7+ hour, 59+ min ago  (635+ words) Alphabet remains exceptionally profitable, but investors are growing more cautious as surging capital expenditure plans and macro uncertainty test confidence in the company's spending discipline. Alphabet Inc. has declined roughly 13% over the past two weeks, retreating from a record high…...

8+ hour, 1+ min ago  (635+ words) Alphabet remains exceptionally profitable, but investors are growing more cautious as surging capital expenditure plans and macro uncertainty test confidence in the company's spending discipline. Alphabet Inc. has declined roughly 13% over the past two weeks, retreating from a record high…...

1+ week, 6+ day ago  (807+ words) Although Microsoft topped earnings once more, the stock's near-term prognosis has been sharply reevaluated due to rising AI investment costs and margin instability. Microsoft's recent share price decline suggests that investors remain unconvinced that accelerating growth will translate into durable…...

1+ week, 6+ day ago  (807+ words) Microsoft delivered another earnings beat, but escalating AI investment costs and margin uncertainty have triggered a sharp reassessment of the stock's near-term outlook. Microsoft's recent share price decline suggests that investors remain unconvinced that accelerating growth will translate into durable…...

3+ week, 8+ hour ago  (1051+ words) Since the company launched the Maia 200 AI processor, which reduced reliance on outside suppliers, Microsoft's shares have recovered into results, despite investors' continued concerns about costs, margins, and execution. Over the past week, however, sentiment has improved meaningfully. Shares rebounded…...

3+ week, 8+ hour ago  (1052+ words) Even while investors are still preoccupied with costs, margins, and execution, Microsoft's shares have recovered into results since the firm introduced the Maia 200 AI chip, reducing reliance on outside suppliers. Over the past week, however, sentiment has improved meaningfully. Shares…...

3+ week, 5+ day ago  (1275+ words) The aggressive AI-led expansion is increasingly colliding with rising costs for Microsoft, regulatory scrutiny, and valuation fatigue, leaving investors questioning when " and if " profitability will meaningfully accelerate. Microsoft enters 2026 as one of the most powerful technology companies globally, yet its…...

1+ mon, 2+ day ago  (1020+ words) After a brief pause following a brutal valuation reset, Oracle's shares have come under renewed pressure as a bondholder lawsuit, rising debt concerns, and escalating AI infrastructure costs cloud the outlook. The renewed weakness highlights a broader shift in investor…...

1+ mon, 2+ week ago  (992+ words) Oracle's share price has steadied following a sharp valuation reset, as investors shift from AI enthusiasm toward a more disciplined focus on cash flow, balance sheet strength, and long-term returns. Oracle shares have entered a period of consolidation following one…...

1+ mon, 3+ week ago  (365+ words) The U.S. tech giant had already invested in Intersect and is now deepening its commitment to energy infrastructure. Google, through its parent company Alphabet, announced the acquisition of energy and data-center infrastructure specialist Intersect Power for $4.75 billion, funded with cash and…...