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GOOGL MSFT

Podcast: Will AI Spending Pay Off Or Are We in a Bubble?

Will Big Tech's epic levels of artificial-intelligence spending pay off for investors? This week on our columnists' roundtable, we are joined by columnist Dan Gallagher to discuss the promise of AI. We chat about the deals announced by Nvidia, OpenAI, Oracle, Microsoft and Alphabet and dig into the use of debt to finance growth...

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GOOGL

Everything to Know About Optimism Superchain Upgrade: Will P Price Hit $1 This Week?

In the early hours today, CZ Binance leveled sharp criticism at media giants like Reuters, accusing them of recycling identical FUD(Fear, Uncertainty, and Doubt) narratives to damage his reputation. That move set the tone for a volatile session as XPL and Aster crypto both collapsed under pressure, with .cwp-coin-chart svg .....

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AMZN GOOGL MSFT

Microsoft Bets $33 Billion on Neoclouds like Nebius to Ease AI Crunch

As part of the deal, Microsoft will get access to more than 100,000 of Nvidia Corp.’s latest GB300 chips, said the people, who requested anonymity to discuss an internal matter. The strategy is aimed at coping with a shortage of AI data center capacity and letting Microsoft free up its own server farms to provide lucrative AI services to customers. This is just one of a string of deals Microsoft has struck with so-called neoclouds — a new category of small infrastructure providers that lease out AI-focused computing power...

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GOOGL

Market Chatter: Warner Music Group, Universal Music Group Nearing AI Licensing Deals

Warner Music Group (WMG) and Universal Music Group are closing in on artificial intelligence licensi...

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AMZN GOOGL MSFT

Amazon’s Stock Appeal Hit by Intensifying Cloud Competition

The proliferation of artificial intelligence has led to an explosion of demand for cloud hyperscalers, where Amazon Web Services has the biggest market share. It’s followed by Microsoft’s Azure and Alphabet Inc.’s Google Cloud Platform, with Oracle’s huge growth suggesting there’s a fourth major player on the field...

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AAPL GOOGL MSFT

Zacks Investment Ideas feature highlights: Apple, Alphabet and Microsoft

Apple's rebound, record iPhone sales, and $500B AI push set the stage for a potential breakout to new highs...

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AMZN GOOGL MSFT

I Wouldn’t Dare Buy These 3 Popular Investments Right Now

This stock market has turned into a market of stocks. Learn why stock selectivity matters amid high valuations and AI trends...

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GOOGL MSFT

Kyndryl Holdings, Inc. (KD) Focused on Partnerships and Strategic Transformation to Accelerate Growth

Kyndryl Holdings, Inc. (NYSE:KD) is one of the cheap AI stocks to buy right now. On September 3, at Citi’s 2025 Global Technology, Media, and Telecommunications Conference, the company affirmed its strategic transformation following its spinoff. Following the spinoff, the company remains focused on investing in new capabilities while also pursuing partnerships to accelerate growth. […]...

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GOOGL

Universal Music, Warner Music nearing AI licensing deals, FT reports

Universal Music and Warner Music are nearing landmark artificial intelligence licensing deals, the Financial Times reported on Thursday, citing people familiar with the matter. Universal and Warner could each strike deals with AI companies within weeks, the newspaper said. Talks involved start-ups such as ElevenLabs, Stability AI, Suno, Udio and Klay Vision, the report said, adding that the music companies are also in talks with large technology groups, including Alphabet's Google and Spotify...

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GOOGL

Music labels close to landmark AI licensing deals

Universal Music and Warner Music are nearing landmark AI licensing deals, according to people familiar with the matter, as record labels try.....

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