Microsoft, Meta, and Qualcomm will kick off a parade of tech earnings after the bell on Wednesday, as Wall Street continues to question the validity of the broader AI trade that is sending chip stocks south.
Memory chip maker SK Hynix reported its results late Tuesday evening, with operating profit climbing a wild 557%. But even that wasn't enough to satisfy investors.
All eyes will be on capital expenditures numbers from Microsoft, Meta, and Amazon, which reports Thursday, after Alphabet's (GOOG, GOOGL) increased capex guidance spooked investors.
Meta, meanwhile, announced that it is entering into a $14 billion agreement with BlackRock to build a 1-gigawatt data center in Texas.
Apple, which has benefited thanks to its more restrained spending, saw its market capitalization briefly surpass the $5 trillion mark on Tuesday, making it just the second company to do so.

#Microsoft #tuesday

US stocks fell on Wednesday after Iran launched surprise attacks against the US, and as investors counted down to the Federal Reserve's policy decision and earnings from two big spenders on AI.
The S&P 500 (^GSPC) lost 0.8%, and the tech-heavy Nasdaq Composite (^IXIC) dropped 1.1%. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, fell by a steeper 1.5%, or over 800 points, as oil prices rose amid renewed tensions in the Middle East.
SK Hynix's (000660.KS, SKHY) second quarter profit rose by 557% year over year, the company reported after the US market close on Tuesday. That was less than Wall Street expected, prompting concerns that the artificial intelligence boom may be slowing. In Asia, investors once again dumped chip stocks such as Samsung (005930.KS) and SK Hynix, driving the KOSPI Composite (^KS11) down nearly 6% on Wednesday.
Two "Magnificent Seven" quarterly results stand as another big catalyst for the AI trade, with reports from Microsoft (MSFT) and Meta (META) dropping after the bell. It could be a make-or-break moment for tech stocks after Alphabet's (GOOG, GOOGL) capital expenditure guidance last week spooked markets, resurfacing fears about the AI boom's sustainability.
In the Middle East conflict, Iran launched an "attempted surprise attack" on Tuesday, according to US Central Command, reengaging fighting between the US and Iran for the first time since a pause in hostilities on Friday. Oil prices jumped, with Brent crude (BZ=F) gaining more than 7% to trade back over $90 per barrel.

#stocks #Tech #meta

Stock market investors on Wednesday were spooked by the prospect of an interest rate hike by the Federal Reserve while flaring U.S.-Iran tensions propelled oil prices. GE HealthCare (GEHC) soared on the stock market today after its earnings report. Meanwhile, Meta Platforms (META) and Microsoft (MSFT) reports are on deck.
The Dow Jones Industrial Average dropped more than 800 points, or 1.6%, amid mixed reactions to earnings reports from Visa (V) and Procter & Gamble (PG). The S&P 500 flopped 0.8%. The tech-heavy Nasdaq composite fell 1.1%. The Nasdaq-100 (NDX) dropped 1% and once again stumbled into correction territory, falling 10% from its June highs. Small caps were hit as well, pulling the Russell 2000 index lower by 1.1%.
In the face of heightened hostilities between the U.S. and Iran, West Texas intermediate crude oil futures spiked more than 7%, trading around $84.90 per barrel. Brent crude futures also jumped more than 7%, trading at $88 per barrel.
Also, ahead of the Fed's announcement on the fed funds rate, the 10-year Treasury yield rose 2 basis to 4.62%. Bitcoin slid near $63,990.
GE Healthcare (GEHC) soared more than 10%, rebounding from a downward-sloping 50-day moving average. It was the best performer on the Nasdaq composite Wednesday, and was on track for its largest percentage increase on record, according to Dow Jones Markets Data.

#wednesday #gehc #average

As of 11:38 AM ET, the Dow Jones Industrial Average (DJINDICES:^DJI) is up 0.13% to 52,017.19, while the S&P 500 (SNPINDEX:^GSPC) is down 0.33% to 7,387.76, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has slipped 0.44% to 24,840.43 as tech pressure offsets optimism from cooling geopolitical tensions.
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.

#earnings

Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption. It is part of the company's strategy of extending its cloud platform, Azure, beyond traditional infrastructure into the foundation for nmext-generation AI computing.
That was evident on July 21, as the software giant confirmed the expansion of its strategic partnership with Mistral. The collaboration is designed to give enterprises and regulated industries access to frontier AI models that they can deploy with greater control over security, governance, and compliance.
The expanded partnership reinforces Microsoft's ambition to become the trusted AI infrastructure provider for highly regulated industries, including financial services, healthcare, government, defense, energy, and manufacturing.
As part of this agreement, Microsoft will use Mistral's expanding European GPU infrastructure. Mistral, on the other hand, has added its AI models called Medium 3.5 and OCR 4 to Microsoft's app builder known as Foundry; while Microsoft Copilot Studio has brought on Medium 3.5 ⁠as well.
Photo by Microsoft 365 on Unsplash

#frontier

U.S. stock futures moved higher on Monday as investors welcomed signs of a pause in hostilities between the United States and Iran, helping to ease pressure on energy markets ahead of a crucial week for corporate earnings and central bank decisions.
By 05:49 GMT, Dow Jones futures had gained 398 points, or 0.8%, while S&P 500 futures were up 66 points, or 0.9%. Nasdaq 100 futures led the advance, climbing 406 points, or 1.4%.
Wall Street ended last week on a mixed note as rising oil prices and geopolitical uncertainty weighed on investor sentiment. However, indications that the White House is seeking to avoid a broader military escalation have improved market confidence, pushing oil prices lower while supporting both equities and bond markets.
Investors are now turning their attention to one of the busiest weeks of the earnings season, with around one-third of S&P 500 companies scheduled to publish quarterly results. Overall earnings are forecast to increase by approximately 26.5% compared with the same period last year.
Several of the world's largest technology companies are due to report this week, including Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL). Their results are expected to provide fresh insight into whether the rapid pace of investment in artificial intelligence infrastructure can continue, as markets increasingly debate the long-term profitability of AI-related spending.

#points #investors #prices

Since early June, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent Seven" that have done most of the heavy lifting. The Magnificent Seven is composed of:
Nvidia (NASDAQ: NVDA)
Apple (NASDAQ: AAPL)
Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG)
Microsoft (NASDAQ: MSFT)

#seven #Stock #june #Apple

After another frenetic week in the markets, investors are preparing on Monday to step into a new five-day stretch that might get even busier, with a ream of Big Tech earnings, a Fed decision, and rapidly worsening conditions in the Middle East all front and center.
The S&P 500 (^GSPC) closed out Friday 0.1% in the green, for a loss of 0.6% on the week. The Dow (^DJI) gained 0.6% on Friday to close the week 0.4% down, while the Nasdaq (^IXIC) slid 0.6% on Friday, for a weekly loss of 2.1%.
Earnings from four of the "Magnificent Seven" Big Tech leaders headline the week: Microsoft (MSFT) and Meta (META) on Wednesday, then Apple (AAPL) and Amazon.com (AMZN) on Thursday.
As was true for earnings last week from Alphabet and Tesla, there's one big question looming over the Magnificent Seven's second quarter reports: How much are you spending, and, crucially, what are you getting for it? Can you show real return on investment?
But it's not all about the Magnificent Seven as investors step into the busiest week of the quarter.

#Friday #meta

The Dow Jones Industrial Average climbed 659 points, or 1.3%, on Tuesday as strong earnings from Coca-Cola and Sherwin-Williams lifted blue-chip stocks while falling oil prices added support. The S&P 500 rose 0.3%, and the Nasdaq Composite finished little changed.
Sherwin-Williams stock surged 8% to pace the Dow after the paint maker topped second-quarter estimates. Coca-Cola stock climbed 5% after the beverage giant beat on both revenue and earnings and lifted its full-year guidance. Salesforce stock also gained 5%.
A broad rotation out of technology and into other sectors drove much of the day's action. The Technology Select Sector SPDR Fund hit its lowest level since May 7, while the State Street Health Care Select Sector SPDR ETF and Financials ETF surged to record highs. Consumer-staples stocks led the S&P 500 with a 2.7% gain.
The VanEck Semiconductor ETF dropped more than 3%, marking a fourth straight session of losses for chip stocks. Micron shares declined roughly 8% and AMD shed 7%. A drop of nearly 6% in the PHLX semiconductor index pushed the Nasdaq-100 into correction territory at its session low, though the index recovered to close above that threshold, according to the Wall Street Journal. Software names provided a partial cushion, as Microsoft advanced nearly 2% and the iShares Expanded Tech-Software ETF added close to 2%.
Mounting anxiety over AI spending levels and China's accelerating advances in the sector have pressured chip stocks, according to the Journal. The weakness extended across the Pacific, where South Korea's Kospi finished down 10% and ****** an's Nikkei lost 4%.

#Stock #williams

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19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company

#week #billion #parisian

These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.

#coreweave #NASDAQ #nebius

Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it's no surprise why.
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.

#industry #billion

The MAGS ETF returned 158% since its April 2023 launch but has fallen 4% in 2026 while the S&P 500 gained 8%.
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.

#mags #april

A decade ago, Seattle was the poster child of American tech prosperity. Amazon and Microsoft had turned a midsize Pacific Northwest city into a magnet for engineers, executives, and capital, adding roughly 40,000 jobs per year at the peak of the boom, according to the Puget Sound Regional Council.
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.

#city

The Red Sea heated up as the rising front in the U.S.-Iran war as Houthi rebels on Sunday attacked two refinery and export sites on Saudi Arabia's west coast. U.S. supplied Patriot missiles reportedly intercepted two ballistic missiles targeting oil installations in Yanbu. Damage to the Saudi refinery in Jizan was unconfirmed, but Al Jazeera reported a large column of smoke following the attack.
In Iran, as of Sunday morning, no new air attacks by U.S. or Israeli forces were reported since Friday.
But the Houthi-Saudi escalation appears set to make the Red Sea's choke-point effect on oil prices, supplies and tanker day rates central to the coming week's market action. Another focal point will be the Federal Reserve and its stance on rate hikes.
But the most prominent discussions will probably involve the balance sheets and artificial intelligence-related spending levels of Magnificent 7 names Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META), all of which report during the week.
Shares of Alphabet (GOOGL) dived nearly 8% and broke critical technical support last week as spending levels and guidance disappointed investors. That played a large role in dragging the Nasdaq below its early June lows, setting the stage for the index to dive to a test of support at its 200-day moving average.

#reported #large

Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT).
Here are a few observations about last week's stock moves from Yahoo Finance AlphaSpace that may get your mind right heading into another frenzied week for investing.
So much for the many positives on the AI front from Alphabet's (GOOG, GOOGL) second quarter earnings report.
The market couldn't have cared less.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 billion to $205 billion from $180 billion to $190 billion, with a "significant" increase seen for 2027, executives said on the earnings call.

#market #second #quarter #Microsoft

Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.

#major #NASDAQ

The TJX Companies, Inc. (TJX), headquartered in Framingham, Massachusetts, operates as an off-price apparel and home fashions retailer. With a market cap of $171.7 billion, the company operates off-price retail concepts and e-commerce sites in the U.S., Canada, and Europe that offer a wide range of brand name and designer merchandise. The leading off-price retailer is expected to announce its fiscal second-quarter earnings for 2027 soon.
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
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Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report

#company

Alphabet (NASDAQ:GOOGL), a search, ads, video, cloud, and AI infrastructure platforms provider, closed at $317.69, down 7.13%. Investors are reacting to higher AI-related spending and watching whether cloud growth can support returns on that build-out. Trading volume reached 68.6M shares, coming in about 111% above its three-month average of 32.5M shares. Alphabet IPO'd in 2004 and has grown 12,557% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.20% to 7,409, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among internet content and information, digital advertising, and cloud services rivals, Microsoft closed at $381.58, down 2.24%, and Meta Platforms finished at $606.10, down 3.36%.
On the surface, it was a great-looking quarter for Alphabet as:
sales rose 24%
search revenue increased 17%

#shares #googl

X-Energy (XE) is back in the spotlight on Wednesday after gaining 7.22% on intraday trading following news that it will participate in a Trump administration-backed initiative aimed at accelerating nuclear reactor deployment for artificial intelligence (AI) data centers. However, the stock gave up that quick gain at the closing bell and closed with a 2.03% drop as investors fully digested the news.
This comes after a difficult few months for the advanced nuclear developer, whose shares remain 50% below their April IPO price despite the recent bounce.
Dear **** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report

#following

The S&P 500 Index ($SPX) (SPY) on Thursday fell -1.49%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -1.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) fell -2.26%. September E-mini S&P futures (ESU26) fell -1.50%, and September E-mini Nasdaq futures (NQU26) fell -2.23%.
Stock indexes fell sharply amid a double whammy of soaring oil prices and a decline of -7% in Alphabet following its earnings report released after Wednesday's close. Alphabet raised its capital spending forecast for this year to $205 billion from $190 billion, spending more than double its 2025 capital spending and raising concern that the company will struggle to earn a sufficient return on its outsized AI investment. Tesla fell by an even larger -14% after its earnings report late Wednesday, which also showed a surge in capital spending and raised questions about Elon Musk's intention to refocus Tesla on AI and robots.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report

#report #NASDAQ #september

Goldman Sachs Trust's $2.4 billion portfolio signals strong institutional conviction on NVIDIA and Microsoft, with **** yst targets 25-31% above current prices.
Alphabet posted 82% quarterly earnings growth while Amazon holds 62 buy ratings, reinforcing the AI infrastructure thesis across the entire mega-cap cohort.
NVIDIA's 7-day retail sentiment dropped 21 points while prediction markets price a $216 July close versus the $302 **** yst consensus target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Wall Street's institutional consensus on the mega-cap tech complex housed in Goldman Sachs Trust's $2.4 billion, 724-position portfolio is unambiguously bullish, with **** yst price targets sitting 31.0% and 25%+ above current prices on the two names carrying the widest gaps. Buy-side conviction has not blinked despite a rough July for the group, and the smart money is positioned for a re-rating higher on AI infrastructure earnings power.

#analyst #institutional

With a year-to-date (YTD) of over 23%, Energy Transfer (ET) is outperforming the S&P 500 Index ($SPX) by a big margin this year. In my previous article, I noted that ET could deliver decent returns in the medium term and discussed the possibility of a rally in Q4 2025. The stock has since risen over 20% even as the gains have come this year instead of in the final quarter of 2025 as I had expected. Nonetheless, with ET stock now up significantly from its 2025 lows, let's explore whether it is still a buy or if it's now too late to enter this midstream energy company.
To begin with, let's look at ET's dividend, as it is among the key metrics to watch for midstream companies that are known to pay fat dividends. The company increased its quarterly dividend by 3% to $0.3350 per share in January. The increase was towards the lower end of the 3%-5% annual dividend growth that ET is targeting. Currently, Energy Transfer offers a dividend yield of 6.6%, among the highest in the midstream energy **** e.
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#year #company #nonetheless

This has been an amazing year for Advanced Micro Devices (NASDAQ: AMD) investors so far, as shares of the semiconductor specialist have jumped by an impressive 144%.
This incredible rally in AMD stock is well deserved, as the company is gradually becoming more influential in the artificial intelligence (AI) chip market. The good news for investors is that AMD's rally could get a nice shot in the arm when the company releases its second-quarter results after the market closes on Aug. 4, following a new development.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It has been just over a year since AMD announced that it will offer a next-generation AI server rack, known as Helios, to hyperscalers and AI companies. This rack-scale system integrates the chip designer's data center graphics processing units (GPUs), Epyc server processors, Pensando networking chips, and enormous amounts of high-bandwidth memory (HBM) to quickly process AI workloads in data centers.
AMD has already landed a major hyperscaler in the form of Meta Platforms to deploy Helios. And now, the chip designer has just announced that Microsoft will also deploy the Helios rack-scale servers in its Azure data centers "to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services."

#chip

The AI boom is forcing some of technology's biggest cash machines to behave more like utilities. On July 22, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), and three other hyperscalers are expected to spend more on capital expenditures than they generate in combined free cash flow by 2027. From 2025 through 2027, their annual operating cash flow is projected to rise by $340 billion, versus a $534 billion increase in capex. Microsoft and Oracle, however, are not carrying the same risk.
Microsoft showed the squeeze in fiscal Q2. Operating cash flow was $35.8 billion, while capex including finance leases reached $37.5 billion. That does not mean the company burned cash: Microsoft reported $5.9 billion of conventional free cash flow because that measure deducts cash property and equipment purchases, not newly originated finance leases.
Carol Gauthier/Shutterstock.com
Fiscal Q3, however, was stronger. Operating cash flow rose to $46.7 billion and free cash flow reached $15.8 billion, even after $30.9 billion of cash property and equipment spending. Its AI business also passed a $37 billion annual revenue run rate. Microsoft can finance the buildout. The question is whether Azure and Copilot can generate nice returns before expensive GPUs depreciate or become obsolete.
Oracle has a more immediate cash problem. In fiscal 2026, it spent $55.7 billion on capex against $32 billion of operating cash flow, leaving free cash flow at negative $23.7 billion. Demand is real: cloud revenue grew 39% to $34 billion, and remaining performance obligations reached $638 billion. But backlog is not cash. Oracle must construct capacity before much of that revenue arrives, and plans to raise $45 billion to $50 billion through debt and equity.

#Microsoft #fiscal

IREN Limited (IREN) just gave investors another compelling reason to pay attention. The artificial intelligence (AI) infrastructure company announced $2.8 billion in new multi-year AI cloud services contracts with leading artificial intelligence developers, marking another major milestone in its transformation from a Bitcoin miner into one of the fastest-growing AI cloud infrastructure providers. The new agreements prompted management to raise its 2026 annualized AI cloud revenue target to more than $4 billion, underscoring the accelerating demand for high-performance computing capacity.
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
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#corporation #artificial #intelligence #contracts

DIVO delivers a 6.4% monthly yield from 40 blue-chip dividend payers layered with covered-call premiums, returning 65% over five years.
JPM and CAT anchor DIVO's distribution, with JPM posting $21 billion in Q2 net income and CAT sustaining dividends uninterrupted for over 25 years.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO) pays a 6.4% distribution yield in monthly installments, with the latest payout of $0.18284 per share hitting accounts on June 30, 2026. DIVO attracts income investors seeking monthly distributions without relying entirely on options-income funds that sacrifice growth for yield. The core question is whether the distribution is backed by durable cash flow from blue-chip holdings or masks instability.
This is an actively managed portfolio of roughly 40 large-cap dividend payers, with the top 10 accounting for roughly 49% of **** ets. Sector weights lean toward financials at 24%, technology at 15%, and industrials at 13%. The manager collects ordinary dividends, then writes covered calls on selected positions when volatility makes premiums attractive, layering options income on top. The blended payout flows to shareholders monthly.

#divo

A fund's label tells you the category, but rarely reveals the concentrated bets you are actually making inside.
The State Street Technology Select Sector SPDR ETF (XLK) holds 76 stocks, but in practice, it behaves like a much smaller portfolio of about 18 equally weighted holdings. For an investor who bought the fund for broad exposure to the technology sector, that number can be a small jolt. XLK is designed to give investors access to companies in the information technology ***** e, tracking the performance of the Technology Select Sector Index.
But as with any index fund, the name on the box only tells you the category. The real story is in the shape of the portfolio inside, where the weight is actually concentrated.
How Few Companies Carry The Weight?
This is not a fund where every holding pulls equal weight. The ten largest holdings in XLK make up 60% of the entire fund. In fact, just its five largest holdings account for 44% of its ***** ets. The single largest position, Nvidia, represents 13.9% of the fund on its own. It is followed by other well-known names like Apple at 12.5% and Microsoft at 7.8%. This means the fund's performance is significantly influenced by the fortunes of a handful of the largest technology companies.

#fund #sector #holdings

Dividend Aristocrats are usually known for consistency, not speed. Their long histories of raising dividends make them popular among income investors, but they're not always the first stocks that come to mind when the market is moving higher.
However, some of these companies are doing both- delivering dependable income while outperforming the S&P 500 so far this year.
This High-Yield Bank Stock Just Raised Its Dividend by 11%
TSMC's AI Boom Is Just Getting Started: Why Investors Should Buy the Pullback in TSM Stock Now
Microsoft Is Deepening Ties with AI Giant Mistral. What That Actually Means for MSFT Stock Investors.

#Stock #investors #aristocrats #yield

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BlackRock's Global Infrastructure Partners, United Arab Emirates-based technology investment firm MGX and buyers under the umbrella of the Artificial Intelligence Infrastructure Partnership have closed an acquisition of data center developer Aligned Data Centers valued at $40 billion.
The new buyers will purchase 100% of the equity in Aligned Data Centers, which owns over 6.4 gigawatts of operational and planned data center capacity, from Macquarie **** et Management, according to a Tuesday release.
The deal was first announced in October, also at a $40 billion valuation. BlackRock, Microsoft and Nvidia, along with MGX and GIP, launched the AI Infrastructure Partnership in September 2024 with the goal of investing in next-generation AI infrastructure.
The AI Infrastructure Partnership was established to initially mobilize $30 billion to scale AI and data technology and infrastructure. The acquisition of Aligned Data Centers represents AIP's first investment, according to a July 21 press release.

#centers #daily #technology