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MSFT

Game Developers Conference Appoints Games Industry Luminary Mark DeLoura Executive Director of Innovation & Growth

SAN FRANCISCO, July 31, 2025--GDC appoints games industry luminary Mark DeLoura Executive Director of Innovation & Growth who will help shape the new era of GDC...

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AMZN MSFT

Top Midday Stories: Fed’s Favorite Inflation Gauge Rises 0.3% in June; Microsoft, Meta Report Solid Earnings

The S&P 500 and the Nasdaq were both up over 0.6% in late-morning trading Thursday, as tech stocks r...

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AAPL AMZN MSFT

Meta’s hefty AI CapEx spend is already paying off, analyst says

It's been a busy week for Big Tech. Not only did Microsoft (MSFT) and Meta (META) both beat big on earnings this quarter, but Microsoft officially reached a $4 trillion market cap. Additionally, Apple (AAPL) and Amazon (AMZN) are getting ready to report quarterly results on Thursday after the markets close. Jefferies senior analyst Brent Thill and Yahoo Finance Technology Editor Dan Howley join Market Catalysts with Julie Hyman to discuss Meta's artificial intelligence (AI) capital expenditure (CapEx) spending and whether the numbers are showing a return on investment (ROI) yet. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...

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MSFT

Microsoft is seeing big wins, including $4T market cap

It's been a busy week for Big Tech. Not only did Microsoft (MSFT) and Meta (META) both beat big on earnings this quarter, but Microsoft officially reached a $4 trillion market cap. Yahoo Finance Technology Editor Dan Howley joins Market Catalysts with Julie Hyman to discuss the latest. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...

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MSFT

Microsoft’s Growth in Fiscal Q4 Driven by Broad AI Momentum, Morgan Stanley Says

Microsoft (MSFT) reported fiscal Q4 earnings and revenue that beat analyst expectations, driven by s...

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MSFT

Nvidia Stock and 8 More AI Plays Benefitting From Microsoft Earnings

Strong data-center spending means higher sales for companies including Nvidia, AMD, and Broadcom that sell hardware products for their buildouts...

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MSFT

Meta and Microsoft Are Making Up for Bad Stock Market Breadth

The blue-chip index was down 100 points, or 0.2%, after opening higher. The S&P 500 was up just 0.3%, while the Nasdaq Composite was up 0.6%. A majority of Dow and S&P 500 members were falling; Microsoft, nursing a 4.4% gain after opening much higher, was supercharging the indexes due to both its large market cap and stock price which give it pull in both indexes...

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AAPL MSFT

Big Tech Market Caps Are Back in Focus After Microsoft Earnings. Where Apple Stands.

Microsoft will become the second company to close with a $4 trillion market cap club, joining Nvidia, if its stock gains hold through Thursday's trading session. Apple has a ways to go before joining those companies. Microsoft reported strong earnings growth and upbeat guidance after the market closed on Wednesday, with the stock reaching $4 trillion market cap in intraday trading Thursday...

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AMZN GOOGL MSFT

Meta Platforms Just Hired One of ChatGPT’s Co-Creators. Is META Stock a Buy Here as Zuckerberg Doubles Down on AI?

Zuckerberg has chosen Shengjia Zhao as the Chief AI scientist for his superintelligence division...

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MSFT

Nvidia Stock Hits a Record High After Microsoft, Meta’s Blowout Earnings. Here’s Why.

Nvidia stock hit a record high early Thursday after earnings from Microsoft and Meta Platforms reinforced expectations of continued investment in its artificial-intelligence chips. Nvidia shares were up 1.3% at $181.65 in early trading, putting it on track to close above $180 for the first time, while the had gained 0.8%. Microsoft and Meta both underlined their commitment to spending on AI hardware in positive earnings reports late Wednesday...

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