Also in today’s newsletter, Nvidia’s alleged ‘serious security issues’ and more US companies shrug off tariffs with strong earnings ...

Microsoft broke a $4 trillion market cap milestone after fourth-quarter 2025 results that showed sustained growth in cloud, ...

Wall Street weighed a tariff reprieve for Mexico, new trade deal with South Korea, and strong earnings from Meta and Microsoft.

Under the proposed agreement, G42’s cloud arm, Core42, would gain access to nearly half of Northern Data’s 23,000 Nvidia GPUs ...

Microsoft reached a $4 trillion valuation on strong fiscal 2025 results, surging cloud and AI growth, deep ties with OpenAI, its own AI development, and rising demand ahead of Windows 10's ...

Microsoft’s multibillion-dollar bet on OpenAI is proving to be a game changer, powering its Office Suite and Azure offerings with cutting-edge AI and fueling the stock to more than double its value ...

Shares of Microsoft spiked Thursday following blowout quarterly results, lifting the tech giant into the previously ...

The regulator pointed out that U.S. lawmakers have called for advanced chips to be equipped with tracking and local capabilities, and that U.S. experts say Nvidia's (NVDA) chips have tracking and ...

The S&P 500 and Nasdaq receded from record highs notched earlier on Thursday, as Wall Street shifted its focus beyond ...

Microsoft jumped past the $4 trillion market value mark Thursday, joining Nvidia as only the second public company ever to ...

The S&P 500 and Nasdaq climbed to new record highs on Thursday, as Microsoft’s blockbuster earnings propelled the tech giant ...

Strong data-center spending means higher sales for companies including Nvidia, AMD, and Broadcom that sell hardware products ...