Microsoft Corp
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"Recent reports indicate that Microsoft, alongside Amazon, experienced a significant combined gain of $1.04 trillion in market capitalization over a two-day period. This surge occurred while other major tech companies, such as Apple and Meta Platforms, recorded losses totaling $510 billion. The news highlights a notable shift in market valuation among mega-cap growth stocks during this time."
Asset Intelligence
Google exec warns AI spending could trigger a painful revenue gap
Google's massive AI spending comes with a new risk investors can't ignore
Dow hits record, Palantir stock jumps 16% on Q2 earnings
Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz
Amazon and Microsoft Gained a Combined $1.04 Trillion in Market Cap in 2 Days, While Apple and Meta Platforms Lost $510 Billion. Meet the Vanguard ETF That's Built for This Exact Market.
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
I’m Hitting Buy On $20,000 of ServiceNow Stock Despite The Melt Down | NOW Stock
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
Oracle Shares Jump 9% as AI Momentum and Google Partnership Boost Sentiment
Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.
Microsoft Offered Longtime Workers Up to 39 Weeks of Pay. The Bigger Decision Is When to Claim Social Security.
Microsoft's voluntary buyout offered longtime employees far more than a cash payout, and the most valuable piece had almost nothing to do with severance. For workers near retirement age, one overlooked benefit could quietly reshape when they collect Social Security for the rest of their lives.
Microsoft vs. Amazon: Which Stock Does Wall Street Think Is the Better Buy?
Both Microsoft and Amazon are coming off terrific earnings reports.
Stock Market News for Aug 4, 2026
Wall Street closed sharply higher on Monday to start August trading.
Market Chatter: Apple Seeks Injunction Against OpenAI as Trade Secrets Lawsuit Advances
Apple (AAPL) asked a US judge for a preliminary injunction barring ChatGPT maker OpenAI and two form
Amazon (AMZN) Paid $50 Billion for OpenAI. Microsoft (MSFT) Opened the Door but Kept the Keys
Amazon.com, Inc. (NASDAQ:AMZN) completed its full $50 billion OpenAI investment and built a roughly 5% stake, the Financial Times reported on July 31. The payment became possible after Microsoft Corporation (NASDAQ:MSFT) revised its OpenAI agreement on April 27 and ended the exclusivity that had constrained rival cloud providers. Amazon originally committed $15 billion immediately and […]
AI CapEx: A Grossly Misunderstood Narrative
AI CapEx is pressuring NVDA, MSFT & GOOG cash flow, but demand is real with backlogs. Click here to read what investors need to know.
SpaceX’s First Earnings Offer a Chance to Reverse Stock’s Plunge
(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’
Wall Street Breakfast Podcast: Palantir To Top Microsoft?
Palantir raises its full-year guidance. Google exec: Spending laying foundation for AIâs breakthrough. Trump says Exxon, Chevron are making too much money.
Amazon And Microsoft Ace Wall Street’s AI Test — Analyst Warns ‘Mag Seven’ Now Faces A ‘Higher Burden Of Proof’
Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.
Palantir's ‘Rule Of 40’ Score Hit 155% — Here's The Math And Why It Matters For Software Valuations
The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.
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