Microsoft, Amazon, and Alphabet lead the earnings week with highly anticipated reports. Discover what these tech giants’ ...
Microsoft (NASDAQ: MSFT) reports fiscal first-quarter 2027 earnings after the US market closes on Wednesday, October 28, with ...
Bezzy the plushie hums like a real data center — that's the sound of the AI trade's new bottleneck
- Investors now focus on "bottleneck sellers" like GE Vernova GEV-1.50%, as physical infrastructure becomes the growth driver.
Nebius Group (NasdaqGS:NBIS) has received its first activated fuel cell power block from Bloom Energy at the 300 MW New ...
Microsoft exits Nscale's Loughton AI data center after UK Power Networks said grid power won't arrive until the early to ...
Microsoft Corporation earnings face AI return scrutiny. See key Q1 tests for Azure growth, margins, and cash flow resilience.
AI data centers consume enough power to light entire cities, and the landlords collecting rent on those facilities are ...
Preview the week ahead with the Fed decision, Q3 GDP, and Big Tech earnings in focus. Read here for more details.
Microsoft just guided quarterly capital spending above $50 billion while promising flat operating margins, and Azure has to ...
MSFT pulls back from $546.35 resistance ahead of its October 28 earnings report, with Azure's 45% growth guide and capex in ...
Data centers are in such high demand that SpaceX is offering its employees pay bumps for helping with construction.
Microsoft stock drops 1.66% to $524.10 despite Azure hitting $100B revenue, cloud backlog reaching $678B, and Q1 capex ...
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