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MSFT News30 articles
Nasdaq Leads Quarter-End Rally Amid Narrow Market Breadth
U.S. stocks rose Tuesday with the Nasdaq outpacing, but breadth remained negative as decliners topped advancers. Mixed labor data and AI spending focus set the tone.
Dow Futures Edge Higher After Blue-Chip Index Breaches 52,000
Dow futures rose 67 points early Tuesday after the index closed above 52,000 for the first time. Nasdaq futures were subdued following Monday's tech rally.
Dow Ends at Record, Nasdaq Surges 2% as After-Hours ETFs Edge Lower
The Dow closed at a record and the Nasdaq surged 2.07%, but major ETFs edged lower in after-hours trading as traders await June jobs data.
Oracle Stock Falls Amid Cash Flow Concerns Despite $638B Backlog
Oracle shares fell 0.52% on Monday, underperforming tech peers, as investors question the timing of revenue from its massive $638B backlog.
AI Stock Divergence in June: Memory and Power Plays Diverge
June saw a clear divide in AI stocks: suppliers with solid orders versus high-multiple spenders. Key players reported strong revenue, while hyperscalers raised debt to fund buildouts.
Dow Closes Above 52,000 as Alphabet Debut Boosts Tech Weight
The Dow Jones Industrial Average closed above 52,000 for the first time, as Alphabet's entry into the index boosted tech exposure. The blue-chip index gained 326.51 points, or 0.63%.
UiPath Stock Gains but ARR Growth Targets Pose Second-Half Challenge
UiPath (NYSE:PATH) shares climbed 2.4% to $10.78, yet the company faces a steep ARR hurdle: it must add $124M-$134M in net new ARR in H2 to meet full-year guidance.
Broadcom AI Revenue Surpasses Half of Forecast, Yet Shares Struggle in June
Broadcom's AI chip revenue is set to make up 54% of fiscal Q3 revenue, yet shares have fallen 20% in June due to margin worries.
Alphabet Enters Dow Jones, But AI Spending Remains the Key Driver
Alphabet's entry into the Dow Jones Industrial Average triggers $1.7 billion in ETF flows, but analysts emphasize that AI spending is the primary market mover.
Nvidia's $47 Billion Per Point Swing Looms Over Nasdaq Recovery
Nvidia's massive market cap makes each 1% swing worth $47 billion, focusing index risk as AI spending faces new scrutiny from BIS data and rising China competition.
Amazon Stock Edges Higher as AWS Price Hike Offsets Prime Day Order Decline
Amazon (AMZN) shares rose 0.9% premarket after a 2.5% surge on Friday, as a 20% AWS AI price hike starting July offsets a 10.6% decline in average Prime Day orders. Q2 earnings due July 30.
Microsoft's AI Spending Strategy Under Scrutiny as Stock Rebounds
Microsoft shares surged 5.7% in premarket trading, adding $149 billion in market value, as the market weighs the implications of AI spending that outpaced free cash flow.
IREN Stock Drops 21% Despite Record Warriors Jersey Deal
IREN shares plunged 21.3% to $47.21 over five sessions despite a record $50M+ Warriors jersey deal, as short interest hit 19.74% and the $4.4B target ARR remains largely uncontracted.
Microsoft Soars on Russell Rebalance; AI Spending Weighs on Outlook
Microsoft (MSFT) rallied 5.71% on record volume due to Russell index rebalancing, but investors remain wary of AI spending and capex pressures on future earnings.
Alphabet's AI Ambitions Tested by Gemini Supply Constraints and Antitrust Pressure
Alphabet grapples with Gemini AI supply constraints after demand from Meta and others outstrips capacity, while Chrome's 70% browser share underpins ad revenue and antitrust risks.
GE Vernova's Turbine Demand Story Fails to Halt Weekly Slide
GE Vernova (GEV) fell 3.71% Friday, erasing most of its midweek rebound and capping a 7.31% weekly loss as investors await Q2 earnings for proof of backlog conversion.
Chevron Shares Dip as Oil Plunges, AI Power Deal Offers Growth Hope
Chevron shares slipped 0.69% as oil prices tumbled over 3%, while a new Microsoft data center power deal offers potential for steadier revenue. The market weighs near-term oil risks against long-term AI infrastructure growth.
Tech Selloff Deepens as Chip Index Plunges 5.3%; Jobs Data in Focus
The PHLX chip index fell 5.3% Friday and 7.9% for the week, overshadowing broader market gains. Tech funds lost nearly $20 billion as rising memory costs hit Apple and others. June payrolls data is due Thursday.
Semiconductor Slump Hits Wall Street as Tech Giants Hold Steady
Wall Street saw a split Friday as chip stocks tumbled but megacap platforms held firm, with the SOXX dropping 4.67% and Micron falling 4.17% after a previous surge.
Amazon Drops Below Analyst Target Amid Cloud Selloff and EU Scrutiny
Amazon shares closed Thursday at $227.01, below the lowest analyst target of $230, amid a cloud-led selloff and EU scrutiny.
Microsoft's Russell Index Shift Tests Value-Growth Dynamics Amid June Selloff
Microsoft fell 3.46% to a 52-week low ahead of the $150 billion Russell index reconstitution, which places the stock in both value and growth categories. EU regulations, Italian antitrust probe, and rising memory costs add pressure.
US Futures Dip Ahead of Russell Rebalancing; Tech Stocks Retreat
U.S. stock futures slipped Friday as chip stocks gave back gains, while the Russell index rebalancing, expected to trigger nearly $150 billion in forced trades, set the stage for end-of-day volatility.
Dow Jones Drops Below 52,000 After Late Selloff, Tech Weakness Offsets Industrial Gains
The Dow slipped below 52,000 after hitting a 52-week high, with a 735-point swing from peak to close. Caterpillar's surge masked Apple's drop.
AI Trade Splits: Micron Surges, Apple Slumps as Chip Costs Bite
Micron soared 15.7% on $22B in customer pledges, but Apple fell 6.1% as rising memory costs pressure device makers, highlighting a split in the AI trade.
Snap Shares Dip 3%, Market Cap Hits $7.4B as AR Hardware Costs Weigh on Valuation
Snap shares slipped 3% to $4.395, reducing market cap to $7.4 billion. The stock now trades at roughly $7.76 per monthly active user, as investor scrutiny intensifies over the $3.5 billion spent on Specs hardware.
Amazon Plunges $67B on EU Cloud Crackdown, Overshadowing Prime Day
Amazon shares dropped 2.6%, erasing $67 billion in market cap, as EU regulators moved to classify AWS under tough Digital Markets Act gatekeeper rules.
Qualcomm Stock Surges $16 Billion on Upbeat Data Center Revenue Forecast
Qualcomm shares jumped 7.6% to $212.34, adding $16 billion in market value after raising its fiscal 2029 data center revenue target to over $15 billion. The stock later gave back much of its early gains.
Memory Chip Rally vs. AI Megacap Slide: Market Shifts Focus to Pricing Power
Memory suppliers surged $239B in market cap on Micron's $22B customer commitments, while five AI megacaps lost $417B, shifting focus from AI demand to pricing power.
Dow Surges Over 760 Points as Industrials and Banks Lead Rally
Dow soars 763.79 points as Caterpillar, Goldman Sachs, and Honeywell lead gains, offsetting Apple's 4.8% drop. Alphabet set to replace Verizon in the Dow on June 29.
Market Rotates: Big Tech Loses $416B as Dow, Small Caps Rally
Broad market gains offset a $416 billion drop in megacap tech, as investors rotated into Dow and small-cap stocks. Micron jumped 10.4% on earnings beat.