Azure growth, bookings, RPO and AI capex pressures plus valuation (25.7x P/E). Click for this MSFT earnings update.
OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart ...
Despite the ‘disturbing similarity’ to the sell-offs of 2018 and 2022, an 80% collapse of Bitcoin from its highs is unlikely ...
Software stocks are having their worst month since 2008 aa analysts question whether AI will structurally suppress software ...
Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, expanding its US power generation portfolio. The ...
DeekSeek appears to have put a big dent in what everyone believed was a source of competitive advantage in the AI race for Tech leaders like Microsoft MSFT, Alphabet GOOGL, Amazon AMZN, and others.
Last year delivered a complex backdrop for investors. Australia’s resurgent resources sector, exceptional gold performance, ...
Explore the unique personalities of the four leading 2026 road groupsets. A deep-dive comparison of ergonomics, 13-speed ...
EME’s earnings estimates for 2026 have trended upward in the past seven days to $27.42 per share. The Zacks Consensus Estimate for EME’s 2026 revenues and EPS indicates 5.4% and 8.6% year-over-year ...
The digital asset market is currently navigating a period of intense structural realignment. As of February 4, 2026, Bitcoin ...
Multiple law firms have launched class action lawsuits against Fermi Inc. tied to disclosures around its Project Matador AI ...