Big Tech AI Spending
Microsoft shares rise on strong Azure growth while Meta plunges on fears of dilutive stock offerings to fund artificial intelligence infrastructure investments.
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- MARKETUS equities split as Micron rallies on AI demand while Dow slips
Tech-heavy indices posted gains on Tuesday, led by memory chip maker Micron, while the Dow Jones Industrial Average fell amid sector rotation.
Dagens Naeringsliv (DN) - AHEADAmazon lifts capex forecast as AWS growth hits four-year high
The e-commerce giant's decision to increase spending validates the AI investment thesis, sending shares higher after a strong earnings beat.
Borsen - MARKETMicrosoft adds record $490 billion to market cap, driving Wall Street rebound
The tech giant’s historic valuation jump erased early-week losses and sparked a broad rally across US equities, with the AEX extending its record run.
Dagens Naeringsliv (DN) - MARKEDMSFT.O (MSFT.O)
▲ 5.47% close $448.47 from $425.21
- MARKETMicrosoft rallies 12% on strong Azure growth, lifting Wall Street
Cloud revenue surge of 43% drives broad equity gains as tech sector momentum returns.
Dagens Naeringsliv (DN) - MARKETMicrosoft rallies 12% on strong Azure growth, lifting Wall Street
Cloud revenue surge of 43% drives broad equity gains as tech sector momentum returns.
Dagens Naeringsliv (DN) - MARKETMicrosoft rallies 12% on strong Azure growth, lifting Wall Street
Cloud revenue surge of 43% drives broad equity gains as tech sector momentum returns.
Dagens Naeringsliv (DN) - DATAMeta shares plunge 10% on earnings miss as Microsoft rallies 15%
Divergent results from tech giants drive Wall Street volatility, with investors now awaiting Apple and Amazon reports later today.
Dagens Naeringsliv (DN) - MARKETUS premarket volatility widens as Meta and Microsoft lead early trading moves
Tech giants anchor a broad session of premarket activity, with investors positioning ahead of a dense calendar of corporate earnings and central bank decisions.
Dagens Naeringsliv (DN) - AHEADMicrosoft shares rise as AI cash flow outlook and capex guidance reassure investors
The software giant signaled that artificial intelligence investments will continue to generate cash during its newly started fiscal 2027, while providing a capital expenditure forecast below market expectations.
Antara News - AHEADMicrosoft shares rise as AI cash flow outlook and capex guidance reassure investors
The software giant signaled that artificial intelligence investments will continue to generate cash during its newly started fiscal 2027, while providing a capital expenditure forecast below market expectations.
Antara News - UTTALELSEMicrosoft
“But what Azure is showing us is that it's staying right there in the race.”
in: Microsoft shares rise as AI cash flow outlook and capex guidance reass - DATAUS equity futures rise on Microsoft earnings and AI investment confidence
Investors are betting that heavy spending on artificial intelligence is paying off, with tech giants setting the tone for a positive open ahead of more results.
Antara News - MARKETMicrosoft shares rise as Azure cloud growth beats expectations
The software giant's fiscal fourth-quarter results showed Azure revenue up 43% year-over-year, significantly exceeding consensus estimates and validating its heavy AI infrastructure spending.
Antara News - DATAMeta shares plunge on AI funding fears despite strong Q2 results; Microsoft rises
Microsoft og Meta leverer sterkere resultater enn ventet – men Meta-aksjen stuper.
Antara News - MARKEDMSFT.O (MSFT.O)
▲ 7.65% close $425.21 from $395.01
- MARKEDMETA.O (META.O)
▼ 9.27% close $542.00 from $597.37