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AI, Wall Street and Big Tech

Digest more
 · 8h · on MSN
Wall Street thinks it knows how tech giants will make AI pay
Investors are coming around to the idea that Big Tech spending on AI can make sense—as long as there is a cloud-computing business involved.

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 · 1d
Wall Street bounces back after this week's tech sell-off
 · 22h
Wall Street ends higher as Amazon soothes AI jitters

Stocks rise to finish a wild Jul.

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Top News
Overview
 · 1d
Wall Street's wild July is ending with more swings as Amazon leaps, Apple sinks and oil prices rise
Amazon and resurgent stocks of computer chipmakers are leading the U.S. stock market higher on Friday, even as oil prices rise and worries about inflation weigh on the bond market.

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 · 1d
US Stocks Swing as Amazon Leaps, Apple Sinks and Rising Oil Prices Add to Worries About Inflation
 · 21h · on MSN
Stocks rise to finish a wild July as Amazon soars, Apple sinks and inflation worries worsen
 · 1d
South Korea’s Kospi index jumps nearly 18% on a surge in chipmaking stocks
Oil prices have slipped in a day of volatile trading, while world shares are mixed HONG KONG — Oil prices bounced between gains and losses on Thursday and world shares were mixed, with South Korea’s K...

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 · 1d
Hyperscaler Bonds Get Lift From Amazon Earnings
EconoTimes · 1d
US Stock Futures Rise as Amazon Earnings Boost AI Optimism Despite Apple Selloff
6hon MSN

3 Wall Street strategists on the question every investor is asking: Is the worst over for the stock market?

Wall Street just limped through its roughest stretch in months, and every investor is asking the same nervous question: Is the worst over in the stock market, or is the selloff just getting started?
10h

Wall Street week ahead: monthly jobs report, McDonald’s and SpaceX earnings

Earnings from big U.S. companies and closely-watched jobs reports are among the key updates for Wall Street this week.
2d

Wall Street closes down sharply after Fed keeps rates unchanged

Shares of Meta fell 4% in extended trading after the company said it expects ​2026 capital expenditures to be higher than it had estimated.
21hon MSN

Why Wall Street Keeps Underestimating Micron

Micron is crushing the market now, but Wall Street wonders how long it will last.
6h

Microsoft: Wall Street Was Too Focused On CapEx, Not Enough On Growth

Microsoft delivered record Q4 results, with Azure revenue up 43%, alleviating concerns over elevated AI-driven capital spending. Learn why MSFT stock is a buy.
1don MSN

Wall Street ends sharply higher, lifted by soaring Microsoft

By Noel Randewich July 30 (Reuters) - Wall Street ended sharply higher on Thursday, with chip stocks jumping and Microsoft logging its biggest daily percentage gain in 18 years after the technology giant gave a stellar forecast that eased fears about massive spending on AI infrastructure.
1d

AWS’ outperformance gives Wall Street analysts confidence in Amazon’s AI strategy

Analysts on Wall Street generally reiterated their "buy" ratings on the stock and raised price targets after its earnings report on Thursday.
1d

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

In the race to win a coveted role on the next mega US IPO and manage the ensuing riches, Wall Street’s wealth advisers are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies.
3don MSN

Amazon earnings preview: Wall Street looks for more cloud growth as AI spending hits a record

Amazon reports second-quarter results Thursday afternoon, with AWS growth expected to accelerate and capital spending on pace for a record $200 billion this year.
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