Microsoft Corp
Microsoft and Nvidia finally became cheap enough for this value investor – and he plans to buy any dips
One value investor who envied the yearslong rise of artificial intelligence darlings Microsoft and Nvidia has finally found their prices compelling enough to snap up earlier this year. He also said he will be buying any dips. Chris Grisanti, chief market strategist at MAI Capital Management, oversees the MAI Focused Equity Strategy, which has $3 […]
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Alphabet first-quarter results likely to show continued growth, boosted by cloud
Google CEO Sundar Pichai looks on during the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | AFP | Getty Images Alphabet is set to report its first-quarter earnings after the bell Wednesday. Here’s what Wall Street is looking for, according to analysts polled by LSEG: Earnings per share: $2.63 Revenue: […]
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Amazon set to report first-quarter earnings after the bell
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon is scheduled to report first-quarter results after the market close on Wednesday. Here’s what Wall Street […]
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OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon
Avishek Das | Lightrocket | Getty Images OpenAI revenue chief Denise Dresser said the AI company’s agreement on Tuesday to make its models available on Amazon had nothing to do with an announcement a day earlier that the startup had restructured its relationship with Microsoft for a second time in six months. “The two are […]
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OpenAI looms over earnings from tech hyperscalers
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026. Kylie Cooper | Reuters With the four tech hyperscalers — Amazon, Alphabet, Meta and Microsoft — set to report quarterly earnings after the close, hovering over their results is […]
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OpenAI brings its models to Amazon’s cloud after ending exclusivity with Microsoft
Amazon Web Services CEO Matt Garman speaks at the HumanX conference in San Francisco on April 7, 2026. Big Event Media | HumanX Conference | Getty Images A day after OpenAI revamped its relationship with Microsoft so that it can run all of its products on any cloud, the artificial intelligence company said its models […]
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OpenAI’s growth may be sputtering. These are the stocks most at risk
Tech companies tethered to OpenAI are in the spotlight Tuesday following a report that the ChatGPT maker missed recent targets for new users and revenue, calling its expansion plans into question. Top executives are now concerned that the company might not have the money for future computing contracts, The Wall Street Journal reported Monday . […]
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OpenAI’s revenue, growth estimates fall short as company races toward IPO: Report
Sam Altman, CEO of OpenAI, at the AI Impact Summit in New Delhi, India, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images OpenAI has fallen short of its own revenue and user growth estimates, raising questions about whether the AI company can meet its massive data center spending plans, the Wall Street Journal […]
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Tech’s hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
Sebastien Bozon | Afp | Getty Images The last time tech’s hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invaded Iran, causing oil prices to spike, and leading to a […]
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This is not a stock picker’s market, says head of Norway’s $2 trillion wealth fund
Stock markets have been largely buoyant since the end of March after bouncing back from a sell-off sparked by the outbreak of the U.S.-Iran war, but one of the world’s biggest investors is glad not to be buying individual names. Speaking to CNBC’s Ben Boulos on the sidelines of the sovereign wealth fund’s annual Investment […]
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