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News
Here's Why Iren Has an Edge in the Neocloud Market, According to Meta's Mark Zuckerberg
2+ hour, 19+ min ago (502+ words) The Meta Platforms CEO says AI compute is becoming more valuable as demand continues to outpace supply. Rather than locking up all its future capacity early, Iren retained uncommitted infrastructure that could command higher prices. According to Meta Platforms CEO…...
Microsoft Sits 12% Below Its High After the Largest One-Day Market Value Gain on Record. Here's What History Suggests Comes Next.
6+ hour, 34+ min ago (715+ words) Microsoft's market value gain of about $450 billion on July 30 was the largest by any company in a single day. The previous record was Nvidia's $441 billion gain on April 9, 2025. Shares trade at about 25 times forward earnings. On July 30, Microsoft(NASDAQ: MSFT)…...
NiSource Earnings Call: Data Centers vs. Near???Term Strains
2+ day, 21+ hour ago (744+ words) Nisource ((NI)) has held its Q2 earnings call. Read on for the main highlights of the call. Consolidated year‑to‑date adjusted EPS reached $1.22, up $0.03 from the prior year, a roughly 2.5% gain that reflects new rates and recovery mechanisms at NIPSCO…...
Is Microsoft Still Undervalued After Its 25% Post-Earnings Rally?
3+ day, 9+ hour ago (450+ words) Multiple parts of Microsoft's AI business are growing quickly and gaining market share. Cloud revenue is still surging, which can support double-digit revenue growth rates throughout fiscal 2027. The stock still trades at a lower P/E ratio than the S…...
Datadog Before Q2 Earnings: Should You Buy, Sell or Hold the Stock?
5+ day, 5+ hour ago (223+ words) The Globe and Mail Datadog Before Q2 Earnings: Should You Buy, Sell or Hold the Stock? Datadog DDOG is scheduled to release second-quarter 2026 results on Aug. 6. DDOG’s Earnings Surprise History In the last reported quarter, Datadog delivered an earnings surprise of…...
Better Neocloud Stock: CoreWeave vs. Nebius
5+ day, 17+ hour ago (439+ words) CoreWeave has greater scale and stronger contracted revenue visibility. Nebius is growing faster and has secured major AI infrastructure agreements. Heavy spending, debt, and execution risks could shape returns for both neocloud stocks. Nebius Group(NASDAQ: NBIS) and CoreWeave (NASDAQ:…...
Microsoft Just Proved that AI Spending Can Pay Off. Here's How the Company Separates Itself From Other AI Stocks.
6+ day, 4+ hour ago (676+ words) Microsoft Azure cloud revenue surged to a record $100 billion in fiscal 2026. The company's paid Copilot seats jumped to 30 million. Microsoft's capex hasn't reduced its free cash flow as much as Meta's or Alphabet's. Microsoft (NASDAQ: MSFT) recently reported its fourth-quarter…...
Amazon soars as cloud revenue surge allays fears over ballooning AI bets
1+ week, 2+ day ago (485+ words) Amazon (AMZN-Q) shares surged nearly 14 per cent on Friday after the tech giant’s solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI…...
Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.
1+ week, 2+ day ago (805+ words) Amazon doesn't need to build the best AI model to win. The long-term winners of the AI revolution may be the companies that enable and monetize AI adoption at scale -- and Amazon is well-positioned to be one of them. When…...
Amazon beats estimates for cloud revenue growth on back of surging enterprise AI spending
1+ week, 3+ day ago (409+ words) Amazon's logistics centre in Bretigny-sur-Orge, near Paris, France in November, 2025. Recent results could help quell some concerns over Big Tech’s relentless AI investments.Stephanie Lecocq/Reuters Amazon.com AMZN-Q topped market expectations for quarterly cloud revenue growth on Thursday on…...