Financial News

US manufacturing PMI hit a 48-month high in May. But it's AI infrastructure capex, not Trump's tariffs, driving the reshoring boom.

Microsoft has not made the Maia 200 chips available to customers, but they are used in the company's data centers, offering better efficiency than other silicon.

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

https://www.bloomberg.com/news/articles/2026-05-21/pentagon-tests-rival-ai-models-in-race-to-replace-anthropic

Investing.com -- Microsoft (NASDAQ:MSFT) rose 2% Thursday after The Information reported that Anthropic is in talks to use the company’s custom AI server chips.

If you put the same money into a basket of companies that are building out AI infrastructure and energy sources, you’ve done much better than stocks like Nvidia.

"The capex is at a trillion dollars, and it's growing toward the three to four [trillion-dollar mark]," said Nvidia CEO Jensen Huang.

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Goldman CEO Slides Into Musk’s DMs During Bid to L

NVDA topped Q1 fiscal 2027 estimates, boosted guidance, and expanded AI ambitions beyond GPUs with its new Vera Rubin AI superchip.

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI services, The ‌Information reported on Thursday, in what would be a major boost ‌for the tech giant's in-house chip efforts. The Claude creator's talks to rent the chips are still ​early and may not lead to an agreement, the report said, citing two people who spoke to executives involved in the discussions. Microsoft and Anthropic did not immediately respond to Reuters requests for comment.

https://openai.com/index/adventhealth/

GlobalFoundries launches Quantum Technology Solutions to scale U.S. manufacturing, backed by a $375M U.S. Commerce Dept award.

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

You buy the iShares Russell 1000 Growth ETF (NYSEARCA:IWF) expecting broad growth exposure. The Russell 1000 Growth Index holds 391 names, and IWF tracks all of them. The catch is that roughly a third of every dollar in IWF now moves with three stocks, which means the fund’s results get decided by NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and ... IWF Tracks the Russell 1000 Growth Index, But Three Names Now Drive a Third of Its Performance

Wedbush Securities analyst Dan Ives argues that Bitcoin (CRYPTO: BTC) is losing capital to artificial intelligence stocks as investors face a dollar-f

The Magnificent Seven question facing investors in 2026 is how to own these names. Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) answers with one ticker holding all seven mega caps at equal weight, rebalanced quarterly so no single name dominates. MAGS gathered roughly $4.7 billion in assets because retail investors wanted the basket without picking which AI ... MAGS Bundles the Magnificent Seven Into One Ticker, And That Concentration Cuts Both Ways

Microsoft (NASDAQ:MSFT) and EY announced on Thursday a strategic partnership valued at more than US$1 billion aimed at helping corporate clients move artificial intelligence initiatives from experimental pilot programmes into large-scale deployment. According to a statement released by the companies, the collaboration will initially focus on AI implementation across finance, tax, human resources and supply chain operations within industries including financial services, industrials, energy, cons

Microsoft (NASDAQ:MSFT) is having one of its strangest years in recent memory. The AI franchise is exploding, with CEO Satya Nadella telling investors “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet shares trade at $421.06, down 12.74% year to date. Intelligent Cloud just reported $34.681 billion, up ... This Will Be Microsoft’s Stock Price in 2028

Trump said that AI is "causing tremendous good," and he was concerned that the executive order "could have been a blocker."

AI capex is draining Big Tech cash flows (Apple excepted) and boosting hidden lease risks.

Boosted by accelerating first-quarter earnings and sales, Amazon stock has bounced back into buy range while flashing telltale clues.

The pitch on the Vanguard Information Technology ETF (NYSEARCA:VGT) is sector breadth. You pay nine basis points, you get the entire information technology sleeve of the U.S. market, roughly $125 billion in assets aggregated into one ticker. So a 50 year old tilting their 401(k) toward tech with VGT thinks they own a sector. They ... VGT Looks Like a Diversified Tech Bet Until You Realize Three Stocks Are 43 Percent of It

Microsoft (MSFT) stock jumps 1.7% premarket to $427.40. See how Amazon-backed Anthropic's plans to use Microsoft's custom Maia 200 AI chips have triggered a massive Wall Street alliance shift in 2026.

https://asia.nikkei.com/business/technology/artificial-intelligence/kawasaki-heavy-to-partner-with-nvidia-on-physical-ai-open-us-robot-center

https://www.axios.com/2026/05/21/white-house-postpones-ai-eo-signing

Microsoft (NasdaqGS:MSFT) and OneStream have agreed to expand their AI partnership to embed finance-focused AI agents and infrastructure into Microsoft 365 Copilot and Azure. The collaboration centers on integrating OneStream’s SensibleAI agents and quantitative AI forecasting into everyday Microsoft finance workflows. The goal is to support AI driven forecasting, anomaly detection, and natural language queries for finance teams directly inside familiar Microsoft tools. For investors...

The EY organization and Microsoft today announce a significant evolution of their Alliance, investing US$1b+ over five years and launching a new initiative to help organizations as they scale AI and deliver measurable, enterprise-wide outcomes at scale. The initiative brings together Microsoft's "Forward Deployed Engineers" (FDE) and EY industry professionals to accelerate AI adoption across change management delivery models, powered by Microsoft's FDE AI-native Hypervelocity Engineering approac

Nvidia CEO Jensen Huang joins CNBC’s Sara Eisen to discuss the semiconductor giant’s latest earnings, its partnership with Anthropic, and more.