Microsoft Stock Has Multiple Engines Driving Its Next Leg Higher
about 1 month agoAzure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting...
Isomer Brings Sovereign Claims AI to the Microsoft Azure Marketplace
about 1 month agoCHICAGO, September 29, 2026--Isomer™, which reviews every claim communication at the point of receipt, today announced availability on the Microsoft A...
Nvidia Stock Is at Its Cheapest Valuation Since 2015
about 1 month agoNvidia's earnings have grown so fast they outpaced a rising stock price, pushing its valuation to a level not seen in over a decade. Whether that sign...
Morgan Stanley analyst Erik Woodring reiterates Apple (NASDAQ:AAPL) with a Overweight and maintains $360 price target.
'Beyond Spring and Fall': Apple Prepares Organization Restructure for Accelerating Product Launches
about 1 month agoApple stock dips 2% as CEO John Ternus initiates an organizational overhaul to eliminate middle management, cut costs and accelerate product launch sc...
Advanced Micro Devices, Inc. outlook: Data Center AI & server CPUs fuel a 48% revenue CAGR to 2030; fair value is $553 vs. $608. Click for this AMD st...
OpenAI Working With Microsoft To Integrate Specialist Dots With Their Enterprise Governance, Security Controls In Agent 365
about 1 month agohttps://openai.com/index/introducing-dots/
QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity
about 1 month agoATLANTA, September 29, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced two ...
Can the software giant keep adding paid AI users at its June-quarter pace?
Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?
about 1 month agoAMD's World Labs deal strengthens its long-term AI story, but valuation, growth and price targets favor NVIDIA for now.
Nvidia: A Deep Analysis About The AI CapEx
about 1 month agoNvidia Corporation Buy case: AI infrastructure demand and hyperscaler CapEx may be underestimated. Click for more on NVDA stock prospects.
AMD acquires Fei-Fei Li's World Labs for $8.2 billion
about 1 month agoWorld Labs founder Fei-Fei Li will join AMD as executive vice president and chief scientist, reporting to CEO Lisa Su
AMD Buys Its Way Into Physical AI With World Labs Deal
about 1 month agoThe two companies already worked together on training and inference on AMD GPUs
Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B
about 1 month agoAMD's $8.2B World Labs deal expands its AI ambitions, while AMD-heavy ETFs offer diversified exposure to the broader physical AI shift.
Investors Heavily Search Verizon Communications Inc. (VZ): Here is What You Need to Know
about 1 month agoRecently, Zacks.com users have been paying close attention to Verizon (VZ). This makes it worthwhile to examine what the stock has in store.
Trader Julia Spina explains an iron condor trade on Microsoft.
Julia Spina, head of research at IG U.S. Holdings, breaks down a possible options trade for Microsoft as the company gears up to report earnings.
OpenAI B2B Revenue Grows More Than 100% In Q3; Annualized Revenue Run Rate Has Grown More Than 70% Since The Beginning Of Q3
about 1 month agohttps://www.axios.com/2026/09/29/scoop-openais-annual-recurring-revenue-nears-70b
According to a Politico report, the companies are particularly focused on provisions tied to the AI OVERWATCH Act and are seeking changes to the Chip ...
https://www.bloomberg.com/news/articles/2026-09-29/apple-s-new-ceo-moves-to-overhaul-company-to-run-faster-and-leaner
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