Microsoft to disclose Azure revenue as part of segment changes
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour in Sydney on April 23, 2026. George Chan…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Amazon (AMZN) Q2 earnings report 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025. Michael…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Google (GOOG) Q2 2026 earnings report: Live updates
Google parent Alphabet reports fiscal second-quarter results after the bell. Here’s what analysts are expecting, according to LSEG.…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Meta’s push into cloud excites Wall Street despite lower margins
Mark Zuckerberg, CEO of Meta, is seen in the U.S. Capitol after a meeting in the office of…
Salesforce is on an AI buying spree, but Wall Street still has its doubts
Salesforce has embarked on an acquisition spree to beef up its artificial intelligence capabilities. But it hasn’t convinced…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Jim Cramer says Jensen Huang’s Computex keynote revealed more winners in the AI boom
Nvidia CEO Jensen Huang delivered a winning message with his much-hyped Computex keynote by arguing that computing power…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
Investors’ selling Microsoft stock to fund flashier AI picks won’t last forever
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic…