MSFT stock is down 35% in 2026 on AI spending fears — but Microsoft's $37B AI revenue run rate, 40% Azure growth, and 23-year ...

ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues ...

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026.

Microsoft, Exxon Mobil and Dell headline Zacks' latest research with updates on AI, energy and infrastructure growth ...

Alphabet’s cloud growth is accelerating (Q1 +63% YoY, faster than AWS/Azure), and the market is shifting from “AI research ...

Microsoft's AI momentum, Azure expansion and Copilot adoption drive growth, but capacity limits, competition and regulation ...

Net of fees, TCW Transform Systems ETF returned +1.42% in Q1 2026 compared to -4.33% for the S&P 500. In 2025, PWRD was up ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Meta's reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models Meta holds $35.2 billion in infrastructure contracts with ...

Sonar Vortex guides and verifies AI agent output in real time. SonarQube Remediation Agent is now GA. 92% fewer issues. Up to 36% lower token costs.

When AI-assisted vulnerability discovery makes it dramatically easier to identify weaknesses hidden inside modern dependency ...

The sell-off in this stock has created a great buying opportunity.