MSFT

Five major tech companies—Microsoft, Meta, Oracle, Amazon, and Alphabet—have collectively committed roughly $1.09 trillion in future lease payments for AI data centers not yet operational, according to an August 4 Reuter

Microsoft's capital spending has surged to 34.9% of revenue from a historical 10.6%, while its free-cash-flow margin dropped to 20.2% from 29.6%, raising questions about its shift from an asset-light software model. In f

AI's insatiable demand for continuous, carbon-free electricity is driving a nuclear power comeback and reshaping uranium markets. U.S. data center power consumption could triple to 580 TWh by 2028, requiring always-on ba

An analyst grades three key AI infrastructure stocks: Microsoft (MSFT) at $502.03 is a buy, citing strong Q4 FY26 results with Azure growing 43% and $678 billion in commercial RPO; Taiwan Semiconductor (TSM) at $421.97 i

Morgan Stanley has set a $300 price target on SpaceX, with a $600 bull case, driven by the company's pending $60 billion acquisition of Cursor, an AI coding platform used by 64% of the Fortune 500. The bank projects Curs

While tech giants like Meta, Google, and Microsoft have announced major nuclear power deals to fuel AI data centres—totaling over 6.6 GW of capacity—the critical challenge of financing and insuring these projects remains

Hyperscalers Amazon, Alphabet, Microsoft, and Meta are expected to spend $720–$745 billion on capital expenditures in 2026, much of it on AI infrastructure, driving demand for semiconductors. Gartner projects global AI s

SpaceX launched Grok 4.6, an AI model Elon Musk claims is #1 in intelligence, speed, and cost. Priced at $2/$6 per million tokens, it undercuts rivals like Claude Opus 5 and GPT-5.6 Sol by over 60%, scoring 61 on the Art