Microsoft announced the "Microsoft Frontier Company" on Tuesday as a new operating business focused on delivering AI support for its clients through e...
I keep hitting the buy button on Microsoft (NASDAQ:MSFT), and the June selloff only made me press it harder. When the tape dragged this stock down to ...
Apple's expanding iPhone lineup and supply chain advantages could strengthen the case for ETFs with significant exposure to the company.
Microsoft Expands AI Infrastructure Reach in Asia
4 months agoThe cable will connect India with Malaysia and Singapore.
The new unit, called Microsoft Frontier Company, will send engineers into customer operations to build and run AI systems at scale
The company said the new division is focused on driving “Frontier Transformation” by combining industry expertise, AI engineering and change managemen...
MSFT expands its new Surface rollout to Thailand as AI-focused upgrades aim to lift premium hardware appeal amid ongoing device business headwinds.
The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away
4 months agoOn CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food cha...
Microsoft Stock Rises After Defying Tech Slump. Its Biggest Weakness Is Now a Strength.
4 months agoMicrosoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The iShares Expanded Tech-Software exchange-traded...
Apple's Foldable iPhone Strategy Just Got Bigger as Production Forecast Jumps
Microsoft follows Amazon, OpenAI, and Anthropic with its new AI deployment group.
Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphon...
Demand for Apple Inc's (NASDAQ:AAPL, XETRA:APC) iPhone is strengthening in the United States and Europe but weakening in China, according to a new con...
https://www.theinformation.com/articles/microsoft-memo-details-ai-app-overhaul-earn-right-exist
3 Top AI Stocks to Buy in July
4 months agoAI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating. June reminded investors of that NV...
Verizon Communications is set to announce its second-quarter earnings in July, and Wall Street expects a single-digit rise in its profits.
A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight
4 months agoZachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory n...
The chipmaker will earn a share of cloud revenue from partners, with two data center operators named as its first participants
The Zacks Analyst Blog Highlights AMD, Lam Research, Cisco Systems, Perma-Pipe international and AstroNova
4 months agoAMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive growth across featured stock...
What's Going on With Apple Stock Thursday?
4 months agoApple stock beats the tech slump, rising 4%. BofA keeps a $380 price target on AI potential and App Store growth. Get the full analysis.
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