Financial News

Pershing Square's lead investor made some big moves among the "Magnificent Seven."

Also: All the news and watercooler chat from Fortune.

https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips

Microsoft's U.S. AI diffusion report finds the technology spreading into college towns, Sun Belt suburbs, and small businesses that didn't exist years ago.

Better Business Advice has recognized Parallels in a new feature article examining the best way to run legacy business software on Mac, with a focus on how Mac users can maintain existing Windows workflows without relying on a separate PC or disruptive software migration.

Microsoft Corporation (NASDAQ:MSFT) is one of Louis Navellier’s top long-term stock picks. On May 13, Microsoft Corporation (NASDAQ:MSFT) released a foundation model for solving power grid problems. GridSFM is the solution Microsoft is positioning to solve AC Optimal power flow problems in transmission power grids, thereby addressing $20 billion in annual congestion losses. GridSFM is […]

Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Microsoft Corporation (NASDAQ:MSFT) and Amdocs confirmed the continuation of their existing collaboration. As part of the new pact, Amdocs is to migrate one of Lumen Technologies’ enterprise billing platforms to Microsoft Azure. The migration affirms Lumen’s transition […]

Trump is expected to sign an AI oversight order Thursday as security concerns divide MAGA supporters and tech allies.

https://www.bloomberg.com/news/articles/2026-05-21/microsoft-and-ey-to-spend-1-billion-to-help-clients-adopt-ai

LONDON & MILAN, May 21, 2026--Audiencerate Ltd, one of the few globally certified Google Customer Match Upload Partners and a Microsoft IP Co-sell certified partner with MACC eligibility, today announced the appointment of Riccardo Fabbri as Chief Technology Officer. The appointment marks a phase of dual expansion: the Audiencerate–Postel–Microsoft platform for Italian SMEs, and the Data platform integrated with Google DV360 for Agencies and Data Providers — both evolving toward a model that nat

The 10 largest stocks now account for 41% of the S&P 500's market value, as investor money continues pouring.

Is NVIDIA a safe haven? Analysts weigh in on NVDA's dominant $82B Q1 earnings, "agentic AI," and long-term valuation concerns.

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.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 Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treasuries Rebound on Optimism for US-Iran Deal Pr

ServiceNow (NOW) looks undervalued with 20%+ growth, 35%+ FCF margins, and AI adoption driving upside.

Jensen Huang said Nvidia Corporation is rapidly gaining AI inference market share as demand for its Vera Rubin chips accelerates.

Anthropic’s Project Glasswing, an industry-wide initiative built around the restricted-access Claude Mythos Preview model, is bringing frontier AI into vulnerability discovery at scale

With a market cap of $803 billion, JPMorgan has been the biggest and most influential bank in the U.S. since 2011 (and the largest in the world since 2016), but its success lies light-years away from simple deposits and withdrawals. The visionary insights of its CEO, Jamie Dimon, and astounding ...

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Jensen Huang is betting on a new AI lab that thinks the current chatbot frenzy is just the beginning. Nvidia (NVDA) has already emerged as one of the greatest winners of the artificial intelligence boom. Its chips now make up the backbone of most of the infrastructure powering modern AI, helping ...

In addition to the earnings release, Nvidia's CFO Colette Kress shared commentary that revealed four key developments in its business, beyond the company's first quarter earnings-per-share beat.

In addition to the earnings release, Nvidia's CFO Colette Kress shared commentary that revealed four key developments in its business, beyond the company's first quarter earnings-per-share beat.

CEO Jensen Huang says that Nvidia's growth prospects go beyond the massive spending from hyperscalers. Hyperscalers are the massive cloud providers, like Microsoft and Alphabet, that are spending hundreds of billions of dollars on AI. The concern on Wall Street is that eventually these companies will eventually stop spending as much on Nvidia chips.

Stocks rally back with the Dow jumping more than 600 points as rate and oil fears ease.

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.

Nvidia's first-quarter data center sales soared by 92% from last year to $75 billion, a new record. Nvidia also changed how it breaks up data center sales in its reporting. It's now showing how much of it comes from outside of the so-called "hyperscalers" of Amazon.com, Microsoft, Alphabet, and Meta Platforms.

Generation IM Q1 2026 13F: portfolio drops to $11.16B; top holdings MSFT, AMZN & GOOGL; big buys/sells and new picks.

Microsoft is responsible for over 90% of the carbon removal market, and reports suggested the company was pausing purchases entirely. This new deal should help assuage the fears of CDR startups.

JPMorgan International Value ETF provides global equity diversification with a value tilt and competitive yield across developed and emerging markets.