Microsoft (MSFT)

The market is reacting very differently to all four of these earnings reports.

Two of these players stood out.

On April 30, 2026, a post-earnings boost from a key industrial name helped the Dow outshine tech-heavy peers despite mixed Big Tech reactions.

Hyperscale cloud-computing companies are keeping their foot on the gas when it comes to AI data-center capex.

A sharp rotation gripped Wall Street at midday Thursday as blue-chip industrials and healthcare powered the Dow higher, masking a savage selloff in mega-cap tech after Meta and Microsoft warned on AI infrastructure spending.

AI riches come at a cost -- and Microsoft is paying for it.

Executives from Meta, Microsoft and Amazon all pointed to rising memory costs amid the AI arms race on their respective earnings calls.

Even at an all-time high, Amazon could still be a good long-term buy.

Analysts react to Microsoft (MSFT) results, citing steady execution and AI traction despite stock dips. Explore key takeaways.

These companies are built for success, regardless of AI's path in the next decade.

Broadcom (AVGO) stock rises as Meta and Microsoft earnings validate AI capex. Learn how new Wi-Fi 8 chips and $200 billion in data center spending drive the rally.

The AI boom is still gaining steam.

It's a good investment through thick and thin.

Buying the dip has worked so far, but there are reasons to be cautious.

Cloud communications provider Bandwidth (NASDAQ:BAND) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 19.8% year on year to $208.8 millio...

Artificial intelligence (AI) is proving to be a costly opportunity in the cloud computing industry.

Microsoft shares dip despite a Q3 beat with $82.9B revenue. AI and cloud growth remain strong, but analysts adjust price targets.

Big Tech's record AI capex is backed by real revenue. See massive Q1 run rates from Meta, Microsoft, Amazon, and Alphabet silencing bears.

This leveraged ETF is a better fit for professional stock traders and risk-tolerant investors.

Microsoft is doubling down on artificial intelligence as CEO Satya Nadella outlines a shift toward "agentic computing," with its AI business surpassing $37 billion in annual recurring revenue.