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Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

July 29 earnings will decide whether the company’s heavy AI infrastructure spending can be turned into sustained revenue without runaway capital costs.

78 ARTICLES

2mo ago

TSMC Posts Record Quarter as Chip Market Shudders After SK Hynix U.S. Listing

95 ARTICLES

2mo ago

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

6 ARTICLES

3mo ago

Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

4 ARTICLES

3mo ago

Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

12 ARTICLES

5mo ago

Alphabet Gains Citi Catalyst Watch on AI and Cloud Strength

54 ARTICLES

5mo ago

AI Efficiency Shock and Rotation Test the AI Supercycle

175 ARTICLES

6mo ago

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

74 ARTICLES

6mo ago

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

58 ARTICLES

6mo ago

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

167 ARTICLES

6mo ago

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

4 ARTICLES

7mo ago

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

54 ARTICLES

7mo ago

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

256 ARTICLES

7mo ago

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

39 ARTICLES

8mo ago

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

AI Stocks

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

TSMC Posts Record Quarter as Chip Market Shudders After SK Hynix U.S. Listing

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

Corning Locks Multiyear Amazon Fiber Deal and Accelerates U.S. Factory Buildout

SK Hynix Overtakes Samsung as South Korea's Most Valuable Company

Microsoft Announces End-to-End AI Stack With New Models, Agents and Hardware

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

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AI Stocks

Alphabet Gains Citi Catalyst Watch on AI and Cloud Strength

AI Efficiency Shock and Rotation Test the AI Supercycle

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

Never miss stories about

AI Stocks