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Microsoft's AI Bet Faces New Scrutiny After Major Fund Cuts Stake
TCI Fund Management cut its Microsoft stake from 10% to 1%, citing AI risks. MSFT closed at $415.12. Azure grew 40% in Q3, but rising capex and competition raise questions.
Amazon Stock Faces Key Test: AWS Outage, AI Spending, Inflation Data
Amazon (AMZN) heads into a crucial week after an AWS outage and ahead of key inflation data. Q1 earnings revealed strong AWS growth, but surging AI spending and shrinking free cash flow raise concerns.
NVDA Nears Record Highs as AI Deals and Inflation Data Loom
Nvidia shares closed Friday near record highs after announcing major AI deals with IREN and Corning, as markets brace for inflation data and earnings.
Market Movers: RELX, Capricor, and Global Tensions Shape Trading
RELX drops 8.8% in a week, Capricor soars 387% annually, US-Iran tensions drive crude oil volatility, and other key market movers on May 10, 2026.
Saylor's Bitcoin Sale Hint Reshapes MSTR's Market Narrative
Michael Saylor suggests selling some bitcoin for dividends, a move that reframes Strategy's capital strategy without abandoning its crypto focus.
Energy Transfer Units Dip 1.24% Despite Record Volumes and Raised 2026 Outlook
Energy Transfer LP units slipped 1.24% to $19.34 on Friday, even as unitholders became eligible for a higher distribution. The company reported record volumes and raised its 2026 EBITDA forecast.
Paramount Skydance's $111B Warner Bros. Deal Faces New Regulatory Hurdles in California
California Democrats and press-freedom groups are urging regulators to scrutinize Paramount Skydance's $111 billion acquisition of Warner Bros. Discovery, citing job losses and editorial independence issues.
Spirit Airlines Grounding Offers Temporary Relief for Pratt & Whitney Engine Shortage
Spirit Airlines' grounded A320neo fleet is releasing Pratt & Whitney GTF engines into a tight spare market, offering temporary relief for airlines. However, lease rates remain high and delays persist.
Kratos Selects Indiana Site for Hypersonic Testing Facility, Boosts 2026 Revenue Outlook
Kratos Defense & Security Solutions selected Odon, Indiana for a new hypersonic materials test facility, two days after raising its 2026 revenue outlook. Q1 revenue rose 22.6% to $371M.
Altria Slips for Fifth Day as Nicotine Pouch Competition Intensifies
Altria shares fell 1.3% to $68.12, extending a five-session losing streak despite a Q1 earnings beat. Rising competition in the nicotine pouch market and declining cigarette volumes weigh on the stock ahead of its May 14 annual meeting.
Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus
Constellation Energy reports Q1 earnings Monday, with investors focused on AI data center power demand, Calpine integration progress, and the Three Mile Island restart timeline.