AI-powered scientific research tools, announced the launch of Scite MCP, which enables researchers and developers to search scientific literature and evaluate the trustworthiness of research findings without leaving the AI tools they already use.

CoreWeave is expected to post triple-digit revenue growth, but investors are watching debt levels, Nvidia exposure and insider selling.

Nvidia (NVDA) Climbs as Upbeat Outlook Lifts Mag 7 While Peers Trade Lower

Investing.com -- Raymond James told clients in a note Thursday that software shares appear to be finding their footing after a steep two-month selloff, with the S&P 500 Software Industry Index attempting to stabilise near “major technical support.”

Digital Turbine recently appointed Ben John, a veteran ad tech and AI executive with experience at Microsoft, Xandr, and AppNexus, as Chief Technology Officer to lead global engineering, product architecture, and AI-driven development. This leadership change comes alongside recent improvements in revenue, EBITDA, and margins that management links to AI and machine learning integration across the platform. We’ll now examine how Ben John’s AI and advertising platform expertise could influence...

Wedbush Calms Disruption Fears

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

Lee Spots Capitulation Signs

U.S. stock index futures were muted on Thursday as Nvidia's stellar quarterly results garnered a lukewarm response from investors and downbeat earnings from software company Salesforce weighed on ‌sentiment. Nvidia inched 0.6% higher in premarket trading after the chipmaker posted better-than-expected results for the January quarter ‌and forecast current-quarter revenue above market estimates. "The needle has clearly shifted when it comes to what its going to take to convince investors ​that the billions being poured into AI infrastructure will pay off," said Raffi Boyadjian, lead market analyst at Trading Point.

Amazon.com (AMZN) will base its decision on whether to invest up to $50 billion in Microsoft-backed

Electricity grids that rely on wind or solar must build backup that, unlike these sources, is not intermittent. That's expensive

Nvidia now makes more revenue in a single quarter than most other chip companies generate in an entire year. Nvidia projected an even higher growth rate for the current quarter, and that forecast actually beat Wall Street’s consensus target by the widest range in two years, according to FactSet data. Nvidia’s share price has gone through other periods of turbulence over the past three years, as investors have sporadically worried about blowout AI spending creating a bubble that could suddenly burst.

Wayve plans international robotaxi rollout with Uber as new funding supports expansion of its AI driving platform.

The people who know Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla best are telling a worrisome story.

With the stock down 30%, this 12-year tenured director just bought $2 million worth of shares on the open market.

Norway’s $2 trillion wealth fund is reviewing its ethical framework after decisions on U.S. and Israeli companies drew ire from the Trump administration.

The group reported for 2025 the worst annual fall in its key top-line metric since the Covid-19 pandemic and projected further declines this year.

Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. Click for more on Market Outlook.

Joe Terranova of Virtus Investment Partners recommended TJX, which reported upbeat fourth-quarter results on Wednesday, Feb. 25.

WPP plans to cut £500m in costs as part of a major overhaul unveiled by the advertising giant’s new boss.

Here are five key things investors need to know to start the trading day.

Current performance of the company created by Sir Martin Sorrell described as “disappointing”

Mohamed El-Erian and Moody's warn of AI "tears" and debt "accidents" at Meta and Oracle as a "rational bubble" at Nvidia and Microsoft grows.

Moody's Ratings revealed that the five leading hyperscalers, Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Microsoft Corp. (NASDAQ: MSFT) and Oracle Corp. (NYSE: ORCL), have racked up $662 billion in future data center lease obligations that remain off their balance sheets.

The private investment firms of Leon Cooperman and the Walton family disclosed bold stock buys last quarter.

Who are you going to believe, a viral essay about an AI doomsday or the last 150 years of history?

Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.

The U.S. Energy Department announced its largest-ever loan of $26.5 billion on Wednesday to bolster electric power in Georgia and Alabama, delivering over $7 billion in electricity cost savings.

Microsoft (NasdaqGS:MSFT) has appointed Asha Sharma as the new head of Microsoft Gaming, following the retirement of longtime Gaming CEO Phil Spencer. Sharma is setting a fresh direction for Xbox with a focus on integrating AI tools into game development, while stressing human creativity and responsible use of AI. The leadership change is part of a broader effort to refine Microsoft’s gaming platform strategy and the role of AI across its content and services. For investors tracking...

https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi 

The most searched is one of Warren Buffett's favorites.

Sen. Bernie Sanders warned that AI could eliminate up to 100 million U.S. jobs and deepen inequality, targeting tech leaders.

The software sell-off has set up some good buying opportunities.

Nvidia CEO Jensen Huang said he is confident Big Tech's nearly $700 billion AI capital spending boom will continue as "compute equals revenues," highlighting strong demand visibility into 2027 alongside the company's 73% revenue surge and upbeat first-quarter outlook.

Amazon's plan to invest up to $50 billion in OpenAI could depend on whether ‌the AI developer goes public or achieves an artificial ‌general intelligence (AGI) milestone, The Information reported on Wednesday, citing people familiar ​with the matter. Under terms still being negotiated, Amazon would invest $15 billion upfront, with an additional $35 billion contingent on Microsoft-backed OpenAI hitting an AGI milestone or pursuing an IPO, according ‌to the report. Additionally, ⁠SoftBank and Nvidia each plan to invest $30 billion in three installments over the year as ⁠part of the funding round, the Information added.

Amplitude's new AI analytics platform could be a game changer.

Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.

Kicking off earnings reports for quantum computing stocks, IonQ reported Q4 profit and revenue that topped views amid an acquisition spree.

Nvidia on Wednesday reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling.The company forecast the current quarter's revenue at $78 billion, plus or minus two percent -- comfortably above the roughly $72 billion Wall Street had been expecting, and a figure that analysts said would go a long way toward silencing doubts about the durability of AI in

STORY: U.S. stocks ended higher on Wednesday, with the Dow gaining about six-tenths of a percent, the S&P 500 adding eight-tenths of a percent and the tech-heavy Nasdaq climbing roughly one-and-a-quarter percent.The tech-led rally came as markets near the end of a tumultuous month marked by concerns over massive AI spending and disruption among software and other companies.Brian Mulberry is chief market strategist at Zacks Investment Management.“We're seeing a little bit of a recovery in the software stocks leading the Nasdaq a little bit higher. I think we've kind of gotten to a realization that software isn't dead, and that's evidenced by a deal that was announced yesterday, Anthropic actually working directly with Microsoft, giving them 10 new plug-ins to some of their programming that Microsoft can then use in their agentic platform on the Azure cloud business.”Stocks on the move Wednesday included AI powerhouse Nvidia, whose quarterly results have become a focal point for investors. Shares of the chipmaker closed almost a percent and a half higher and climbed further in extended trading after the company forecast first-quarter revenue above market estimates.Other movers included taser-maker Axon Enterprise, which jumped more than 17% after the company beat fourth-quarter profit estimates.On the flip side, shares of GoDaddy tumbled more than 14% after the internet services provider forecast annual revenue below Wall Street expectations.

Much has been made of AI cloud giants like Amazon.com, Microsoft, and Alphabet extending their depreciation schedules on AI servers from four years to six years, saving on cost-of-revenue in the near term.

On Monday, "Big Short" investor Michael Burry, known for his high-profile bet against the U.S. housing market, said that today's artificial intelligence surge, led by Nvidia Corp (NASDAQ:NVDA), could follow a boom-and-bust pattern similar to the 1920s radio craze. AI Boom Compared To RCA's Historic Collapse Burry over the weekend drew parallels between the current AI frenzy and the speculative surge around Radio Corporation of America nearly a century ago. "In the 1920s there was radio mania foc

Zoom is ​increasingly squeezed by rivals such as Microsoft's Teams and Alphabet's Google Meet, which come bundled with broader workplace suites that often make them cheaper for enterprise customers. Despite a push to diversify ‌its offerings, Zoom ⁠has been grappling with slowing growth as pandemic-era work-from-home arrangements decline and employees return to offices. While ⁠its enterprise business has shown resilience, the online segment, which serves individual consumers and small businesses, has remained a weak spot.

Jensen Huang delivered a 73% revenue surge while quietly dumping $12.8 billion into Groq, proving that when you own the factories of the industrial revolution, you set the price for everyone else

Chipmaker Nvidia forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial intelligence processors amid widespread scrutiny of massive AI investments. The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, ‌compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG. Investors are looking to Nvidia's results to gauge whether the hundreds of billions of ​dollars that Big Tech is pouring into data center infrastructure are paying off.

NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year agoRecord quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year agoRecord full-year revenue of $215.9 billion, up 65% SANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the pre

Dividend stocks generate passive income even when the market is falling.

US equities rose for the second straight day on Wednesday, with technology outperforming other secto

Justin Kramm, a Cannes Grand Prix-winning creative director whose career includes global campaigns for Nike, Red Bull, Intel, and Microsoft, has launched Shitshow Creative, a global collective of comedians, filmmakers, and designers helping mission-driven brands tell stories people actually want to watch.

Everpure (NYSE: PSTG), the company revolutionizing storage and data management, today announced financial results for its fiscal fourth quarter and full year 2026 ended February 1, 2026.

Becoming the world’s top revenue generator strengthens Amazon’s story, yet heavy AI capex keeps valuation risks in focus.

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

His latest SEC filing reveals that the venture capitalist's hedge fund sold its entire stock portfolio last quarter.

Vanguard stands as the premier provider of exchange-traded funds (ETFs) and mutual funds, delivering low-cost access to virtually any investment objective an investor may have. Its index-based approach minimizes fees while covering broad markets, sectors, and styles with transparency and efficiency. With seemingly endless options available across its lineup, investors face a wide array of ... Why Smart Investors Are Loading Up on This Top Vanguard ETF Right Now

Software stocks are in bear market territory with some of the industry’s biggest names about to report earnings. What to expect next.

The scale of Microsoft’s latest connectivity numbers stopped me in my tracks before I even reached the AI details. The company now says it has extended internet connectivity to more than 299 million people around the world, topping its pledge to reach 250 million by the end of 2025, including over ...

US benchmark equity indexes were higher intraday amid a surge in the technology sector as investors

Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.

Tender Deal Signals Investor Confidence

AI Panic Fades: Microsoft Shares Edge Higher Amid Optimism

Representatives of firms including Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Google parent Alphabet Inc. are expected to attend a March 4 event with the president, a White House official said. Others on the invite list include Elon Musk’s xAI Corp., Oracle Corp. and OpenAI Inc.

Intel (NASDAQ:INTC) has earned the right to be taken seriously again after a multi-year dry spell that caused the previous CEO to start “fasting and prayer sessions” for the company. Just about a year later, the company made remarkable gains, and INTC stock has rallied with the optimism. It’s not all sunshine and rainbows, though. ... Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?

Even if you are a stock market newbie, there is a better than good chance you know that VOO sits at the center of nearly every personal finance conversation online, not because it is flashy, but because it works. Vanguard S&P 500 ETF (NYSEARCA:VOO) has become the default answer to almost any investing question, from ... VOO Has Made Millionaires, But Its 1.1% Yield Worries Retirees

- Conference Call

Samsung Electronics on Thursday launched its flagship Galaxy S26 smartphones with higher prices for some models in the ‌United States and South Korea, testing demand as soaring memory chip costs ‌pressure margins. The rollout, which integrates Perplexity's AI features along with Google's Gemini and an upgraded ​Bixby, follows Samsung's loss of smartphone leadership last year to Apple, which benefited from strong iPhone demand in China and India. A global push by firms such as Meta, Google and Microsoft to build AI infrastructure has absorbed much ⁠of memory supply, lifting prices as chipmakers prioritise higher-margin data centre components such as high-bandwidth memory chips over consumer devices.

Fresh capital includes $1.2 billion from Eclipse, Balderton and SoftBank, plus a $300 million Uber commitment to launch London robotaxis.

Rising artificial intelligence infrastructure budgets, as well as breakthroughs from generative AI models, have triggered a historic drop in software stocks lately.

AI chip giant Nvidia's quarterly earnings report could reinforce expectations for strong growth in businesses supplying data centers and amplify concerns about a deluge of industry-disrupting AI innovations on the horizon.

PITTSBURGH, February 25, 2026--Profitmind, today announced a $9 million Series A financing led by Accenture Ventures.

The White House plans to host leading data center and artificial intelligence companies including ‌Microsoft, Anthropic and Meta Platforms in early March to formalize a ‌deal to shield consumers from rising electricity costs, according to two sources familiar with the ​plans. The meeting is expected to advance an initiative President Donald Trump unveiled during his State of the Union address on Tuesday, in which he said he had told major technology firms they must build their own power plants to run ‌the rapidly-expanding fleet of ⁠data centers and other artificial intelligence infrastructure.

Company says Azure margins improving as investors debate AI spending pace.

Nvidia Earnings Loom as AI Rally Faces Crucial Test

Hyperscalers are abandoning the asset‑light era as AI spending drives capex toward record levels, squeezing free cash flow and reshaping Big Tech's capital‑allocation model.

During his State of the Union address, President Trump announced a "ratepayer protection pledge" requiring Big Tech AI developers to fund their own energy usage.

ADBE expands AI partnerships and embeds Firefly and Acrobat AI to revive growth as shares slide 27% YTD amid fierce Microsoft and Alphabet rivalry.

IonQ’s Golden Dome contract eligibility boosts its defense profile, but lofty valuations keep the quantum stock a high-risk, high-reward bet.

HSBC believes enterprise software “will not be threatened by AI.” Rather, AI will be embedded within software platforms, the analyst tells investors in a research note titled “Software Will Eat AI.” The firm says enterprise software companies have been “doing the heavy lifting of designing, vibe-coding, and beta testing of embedded agents.” HSBC points out that software valuation levels are at “historic lows, even though the sector is poised to expand massively.” Software vendors are best suited

https://www.politico.com/news/2026/02/25/canada-openai-failure-mass-shooting-00798375

AI stocks have been volatile with earnings reports due from Nvidia, CoreWeave, Snowflake and Salesforce. Here's what could move shares.

“Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. After powering the market higher for much of the past few years, Nvidia shares have gone cold in recent months, rising just 3.8% since the start of the fourth quarter, as investors question the hundreds of billions of dollars customers like Alphabet Inc. and Microsoft Corp. are spending on AI.

Microsoft and fellow hyperscalers ramp AI spending as agentic AI shifts from chat to action, spotlighting new disruptors like Monday.com.

The Poland Data Centers & Cloud Infra Market presents opportunities in hybrid cloud adoption and renewable energy integration. A growing number of enterprises are shifting to hybrid solutions, offering providers chances to deliver flexible, cost-efficient services. Investment in renewables will lower data center costs, aligning with environmental goals.Dublin, Feb. 25, 2026 (GLOBE NEWSWIRE) -- The "Poland Data Centers & Cloud Infra Market" report has been added to ResearchAndMarkets.com's offeri

Nvidia was involved in a $1.2 billion fundraising for Wayve, the autonomous driving company said on Wednesday. The chip maker formed part of the Series D funding round for the company, which builds software and artificial-intelligence models for robo-taxis.

NEW YORK, February 25, 2026--Structured today announced the general availability of its AI-native Partner Marketing Execution Platform (PMEP), purpose-built to transform how global enterprises activate and scale partner ecosystems. Microsoft has deployed the platform across its global partner network, validating the system at one of the largest and most complex channel environments in the world.

https://www.foxnews.com/politics/scoop-trump-brings-big-tech-white-house-curb-power-costs-amid-ai-boom

Digital Turbine, the global leader in growth solutions for the mobile ecosystem, is excited to announce the appointment of Ben John as the company's Chief Technology Officer. Joining the company at a period of accelerating growth, Ben will lead DT's global engineering, product architecture, data-first scaling, and AI-driven development to support its momentum.

There are several grim assessments about how many jobs AI will eliminate in America. Large consulting firms say they will not hire people without AI experience. Accenture and KPMG say promotions will be based on whether people can use their AI tools. At a law firm, entry-level associates will find few jobs. Microsoft (NASDAQ: MSFT) ... AI’s Future, What To Do When You Get Fired?

Volatility Ahead

Stock Market Today: The Dow Jones index rose Wednesday ahead of Nvidia earnings. First Solar stock plunged on downbeat revenue guidance.

Moby summary of ExlService Holdings, Inc.'s Q4 2025 earnings call

https://www.wsj.com/articles/thrive-capital-bought-shares-in-openai-at-a-fraction-of-current-valuation-talks-cfdeccf4?mod=Searchresults&pos=1&page=1

Market skeptical of Zoom Communications' (ZM) Q4 earnings; previous beats & AI integration vs competitors challenged by enterprise AI spend.

Taiwan Semiconductor Mfg aka TSMC crossed $2T as Nvidia's AI surge accelerates chip demand, reshaping the global tech hierarchy.

Benzinga readers share their predictions for Nvidia Q4 earnings. Readers were right 98% of the time in predicting last quarter's earnings.

Investors should seek out what the team referred to as AI incumbents, strong growers and high-quality names to take advantage of lower prices and momentum behind adoption of the technology. The investment case for AI adopters with high pricing power continues to strengthen, strategists including Andrew Pauker said. “Nearer-term AI adoption tailwinds help to offset longer-term disruption fears for impacted areas and for the overall market,” Pauker wrote.

Bill Gates "took responsibility for his actions" in a meeting with employees of the Gates Foundation, which had held fundraising discussions with Epstein.

Nvidia has been the best performer on Wall Street this year among tech's megacap companies.

Brampton, Ontario--(Newsfile Corp. - February 25, 2026) - DATA Communications Management Corp. (TSX: DCM) (OTCQX: DCMDF) ("DCM" or the "Company"), a leading Canadian provider of print and digital solutions that help simplify complex marketing communications and workflow, will announce its Fourth Quarter and Fiscal 2025 results the evening of Wednesday, March 11, 2026.The Company will host a conference call and webcast on Thursday, March 12, 2026 at 9:00 a.m. EST. Richard Kellam, President and...

Including further “milestone-based capital” commitments from Uber, Wayve said the total funds raised in this round would be $1.5bn.

Here's why hedge funds are bullish on these tech giants.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Nvidia hotly anticipated fourth-quarter earnings, slated for after the close of trading Thursday, is widely expected to jolt markets from their recent poor run and power stocks into a new round of gains on the tailwind of the artificial-intelligence boom. The undisputed leaders of the AI race, with a hammerlock on its most important component, the Blackwell processor, contracts with the biggest hyperscalers, and investments in both OpenAI and Anthropic, Nvidia sits at the epicenter of the world’s hottest technology and the markets biggest growth engine. At present, two of the biggest concerns weighing on investors are inexorably tied to the AI trade, and both are likely to be intensified by a blowout earnings report from Nvidia.

Meta strikes a deal to buy AMD chips, Trump’s State of the Union address, Alcoa’s plans to cash in on AI, and more news to start your day.

The technology stock trade has stumbled out of the starting block in 2026, stemming from pressure from artificial intelligence disruption fears and the allure of groups that have lagged, but the broader market may struggle to make substantial gains without the ‌heavyweight sector's help. Nvidia's quarterly report on Wednesday looms as the next test for tech, as questions are being raised about whether AI-related selloffs have been ‌too harsh and when there may be a turning point for under-pressure stocks. The semiconductor giant and world's largest company by market capitalization is an AI bellwether, whose results and outlook could ripple widely through the ​industry.

Traders are betting investments in the technology won’t pay off as investors become increasingly nervous about AI’s potential impact.

Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.

Nvidia's AI boom is pushing Meta and others to back AMD and custom chips, accelerating the rise of future competitors.

The latest investor updates on stocks that are trending on Wednesday

Joshua Brown picked Martin Marietta Materials as his final trade on CNBC's Halftime Report, while Joe Terranova chose KLA Corp and Jim Lebenthal picked Microsoft.

Japan's Fair Trade Commission raided Microsoft Japan's offices on ‌Wednesday as part of an investigation ‌into whether it improperly restricted customers of its ​Azure platform from using rival cloud services, a source with direct knowledge of the matter told Reuters. The FTC declined to comment, while Microsoft Japan did ⁠not immediately respond to a request for comment. The source said Japan's antitrust authorities would ​also be ​seeking clarification from ​Microsoft's parent company ‌in the United States.

"The accounting liability is unlikely to reflect certain plausible future scenarios," Moody's said about Meta, Amazon, Alphabet, Oracle and Microsoft.

Wayve said the round, led by venture capital firms Eclipse Capital, Balderton Capital and a SoftBank Group fund, pushes its post-money valuation to $8.6 billion.

CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year

British robotaxi startup Wayve announced on Wednesday it had raised $1.5 billion in fresh funding to bolster its global robotaxi operations, pushing the Microsoft and Nvidia-backed company's valuation to $8.6 billion.

The Market’s AI Obsession Is Starting to Bring Out the Bears

Microsoft (NasdaqGS:MSFT) announced the retirement of Phil Spencer as head of Microsoft Gaming. Asha Sharma, previously involved in Microsoft's AI division and senior roles at other large tech firms, has been appointed CEO of Microsoft Gaming. The Xbox division is set for a new direction with a focus on high quality, human crafted games. For investors watching Microsoft (NasdaqGS:MSFT), this change touches one of the company’s most visible consumer businesses. Gaming sits alongside...

CrowdStrike recently faced heightened investor scrutiny after Anthropic launched its Claude Code Security AI tool, sparking sector-wide concerns about whether new AI-first offerings could displace parts of the existing cybersecurity software stack. At the same time, CrowdStrike has been expanding its ecosystem reach through moves such as NordVPN adopting its threat intelligence and the Falcon platform becoming available in the Microsoft Azure Marketplace, underscoring how deeply embedded it...

https://www.ft.com/content/9c493391-9ce0-4d6d-927b-9c2fc45a2c1f

Microsoft (MSFT) stock has lost about 20% year to date, at the time of writing, Tuesday afternoon, Feb. 24, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 0.7% in the same period. The stock crashed following its Q2 fiscal year 2026 earnings report on January 28. ...

President Trump announced a "Rate Payer Protection" plan requiring major tech companies to generate their own electricity for AI data centers to prevent rising consumer power bills amid surging U.S. energy demand.

President Trump praised tech companies for promising to pay more for electricity needed to run their AI data centers, officially announcing the “rate payer protection pledge” that he has negotiated. “This is a unique strategy never used in this country before,” he said during his State of the Union address Tuesday, citing an aging power grid and surging demand as drivers of the approach.

While the speech tread on policies and goals, there were little new initiatives from the U.S. President.

Major automakers, tech giants, AI companies, and chipmakers are all trying to get a piece of Wayve.

The London-based company will be valued at around 8.6 billion dollars (£6.4 billion).

Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race. The ‘Sinister’ Accounting Trick Burry, in an X post, targeted a group of Big Tech companies, including Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META), accusing them of “understating depreciation” to protect their botto

Stifel vice president of portfolio strategy Thomas Caroll joins the Market Domination team to address Big Tech's rising capex spending on AI and define which companies are the biggest winners in AI hardware and which are the losers in AI services. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Anthropic (ANTH.PVT) is showing investors that artificial Intelligence (AI) isn't about replacing software. Yahoo Finance Technology Editor Dan Howley joins Yahoo Finance host Josh Lipton to discuss the company's new partnerships and plugin features that integrate its AI tools with apps like Google's Gmail (GOOG, GOOGL) and Microsoft Excel (MSFT). To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Microsoft stock edged higher from 10-month lows after some reassurance from AI models provider Anthropic.

STORY: Meanwhile, tech stocks have been "a mixed bag," Mussio said, with most falling - including Microsoft, Nvidia, Meta Platforms and Amazon.He added that "it is worth noting" that companies such as Nvidia and Microsoft have market caps bigger than some entire sectors, "like energy, for example.""And so I think it's just a really good reminder for investors to be diversified, not just across asset classes... but within the asset classes," he said, and to have some exposure to the "boring sectors" that offer diversification from Big Tech.

Artificial intelligence capabilities offered by Amazon-backed (AMZN) Anthropic won't displace softwa

Acquisition Expands Climb’s Reach in Greece, Malta, Bulgaria and Cyprus and Advances Pan-European Microsoft Distribution Strategy Transaction Expected to be Accretive to Earnings and Adjusted EBITDA EATONTOWN, N.J., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Climb Global Solutions, Inc. (NASDAQ:CLMB) (“Climb” or the “Company”), a value-added global IT channel company providing unique sales and distribution solutions for innovative technology vendors, has completed the acquisition of interworks.cloud (“In

Openlane operates a digital marketplace for used vehicles, serving dealers and commercial clients across North America and Europe.

Trump administration seeks non-binding pledges from Microsoft and Alphabet to ensure AI-driven data center growth doesn't increase consumer electricity costs.

Employee tender offer lifts valuation from $106.7 billion as 2025 volume hits $1.9 trillion.

The $1.2 billion Series D round was led by Eclipse, Balderton and SoftBank Vision Fund 2

Asia-Pacific markets rose, tracking Wall Street gains after after investors' concerns around AI disruption to select industries eased.

Anthropic showcased cooperation with some software vendors recently hammered by its AI product roll-outs. Software stocks climbed.

While the financial media has been focused on the broader tech meltdown, MSFT stock just emitted an unusual beacon that could point to a quick upside opportunity.

While market skeptics are quick to scream "bubble"at any sign of concentrated market leadership, the underlying fundamentals of today's tech titans tell a more nuanced story.

Megacap growth stocks are underperforming the S&P 500 in 2026.

Microsoft Highlights AI Margins Amid Rising Capex Spending

The moves come after U.S. equities rose on Tuesday as fears of artificial intelligence disruption eased.

Anthropic launched an AI tool that automates COBOL modernization, challenging IBM's long established mainframe services business. IBM responded by stressing the resilience, security and integration needs of mission critical enterprise systems that go beyond code translation. At the same time, IBM announced a new partnership with Deepgram to bring advanced voice AI into its Watsonx generative AI platform for enterprises. For investors watching NYSE:IBM, this news affects a core part of the...

The Linux Foundation Member Summit -- The Linux Foundation, the nonprofit organization enabling mass innovation through open source, today announced the launch of the React Foundation and the contribution of the React project by Meta Platforms, Inc. to the Linux Foundation. The React Foundation will support the React project, which includes React, React Native, and other supporting components, helping accelerate momentum for the React project as one of the world's most widely adopted open source

SOUN is set to report Q4 results after 68% revenue surge and raised outlook. Can enterprise AI momentum offset automotive softness and rich valuation?

Nvidia is the sole member of the so-called Magnificent 7 group of stocks to have posted gains year-to-date.

Anthropic showcased cooperation with some software vendors recently hammered by its AI product roll-outs. Software stocks climbed.

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.

Advanced Micro Devices' (AMD) shares rose Tuesday after the chipmaker agreed to deploy up to 6 gigaw

Last quarter, Microsoft (NASDAQ:MSFT) delivered a strong earnings beat, but one number overshadowed everything else: $29.88 billion in capital expenditures (CapEx) for Q2 FY2026, the quarter ended Dec. 31, 2025. That figure, reported in Microsoft’s 8-K filed Jan. 28, 2026, represents a 89% increase year-over-year from $15.80 billion — a near-doubling in a single quarter ... Microsoft’s $83.09 Billion Decision Could Shape What Happens Next

The artificial-intelligence start-up shows off its chatbot’s latest capabilities during a virtual event Tuesday. Stock markets have been impacted by AI disruption fears.

AAPL's Services arm gains steam with MLS streaming, exclusive Arcade launches, Podcast upgrades and record revenues, but faces rising competition.

The U.S. Coast Guard Office of Emergency Management and Disaster Response (CG-OEM) has officially selected PRATUS® as its enterprise incident management platform, marking a significant milestone in the Service's Force Design 2028 modernization strategy. Built on Microsoft Azure Government and integrated with Microsoft 365, PRATUS will transform how the Coast Guard coordinates complex emergency operations.

Meta Platforms (NasdaqGS:META) has entered a multi year AI chip partnership with AMD, centered on AMD Instinct accelerators. The agreement includes more than 6 gigawatts of AI compute capacity and a performance based equity component that could give Meta up to 10% of AMD. The deal focuses on collaboration across next generation silicon, systems, and AI software platforms. Meta Platforms, trading at around $637.25 per share, is moving to broaden its AI infrastructure beyond a single supplier...

In 2026, Sales Force Automation technology is defined by execution, not record keeping. As sales teams are asked to deliver predictable growth with constrained resources, SFA platforms are being evaluated on how directly they improve productivity, forecast accuracy, and deal progression. Core capabilities such as pipeline management and reporting remain foundational, but ROI is increasingly driven by how effectively platforms translate insight into action.

Alliance Entertainment Holding Corporation (NASDAQ:AENT) is one of the most undervalued penny stocks to buy right now. On February 12, Alliance Entertainment reported earnings for FQ2 2026, which was marked by a net income of $9.4 million and an adjusted EBITDA of $18.5 million. Performance was particularly supported by a 33% surge in physical movie […]

CoreWeave and Microsoft are racing to power AI data centers, but their growth, risks and valuations point to different bets for investors.

Artificial intelligence model builder Anthropic on Tuesday is slated to host an event focusing on how its Claude family can be leveraged to deploy "agents" in enterprises.

For investors who want a single ticker to represent the entire investable world, the iShares MSCI ACWI ETF (NASDAQ:ACWI) is one of the most direct answers available. The promise is straightforward: one fund, global coverage, no active management. Whether that holds up depends heavily on what you actually need from it. What ACWI Is Designed ... The Global ETF Smashing The S&P 500 (SPY) Right Now Still Has a Surprising U.S. Problem

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The HIMSS Global Health Conference & Exhibition today announced an exceptional lineup of Anchor Exhibitors and Premier Supporters for HIMSS26, taking place March 9-12 in Las Vegas, Nevada.

Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals

It's time to deploy some cash into the market.

Microsoft (MSFT) has officially crushed its goal to connect 250 million people, reaching 299 million worldwide.

Microsoft, Alphabet and Amazon's AI CAPEX is set to hit $515B, easing funding fears as seasonality and sentiment signal a potential spring rally.

Big Move Ahead

Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the successful completion of a major data modernization program for CSX Corporation (NASDAQ: CSX), a leading rail-based freight transportation company. Built using Infosys Topaz™, an AI-first set of services, solutions and platforms using generative AI technologies, Microsoft Fabric and Microsoft Purview, the transformation is one of the largest deployments of its kin

The collaboration will help boost demand for Elon Musk's space company, which has contracts with the Defense Department and NASA.

With U.S. layoffs seeing rises lately, job security may be shaky. See the outlook and the one savings move, building an emergency fund, that can help.

Apple recently expanded its Houston operations, committing to produce Mac mini desktops and advanced AI servers in the U.S. for the first time, while opening an Advanced Manufacturing Center to train students, suppliers, and businesses in cutting-edge production techniques. This shift deepens Apple’s push into on-device AI and localized manufacturing, tightening links between its hardware innovation, U.S. supply chain resilience, and future workforce skills. We’ll now examine how Apple’s...

Series B, with participation from Databricks Ventures and others, to fuel continued product innovation in unlocking live, verifiable web data with enterprise-scale accuracy and completeness NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Nimble, the only real-time web search and data platform that’s trusted by hundreds of enterprises, today announced $47 million in Series B financing, bringing its total funding to $75 million. The round was led by Norwest, with participation from Databricks Ventures

Nvidia, a chip giant, is the key player in the AI boom.

Feb 24 (Reuters) - Advanced Micro Devices has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to

Wall Street closed lower on Monday, weighed down by tech stocks amid policy uncertainty and rising concerns over AI-induced disruption.

Meta and AMD are entering into a multiyear deal as part of the social media giant's massive AI buildout.

Meta and AMD are entering into a multiyear deal as part of the social media giant's massive AI buildout.

We recently published 10 Stocks Jim Cramer Talked About. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer talked about. Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 4% over the past year and by 18% year-to-date. The stock is down by more than 19% since the firm reported its fiscal second-quarter earnings. […]

BALTIMORE, February 24, 2026--Constellation Energy Corporation (Nasdaq: CEG) today reported its financial results for the fourth quarter and full year 2025.