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MSFT News30 articles
Pershing Square Takes $2.09B Stake in Microsoft, Lifting Shares
Pershing Square disclosed a $2.09 billion Microsoft stake, sending shares up 3.1% as the AI trade faces bond market headwinds.
NextEra-Dominion Merger Talks, Nvidia Earnings, and Retail Reports Set for Busy Week
NextEra Energy and Dominion Energy are in merger talks for a $400B utility, Nvidia reports earnings Wednesday, and major retailers like Walmart and Home Depot release results. Markets await Fed rate decisions.
Wall Street Slumps as Oil Surge, Yields Jolt AI Rally
U.S. stocks fell more than 1% Friday as oil surged and Treasury yields climbed, pressuring AI stocks and raising Fed rate hike concerns.
Alphabet Falls as Ackman Exits, Tech Stocks Slide on Oil and Yield Pressure
Alphabet shares fell 1.1% after Pershing Square sold its stake to fund a Microsoft position, while tech stocks slumped on rising oil and yields.
Dollar Strengthens for Fifth Day, Gold Falls as Yields Surge
Dollar rises for fifth day, gold hits one-week low, Nasdaq breaks six-week win streak as 10-year yield climbs to 4.58%.
Wall Street Drops as Oil Surge and AI Selloff Rattle Markets
U.S. stocks tumbled Friday amid a jump in oil prices and a broad selloff in AI and semiconductor shares, with the Dow closing down 406 points.
Pershing Square Builds Microsoft Stake; Ackman Sees AI Value
Bill Ackman's Pershing Square has taken a new position in Microsoft, attracted by what he calls a 'highly compelling' valuation amid AI-driven spending concerns.
Bill Ackman's Microsoft Stake Revives Wall Street Scrutiny of AI Spending Plans
Pershing Square, led by Bill Ackman, disclosed a new Microsoft stake as shares fell 15% this year amid AI spending concerns. The $190 billion capex plan for 2026 faces fresh scrutiny.
AI Stocks Face Yield Test as Treasury Rates, Oil Rise
U.S. AI stocks face a harsh market mood as higher Treasury yields and climbing oil prices threaten the rally that just sent Wall Street to record highs.
Anthropic Nears $900B Valuation in Record $30B Funding Round
Anthropic is raising $30 billion at a ~$900 billion valuation, potentially surpassing OpenAI. Annualized revenue is projected to exceed $45 billion.
Amazon Slips as Heavy AI Spending Weighs on Investor Sentiment
Amazon shares slipped 1.1% to $267.22, underperforming record highs in the S&P 500 and Nasdaq, as rising AI and cloud spending weighed on investor sentiment.
Microsoft Gains as AI Demand Drives Stock Higher
Microsoft shares rose 1.04% on Thursday as investors rotated into big tech, with Azure revenue up 40% and AI business run rate at $37 billion annually.
Alphabet's Global Bond Blitz Fuels AI Spending Spree
Alphabet is tapping global bond markets with its first yen-denominated sale as part of a $60 billion debt push to fund AI expansion. Google Cloud revenue rose 63% last quarter.
Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled
Nebius shares jumped 15.6% after Q1 revenue surged 684% to $399 million. The AI cloud firm raised 2026 capex to $25 billion and started building AI facilities in Missouri and Pennsylvania.
Geothermal Developer Fervo Energy Soars 35% on Nasdaq Debut Amid AI-Driven Power Demand
Fervo Energy closed 35% above its IPO price in Nasdaq debut, valuing the geothermal firm at $10.36B, as AI power needs drive investor enthusiasm.
AOI Shares Jump on Surging AI Data-Center Demand
Applied Optoelectronics surged 21% on strong AI data-center demand, with Q1 revenue hitting $81.4M. Supply constraints are expected to persist through mid-2027.
Wall Street Hits New Peaks as Tech Surge Overrides Inflation Jitters
The S&P 500 and Nasdaq Composite closed at record highs Wednesday, shrugging off a hotter-than-expected April producer price report that pushed back Fed rate-cut expectations.
Anthropic Unveils Claude for Small Biz to Automate Finance and Marketing
Anthropic introduced Claude for Small Business on Wednesday, integrating its AI assistant with apps like QuickBooks, PayPal, HubSpot, and Canva. The product includes 15 preset workflows for tasks such as payroll and invoice management.
Microsoft's LinkedIn to Cut 5% of Workforce Amid Revenue Growth
LinkedIn will lay off about 5% of its staff, affecting marketing, engineering, and product roles, even as the platform reports 12% revenue growth and over 1.3 billion members.
Dow Holds Steady at 49,700 as Inflation Data Rattles Tech and Rate Outlook
The Dow ended nearly unchanged at 49,700.29, but the S&P 500 dropped 0.54% and the Nasdaq fell 1.37% after April CPI surged 3.8%, driven by energy costs.
GitLab Restructuring and AI Pivot Trigger Share Decline
GitLab Inc. will cut jobs and restructure global operations to invest in AI agents, sending shares down 9.6%. Raymond James downgraded the stock, citing execution risks.
Apple Shares Hold Ground as Inflation Data Rattles Tech Sector
Apple shares edged up 0.4% to $293.85 on Tuesday, outperforming other megacap tech stocks as April inflation rose 3.8%, pressuring the broader market.
Sega Abandons Live-Service ‘Super Game’ Ambition
Sega Sammy has canceled its 'Super Game' project and reassigned over 100 developers to core franchise teams after disappointing free-to-play results and losses at Rovio.
Broadcom Surpasses Tesla, Meta, Walmart on $100B AI Chip Bet
Broadcom's market value reached $2.11 trillion, surpassing Tesla, Meta, and Walmart, as its AI chip revenue soared 106% to $8.4 billion, driven by long-term deals with Google and Meta.
VTI vs ITOT: Low-Cost Total Market ETFs Face Tech-Heavy Risk
VTI and ITOT, two low-cost total market ETFs, saw inflows on May 7 as U.S. equity funds attracted $5.83B. Both remain heavily weighted toward big tech, raising concentration risk.
ServiceNow's $30B AI Revenue Goal Faces KeyBanc Skepticism
KeyBanc stays bearish on ServiceNow even after the company projected over $30 billion in subscription revenue by 2030, flagging slowing bookings growth.
IREN Shares Slide on $2 Billion Convertible Note Plan After Nvidia Deal
IREN Ltd. shares dropped 9.43% to $55.43 premarket Monday after announcing a $2 billion convertible note offering, following last week's Nvidia partnership. The company's Q3 revenue fell to $144.8 million with a net loss of $247.8 million.
Oil Spike Tests Wall Street Rally as Futures Hold Steady
U.S. stock futures were flat early Monday as a 2.3% spike in oil prices to $97.64 a barrel tested the recent record rally, with airlines falling and Fed rate-cut expectations pushed back.
IREN Secures $3.4B Nvidia Cloud Deal, Pivots from Bitcoin Mining to AI
IREN Limited inked a $3.4 billion, five-year cloud-services agreement with Nvidia, which also secured an option to purchase up to 30 million IREN shares at $70 each, signaling a strategic pivot from bitcoin mining to AI infrastructure.
ServiceNow Stock Dips Despite AI Platform Push and New Partnerships
ServiceNow shares fell 2.6% Friday as investors weigh AI risks. New tools and partnerships aim to bolster the platform's governance story.