Sharemaestro company-news research for Microsoft Corporation (MSFT), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Measured evidence
Company news sentiment
MSFT news sentiment
Microsoft Corporation
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score50Neutral is 50
Balanced news tone
78/100 evidence confidence
94% direct company focus
231 current stories across 34 publishers
Current company news
Balanced news tone
The score uses 231 current company stories from 34 publishers.
Observed headline tone50/100
→
Published 30-day score50/100
Latest source headline
Microsoft Corporation $MSFT is Janus Henderson Group PLC's 2nd Largest Position
MarketBeat · 15 Aug 2026 09:00
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
231 current stories are mapped specifically to MSFT.
The score uses 34 publishers rather than depending on one outlet.
The current stories agree at 82/100.
What limits the score
No major limit stands out.
50/100
News scoreBalanced news tone
78/100
Confidencesolid confidence
94%/100
Company news231 company stories
82/100
Story agreement18/100 difference
News history
Daily score and story count over 30 days
17 Jul01 Aug15 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence100
7.891 after freshness weightingSource breadth100
34 independent publishersCompany relevance94
share tied directly to this companyFreshness45
recency-weighted evidenceAgreement82
how closely stories agreePublisher mix83
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
News tone and price action are not far from neutral.
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
20 Feb22 May14 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
14 Aug 202658USD 495.4-0.9%
07 Aug 202649USD 499.99+7.6%
31 Jul 202653USD 464.72+21.8%
24 Jul 202648USD 381.7-3.1%
17 Jul 202650USD 393.82+2.3%
10 Jul 202649USD 385.1-1.4%
03 Jul 202651USD 390.49+4.7%
26 Jun 202651USD 372.97-1.7%
News subjects
What is shaping the score
Earnings56122 stories · 53%
Market update4971 stories · 31%
Regulatory and legal2714 stories · 6%
Analyst action5713 stories · 6%
Macro sensitivity555 stories · 2%
Deals and strategy623 stories · 1%
Guidance501 stories · 0%
Source mix
Where the evidence comes from
finance.yahoo.com5749 stories · 21%
MarketBeat5440 stories · 17%
The Motley Fool5724 stories · 10%
Market source598 stories · 3%
PR Newswire225 stories · 2%
simplywall.st555 stories · 2%
Yahoo! Finance Canada475 stories · 2%
Recurring subjects
Subjects appearing most often
Technology100Earnings83Financial Markets78Finance43AI36EARNINGS19CLOUD-COMPUTING17Economy Macro12SEMICONDUCTORS11CLOUD10
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
21 Jun50 neutral15 Aug 10:56
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 15 Aug 10:56 | 58 | +0 | 79/100 (-1) | 475 (+2) | Measured |
| 14 Aug 23:59 | 58 | +0 | 80/100 (-1) | 473 (+7) | Measured |
| 13 Aug 23:59 | 58 | +1 | 81/100 (-1) | 466 (+59) | Measured |
| 12 Aug 23:59 | 57 | +1 | 82/100 (-1) | 407 (+69) | Measured |
| 11 Aug 23:59 | 56 | +0 | 83/100 (-1) | 338 (+88) | Measured |
| 10 Aug 23:59 | 56 | +4 | 84/100 (+1) | 250 (+62) | Measured |
| 09 Aug 23:59 | 52 | +0 | 83/100 (+4) | 188 (+25) | Measured |
| 08 Aug 23:59 | 52 | +3 | 79/100 (+8) | 163 (+25) | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#1—Not directional
MarketBeatDirect company coverageStored article
Microsoft Corporation $MSFT is Janus Henderson Group PLC's 2nd Largest Position
Janus Henderson Group PLC reduced its stake in Microsoft Corporation by 10.9% in the first quarter but still holds a significant position, making it their second-largest holding. Microsoft reported strong quarterly earnings, exceeding analyst estimates, and continues to receive broad bullish ratings from analysts. However, investors are monitoring potential pressures on free cash flow and cloud margins due to substantial AI infrastructure spending and geopolitical uncertainties from its China operations.
EarningsTechnologyFinancial Markets
- Published
- 15 Aug 2026 09:00
- News subject
- Earnings
- Why this score
- Operating growth, Institutional or insider selling
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.1d old
- Duplicates
- 1 consolidated
#256Tone
TipRanksDirect company coverageStored article
Blackstone Inc. Boosts Microsoft Stake with 47,606 Shares
Blackstone Inc., led by Stephen A. Schwarzman, recently increased its stake in Microsoft (MSFT) by 47,606 shares. According to Spark, TipRanks' AI Analyst, MSFT is rated as "Outperform" due to its strong financial quality, durable high margins, and confident FY'27 growth guidance driven by Azure/AI momentum. While technicals are supportive, valuation and near-term cash flow pressures from AI infrastructure investments and weakness in More Personal Computing are identified as constraints.
Financial MarketsTechnologyEarnings
- Published
- 15 Aug 2026 03:57
- News subject
- Analyst action
- Why this score
- Institutional or insider buying
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 43/100
- 30-day weight
- 1.3% of the score · 0.3d old
- Duplicates
- 1 consolidated
#3—Not directional
Foreign Policy JournalDirect company coverageStored article
Microsoft (NASDAQ: MSFT) Dominates Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Long-Term Investors
The article compares Microsoft (MSFT) and Applied Digital (APLD), both prominent in AI infrastructure, highlighting their contrasting financial health. While Applied Digital showed explosive revenue growth, it also reported significant losses and customer concentration risks. Microsoft, on the other hand, demonstrated massive revenue, high profitability, and strong free cash flow, making it a more compelling long-term investment due to its financial stability and accelerating AI adoption.
EarningsTechnologyFinancial Markets
- Published
- 14 Aug 2026 22:14
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.5d old
- Duplicates
- 1 consolidated
#463Tone
finance.yahoo.comDirect company coverageStored article
JPMorgan set a serious Microsoft stock price target for 2027
Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative shifted. Two weeks later, JPMorgan is following that shift with a price target that says Microsoft has a long way left to run. Analyst Samik Chatterjee raised his December 2027 target to $625 from $550 on Aug. 13 while keeping his Overweight rating, according to Seeking Alpha. That implies roughly 3
AICloudEarningsEarnings ReportGrowth RatePrice Target
- Published
- 14 Aug 2026 16:33
- News subject
- Earnings
- Why this score
- Large positive market reaction, Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 51/100
- 30-day weight
- 1.5% of the score · 0.8d old
- Duplicates
- 1 consolidated
#5—Not directional
International Business TimesDirect company coverageStored article
Microsoft Copilot Predicts $0.65 Cardano by 2027. Whales Are Already Buying.
Microsoft's Copilot AI predicts Cardano (ADA) could reach $0.65 by late 2026, with a bullish range of $0.80 to $1.20, despite its recent 95% price drop. This prediction is supported by significant infrastructure upgrades like the upcoming Ouroboros Leios mainnet and increased accumulation by large holders, who have acquired 240 million ADA recently. The article also highlights an upcoming SEC decision on a spot ADA ETF on October 23, 2026, as a major catalyst for the cryptocurrency's price.
BlockchainFinancial Markets
- Published
- 14 Aug 2026 17:10
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.7d old
- Duplicates
- 1 consolidated
#6—Not directional
simplywall.stDirect company coverageScored from headline
Microsoft Stock And 2 AI Infrastructure Picks Backed By Cloud And Chip Demand
- Published
- 14 Aug 2026 15:33
- News subject
- Macro sensitivity
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.8d old
- Duplicates
- 1 consolidated
#7—Not directional
finance.yahoo.comDirect company coverageStored article
Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned
AICloudEarningsHedge FundsPrice TargetShare Price
- Published
- 14 Aug 2026 13:54
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.9d old
- Duplicates
- 1 consolidated
#8—Not directional
TradingViewDirect company coverageStored article
How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?
Salesforce is intensifying its competition with Microsoft and Oracle in agentic AI through its Agentforce platform, which integrates customer data, business applications, and autonomous AI agents. Agentforce is showing significant commercial traction with rapid growth in annual recurring revenues and AI token processing, driven largely by its existing customer base. Despite strong competition from Microsoft's Copilot and Oracle's data-centric AI, Salesforce aims to establish Agentforce as the leading AI layer for CRM solutions.
AIAgentic AICrmEarningsEnterprise SoftwareFourth Quarter
- Published
- 14 Aug 2026 14:37
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.8d old
- Duplicates
- 2 consolidated
#971Tone
TipRanksDirect company coverageScored from headline
Microsoft’s (MSFT) Cloud Gains Can Sustain Double-Digit Earnings Growth
- Published
- 14 Aug 2026 12:05
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- High · 62/100
- 30-day weight
- 3% of the score · 1.0d old
- Duplicates
- 1 consolidated
#1040Tone
Simply Wall StreetDirect company coverageStored article
Is S&P Global (SPGI) Overvalued Following Its Expanded Microsoft AI Partnership?
S&P Global (SPGI) has recently expanded its AI partnership with Microsoft, integrating its data and analytics into Microsoft 365 Copilot tools. Despite this development and recent positive short-term share price performance, the stock's year-to-date return is down, and it is currently considered 11.2% overvalued with a fair value of $380 against a last close of $422.67. This overvaluation is attributed to near-term AI-related uncertainty, slower growth expectations, and shifting investor sentiment, particularly in its ratings segment.
EarningsEconomy MacroFinancial MarketsTechnology
- Published
- 14 Aug 2026 06:39
- News subject
- Earnings
- Why this score
- Negative valuation view
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 47/100
- 30-day weight
- 1.4% of the score · 1.2d old
- Duplicates
- 1 consolidated
#11—Not directional
finance.yahoo.comDirect company coverageStored article
Microsoft Stock Rises as Ackman Reaffirms Azure Bet
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new position. The real story is what Bill Ackman (Trades, Portfolio)'s fund sees ahead. Microsoft is spending heavily to build AI capacity today, and Pershing believes Azure, Microsoft 365 and Copilot can turn those billions into a much bigger earnings machine tomorrow. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MS
AICloud ComputingEarningsEarnings GrowthPrice Target
- Published
- 13 Aug 2026 19:21
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.6d old
- Duplicates
- 1 consolidated
#1258Tone
finance.yahoo.comDirect company coverageStored article
JP Morgan Revises Microsoft Stock Target For 2026
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik Chatterjee raised his December 2027 price target to $625 from $550 while keeping an Overweight rating, pointing to potential acceleration across both Azure and Microsoft 365 Commercial Cloud. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test
AIArtificial IntelligenceCLOUD-COMPUTINGCloud ComputingCloud ServicesEARNINGS
- Published
- 13 Aug 2026 18:42
- News subject
- Analyst action
- Why this score
- Analyst upgrade, Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- 0.8% of the score · 1.7d old
- Duplicates
- 1 consolidated
#13—Not directional
finance.yahoo.comDirect company coverageStored article
Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?
Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft branch offices and joint ventures in China have closed over the past five years, with the company even weighing a full exit in 2023. Microsoft insists it has no current plans to leave. Still, the retreat raises a fair question for anyone riding Microsoft's AI-driven rally: does China actually move the needle an
AIChinaCloud ComputingFourth QuarterMicrosoftNet Income
- Published
- 13 Aug 2026 17:59
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.7d old
- Duplicates
- 1 consolidated
#14—Not directional
finance.yahoo.comDirect company coverageStored article
What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.
Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading
Tech
- Published
- 13 Aug 2026 16:53
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#15—Not directional
finance.yahoo.comDirect company coverageStored article
Microsoft Is Retreating in China, but AI Keeps a Door Open
This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 branch offices and joint ventures in China over the past five years and even toyed with quitting the country entirely in 2023, Reuters reported.In the end, the company stayed. One reason is that it has capitalized on making money enabling Chinese companies like ByteDance and Shein run global o
China MarketCloud ComputingGeopoliticsTech
- Published
- 13 Aug 2026 16:51
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#1669Tone
GuruFocusDirect company coverageScored from headline
Microsoft (MSFT) Stock Target Raised by JPMorgan to $625 Amid Po
- Published
- 13 Aug 2026 15:33
- News subject
- Analyst action
- Why this score
- Analyst upgrade
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 54/100
- 30-day weight
- 1.2% of the score · 1.8d old
- Duplicates
- 1 consolidated
#17—Not directional
MicrosoftDirect company coverageStored article
Keeping the enterprise secure by default: Secure Boot certificate updates at Microsoft
Microsoft proactively updated Secure Boot certificates on its 500,000 Windows client devices to maintain security against boot process threats. This complex project, involving diverse device types and extensive testing, aimed to ensure secure-by-default devices and minimize disruption before certificates expire in 2026. The effort achieved 97% compliance globally by starting early, leveraging telemetry, and deploying in phased rings.
Technology
- Published
- 13 Aug 2026 16:08
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.8d old
- Duplicates
- 1 consolidated
#18—Not directional
finance.yahoo.comDirect company coverageStored article
How the AI boom is keeping Microsoft in China
View Comments
AutomotiveEarningsTech
- Published
- 13 Aug 2026 14:01
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.9d old
- Duplicates
- 1 consolidated
#19—Not directional
finance.yahoo.comDirect company coverageStored article
Why this analyst sees another 30% rip in Microsoft stock
Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price target to $625 from $550. The revised price target assumes about 30% upside from current trading levels. Chatterjee made two important points in explaining his price target hike: Point one: "We have a favorable view on the growth outlook for the company, wherein we envision an acceleration in the growth of both Azure and M365 Comm
AICloud ComputingEarningsEarnings GrowthEarnings ReportFourth Quarter
- Published
- 13 Aug 2026 13:27
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.9d old
- Duplicates
- 2 consolidated
#20—Not directional
finance.yahoo.comDirect company coverageStored article
Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals
Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading
Tech
- Published
- 13 Aug 2026 12:01
- News subject
- Market update
- Why this score
- Buy Point
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.0d old
- Duplicates
- 1 consolidated
#2143Tone
finance.yahoo.comDirect company coverageStored article
Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open
By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy activists, but not Bill Gates and Microsoft's then-CEO Steve Ballmer, who suggested Google was overreacting. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as a strategy of
China MarketCloud ComputingGeopolitical TensionsTech
- Published
- 13 Aug 2026 10:03
- News subject
- Market update
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 34/100
- 30-day weight
- 0.3% of the score · 2.0d old
- Duplicates
- 1 consolidated
#22—Not directional
GuruFocusDirect company coverageScored from headline
Microsoft (MSFT) Stock Rises 26% Post Q4 Earnings Report
- Published
- 13 Aug 2026 08:05
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.1d old
- Duplicates
- 1 consolidated
#23—Not directional
finance.yahoo.comDirect company coverageStored article
German Firms Shift Microsoft Strategies from Cloud to AI
Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm. The 2026 ISG Provider Lens® Microsoft AI and Cloud Ecosystem report for Germany finds that Microsoft is integrat
AICLOUDCloudGERMANYGermanyMICROSOFT
- Published
- 13 Aug 2026 08:00
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.1d old
- Duplicates
- 1 consolidated
#2484Tone
finance.yahoo.comDirect company coverageStored article
Adyen lifts 2026 revenue outlook after strong first half
Aug 13 (Reuters) - Adyen, the Dutch firm that handles payments for Spotify and Microsoft, raised its annual revenue growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, compared with a previous range of 20% and 22%. (Reporting by Gianluca Lo Nostro and Leo Marchandon;) View Comments
- Published
- 13 Aug 2026 05:41
- News subject
- Earnings
- Why this score
- Guidance raised, Operating growth
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Story strength
- High · 73/100
- 30-day weight
- 2.9% of the score · 2.2d old
- Duplicates
- 1 consolidated
#25—Not directional
Simply Wall StreetDirect company coverageStored article
How Investors Are Reacting To Paychex (PAYX) Integrating WISE Into Microsoft 365 Copilot And Teams
Paychex (PAYX) recently integrated its AI-powered WISE engine into Microsoft 365 Copilot and Teams, expanding its human capital management capabilities into widely used workplace tools. This move aims to enhance workforce insights and streamline decision-making for businesses, though the article suggests the integration primarily reinforces Paychex's existing AI strategy rather than immediately altering its investment narrative, which remains focused on Paycor integration risks. Analysts have cautious revenue and earnings forecasts for Paychex, with some questioning the impact of the WISE integration on accelerating larger deals.
EarningsFinancial MarketsTechnology
- Published
- 13 Aug 2026 00:38
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.4d old
- Duplicates
- 2 consolidated
#26—Not directional
Finextra ResearchDirect company coverageStored article
S&P Global data integrated into Microsoft 365 Copilot
Microsoft has partnered with S&P Global to integrate S&P Global's AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. This integration allows customers to use S&P Global intelligence for tasks like financial analysis and competitive benchmarking directly within Microsoft 365. The collaboration aims to enhance decision-making by providing high-quality, contextualized data within AI-driven workflows.
FinanceFinancial MarketsTechnology
- Published
- 12 Aug 2026 23:02
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.5d old
- Duplicates
- 2 consolidated
#2764Tone
Market sourceDirect company coverageStored article
Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch
Among Alphabet, Amazon, Meta Platforms, and Microsoft, Microsoft appears to have the least upside potential over the next 12 months based on current analyst price targets. However, this outlook is skewed by a recent rapid surge in Microsoft's stock price following strong Q4 fiscal 2026 results. Analysts may revise their targets upwards as the initial rally subsides, suggesting the current projection isn't as negative as it initially seems.
EarningsFinancial MarketsTechnology
- Published
- 12 Aug 2026 19:41
- News subject
- Earnings
- Why this score
- Positive valuation view
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 49/100
- 30-day weight
- 1.2% of the score · 2.6d old
- Duplicates
- 1 consolidated
#2838Tone
finance.yahoo.comDirect company coverageStored article
Microsoft Stock Drops While Maia Chip Ambitions Expand
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as early as September. Microsoft has not confirmed that timeline, so September remains speculation rather than a firm launch date. But forget the exact month for a second. The real story is bigger. Microsoft is pouring tens of billions of dollars into AI infrastructure, and it does not want to writ
AIAzureCapital ExpenditureSemiconductorsTech
- Published
- 12 Aug 2026 17:23
- News subject
- Market update
- Why this score
- Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- 0.4% of the score · 2.7d old
- Duplicates
- 1 consolidated
#29—Not directional
Quiver QuantitativeDirect company coverageStored article
Fund Update: New $50.4B $MSFT stock position opened by JPMORGAN CHASE & CO
JPMORGAN CHASE & CO has opened a new $50.4 billion position in Microsoft (MSFT) stock, as revealed by a recent SEC 13F filing for the Q2 2026 report period. This move highlights significant institutional activity in MSFT, with 3,308 investors adding shares while 2,639 decreased their positions. The article also details insider trading, government contracts, congressional stock trading, and analyst ratings for MSFT.
Financial MarketsTechnology
- Published
- 12 Aug 2026 17:08
- News subject
- Analyst action
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.7d old
- Duplicates
- 1 consolidated
#30—Not directional
finance.yahoo.comDirect company coverageStored article
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting
AIBALANCE SHEETBIG-TECHBalance SheetBig TechCLOUD-COMPUTING
- Published
- 12 Aug 2026 15:00
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.8d old
- Duplicates
- 1 consolidated
Earlier company news
MSFT news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Older news is kept in the archive
There are 170 older MSFT headlines. Open one page at a time when you need them.
Open older archiveProvider matches checked
Provider mentions not used in the score
A news provider linked these stories to MSFT, but the headline and available text are not mainly about Microsoft Corporation. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.
Aug082026
seekingalpha.comProvider mentionNot included in score
SA Asks: Should Google's AI leadership changes concern investors?
[Artificial Intelligence AI Assistant Apps - ChatGPT, Google Gemini, Anthropic Claude] How concerned should Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL [https://seekingalpha.com/symbol/GOOGL]) investors be about Google's recent AI leadership changes? Seeking Alpha analysts Geneva Investor [https://seekingalpha.com/author/geneva-investor] and Cash Flow Venue [https://seekingalpha.com/author/cash-flow-venue] weigh in. Geneva Investor [https://seekingalpha.com/author/geneva-investor]: Personally, I would separate this news into two parts. The reorganization itself mostly formalizes how the lab already ran, with Demis Hassabis moving to become DeepMind's chair and Alphabet's chief scientist (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL [https://seekingalpha.com/symbol/GOOGL]) and Koray Kavukcuoglu taking over day-to-day operations and Gemini model development. The departures are the part that probably scared the market: Jeff Dean leaving with Sanjay Ghemawat, Oriol Vinyals, and Quoc Le, just weeks after Noam Shazeer went to OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and John Jumper to Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]), and with Gemini 3.5 Pro still unreleased. Even so, I think a ~4% reaction overstates the impact of these key people leaving. My case on Google has always rested on it owning the most integrated AI stack in the industry: its own TPUs, data centers, frontier models, and cloud, along with a multi-billion Cloud backlog to monetize its AI stack. Those are institutional assets, and Dean and Ghemawat spent 27 years building infrastructure that will outlive them. What I will watch to assess the impact of these changes is releases, not the organizational chart. I think that as long as Gemini 4 arrives on schedule under Kavukcuoglu, the story is closed. But a slip may make it a real thesis risk, and the beneficiaries would be Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) through OpenAI and, to a lesser degree, Meta Platforms (META [https://seekingalpha.com/symbol/META]). Cash Flow Venue [https://seekingalpha.com/author/cash-flow-venue]: I think investors should pay attention, but not overreact. Yes, Jeff Dean's departure is surely a loss. I mean, he's always been one of the top AI and engineering talents at GOOG. But Demis Hassabis is staying at Alphabet in an even more strategic role focused on long-term AI. I don't think these changes materially alter the long-term investment thesis. For now, I'd view this as a transition rather than a red flag. As long as GOOG's large (and just increasing) CapEx drives their AI and cloud supply (which was lately showcased by high double-digit Google Cloud growth), I will consider this transition solid. I believe that Koray Kavukcuoglu, who is a former CTO and a long-time DeepMind member, will take this over very, very well. * Trending AI Stocks [https://seekingalpha.com/screeners/9ec83fbab1-Trending-AI-Stocks] MORE ON ALPHABET * Why Alphabet Is A Fantastic Value [https://seekingalpha.com/article/4931601-why-alphabet-is-a-fantastic-value] * Alphabet: Vindicated By Association [https://seekingalpha.com/article/4929870-alphabet-vindicated-by-association] * Alphabet: The $514 Billion Backlog Doesn't Lie [https://seekingalpha.com/article/4929794-alphabet-the-514-billion-backlog-doesnt-lie] * Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS [https://seekingalpha.com/news/4629570-cloud-capex-forecast-calls-for-29-jump-in-2027-as-compute-demand-exceeds-capacity-ms] * Alphabet sells more debt to fund AI ambitions [https://seekingalpha.com/news/4627966-alphabet-sells-more-debt-to-fund-ai-ambitions]
- Published
- 8 Aug 2026 20:51
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch where the risk is hiding, and Tenable wants to be the company holding that flashlight.Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner Bull Case: Closing The Gap Nobody Was Watching The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard nobody checks. The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion. Bear Case: The Growth Question Behind The Discount That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently. Story Continues What The Trading Data Says Hedge fund ownership rose from 40 funds to 41 in the most recent quarter, a modest but real uptick in institutional interest. Short interest sits at 11.3% of float, enough to show a bear case exists alongside the bull one. The forward price-to-earnings ratio of 18.28 is far from expensive for a growing software company, which lines up with the discounted price-to-sales ratio and suggests the market has not yet given Tenable full credit for its improving profitability. Where This Leaves Investors Tenable is chasing a real and growing problem in AI exposure, and its second-quarter numbers show the platform strategy is starting to translate into actual profit. The valuation gap versus CrowdStrike and Palo Alto Networks is wide enough to leave room for the stock to re-rate if growth hold
- Published
- 8 Aug 2026 19:59
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
AI is Hollowing Out Tech Sector Jobs: Oracle and Microsoft Help Push Layoff Rate to 20-Year High
Quick Read Tech's layoff rate hit 2.3% in June, surpassing peaks from the 2008 financial crisis and 2001 recession, as 63,000 workers were cut. Oracle cut 21,000 jobs, representing 13% of its workforce, explicitly citing AI deployment, while Cisco and Intuit redirected labor savings into AI infrastructure. AI accounts for 23% of all 2026 U.S. job cut announcements, though some companies may use the label to dress up ordinary cost-cutting. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today. The AI boom has created a strange split-screen economy. Companies are spending hundreds of billions of dollars on chips, data centers, and software while simultaneously shrinking the workforces that once powered the technology industry. The promised payoff is higher productivity, but the immediate result is becoming harder to ignore: fewer people are needed to produce more.Inside Creative House / Shutterstock.com That tension is showing up in the labor data. According to the Bureau of Labor Statistics' Job Openings and Labor Turnover Survey (JOLTS), the information sector's layoff rate jumped 0.7 percentage point in June to 2.3% -- meaning roughly 2.3% of workers were laid off or discharged during the month. The rate has more than doubled since November, as 63,000 workers were let go in June, the third-highest monthly total since April 2020. Tech Layoffs Are Accelerating The six-month moving average layoff rate climbed to 2.0%, its second-highest reading on record. For perspective, it peaked at roughly 1.5% during both the 2008 financial crisis and the 2001 recession. This isn't simply an economic downturn story. The biggest technology companies are actively reshaping their labor needs around AI. By absolute job losses heading into the summer, the leaders included: Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today. Company Jobs Cut Oracle (NASDAQ:ORCL) 21,000 Microsoft (NASDAQ:MSFT) 4,800 Cisco (NASDAQ:CSCO) 4,000 Intuit (NASDAQ:INTU) 3,000 Oracle's 21,000-job reduction represented about 13% of its workforce and fully one-third of the quarter's total. Microsoft eliminated roughly 4,800 positions, or 2.1% of its global workforce, according to the company's July announcement. The percentages become even more striking at smaller companies. Groupon (NASDAQ:GRPN) is cutting up to 400 positions, nearly 25% of its workforce, while ClickUp eliminated 22% of its staff and Intuit cut 17%. Story Continues 24/7 Wall St. Silicon Valley is trading payroll for processors, driving layoff rates to near-record highs. This is the brutal math behind the AI-driven 'split-screen' economy. © 24/7 Wall St. AI Is Cutting Jobs Two Ways There are two forces driving these reductions: Direct automation: Oracle's 10-K explicitly says the adoption and deployment of AI across its operations has resulted -- and may continue to result -- in workforce reductions. Capital reallocation: Cisco said its reduction of ne 4,000 jobs was part of redirecting resources toward AI, silicon, optics, and security. Intuit's 3,000-job reduction similarly targeted organizational complexity while shifting resources toward AI initiatives. The distinction matters for investors. AI doesn't have to replace an employee directly to eliminate that employee's job. If a company can generate more revenue with fewer workers and redeploy the savings into AI infrastructure, the economic outcome is the same: labor becomes a smaller portion of the business. Don't Ignore the AI-Washing Argument Granted, AI may be getting too much credit. Challenger, Gray & Christmas reported that AI was cited in 40% of announced U.S. job cuts in May -- its highest share on record -- before accounting for 31% of cuts in June. Through June, AI had been cited in 101,743 announced cuts, or 23% of the year's total. That leaves room for skepticism. Com
- Published
- 8 Aug 2026 16:38
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.
Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify sky-high valuations. Anything less can send shares lower. Advanced Micro Devices (AMD) learned that lesson the hard way after reporting its second-quarter results for fiscal 2026 on Aug. 4 after the market closed. The chipmaker edged past analysts' expectations on both top and bottom lines and even lifted its long-term outlook, reinforcing confidence in the company's AI-driven expansion. Yet instead of celebrating, investors headed for the exits, sending AMD stock down 7% on Wednesday. The reaction underscored a new reality on Wall Street that a solid "beat-and-raise" quarter no longer guarantees a positive market response when expectations are already sky-high. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…' SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock. As the Market Crashed in 1987, Paul Tudor Jones Made $100 Million in a Single Day: 'The Most Important Rule of Trading Is to Play Great Defense, Not Great Offense' Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Even so, the bigger picture has not changed much. AMD's stronger long-term guidance, expanding data center business, and AI GPU roadmap continue to strengthen its investment case. In fact, several Wall Street brokerage firms responded to the earnings report by raising their price targets, signaling confidence that the company's AI growth story remains intact despite the post-earnings sell-off. The post-earnings sell-off leaves AMD 17.9% below its June peak. Let's analyze whether this pullback represents a buying opportunity or a reason for investors to stay on the sidelines. About Advanced Micro Devices Stock Santa Clara-based Advanced Micro Devices is one of the world's leading semiconductor companies, designing the chips that power AI data centers, cloud computing, personal computers, gaming consoles, and enterprise applications. The company has a market capitalization of $798 billion. AMD has strengthened its position in recent years through its EPYC server processors and Instinct AI accelerators, which are seeing growing adoption among cloud providers and enterprise customers. With a broad portfolio spanning CPUs, GPUs, networking, and software, AMD is well positioned to benefit from the rising demand for AI infrastructure and high-performance computing. Story Continues AMD stock has been one of the market's biggest AI success stories over the past year, as investors increasingly embraced the company's growing role in powering the next wave of AI. The rally gained steam heading into the summer. As confidence in AMD's AI roadmap grew, several brokerages raised their price targets toward the end of June, further cementing that the company was emerging as one of the industry's biggest long-term winners. That wave of optimism pushed the stock to an all-time high of $584.73 on June 30. But in today's AI market, momentum can change overnight. The very next trading session, AMD tumbled 7% after reports suggested that Meta Platforms (META) could begin reselling excess AI computing capacity, sparking fresh questions about competition across the AI infrastructure landscape. However, on July 6, Japanese autonomous driving startup Turing revealed it had started using AMD's AI GPUs for roughly 10% of its AI training workloads and had also secured funding from AMD's venture capital arm. The announcement highlighted another meaningful customer win in AI, helping AMD's shares climb 6.6% as optimism returned to the semiconductor sector. The
- Published
- 8 Aug 2026 16:15
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
Is AMD Stock a Buy on the Dip as AI Revenue Surges?
Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027. While the stock is well off its high, it is still up around 125% on the year. Let's dig into the company's earnings results and prospects to see why I think this dip could be a good buying opportunity. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Helios to be a major growth driver While AMD saw some benefits from the initial phase of AI training, it was largely just getting scraps as hyperscalers (owners of large data centers) looked to keep rival Nvidia honest. However, with the rise of inference and agentic AI, AMD is set to become a major AI player. The company has long been a leader in data center central processing units (CPUs), where it has been taking share from Intel, and this market is now set to explode. Inference and agentic AI require the use of many more CPUs compared to training, with the GPU-to-CPU ratio expected to go from 8-to-1 for training to 4-to-1 for inference, and 1-to-1 for agentic AI. It projects that this will be a $220 billion market opportunity in the next few years. In Q2, AMD saw its data center CPU revenue surge 70%, and it now expects server CPUs to grow by more than 80% year over year in the second half of this year and by more than 70% in 2027. At the same time, the company's graphics processing units (GPUs) have gained traction in the inference market. Inference is more about memory access and latency, and its chiplet design can be packaged with more high bandwidth memory (HBM) to help reduce latency. Importantly, AMD will start delivering its first-ever full-rack AI system, Helios, this quarter, combining its GPUs, CPUs, and networking components, with shipments expected to start to ramp up in Q4. This should be a major driver for the company, as it has major inference deals in place with hyperscalers, including OpenAI, Meta Platforms, Anthropic, and Microsoft. Overall, AMD's Q2 revenue climbed by 50% year over year to $11.54 billion, which was an acceleration from the 38% growth it saw in Q1. Adjusted gross margin came in at 56%, up 1,300 basis points from a year ago, helped by a greater percentage of revenue coming from its data center products. Adjusted earnings per share surged 246% to $1.66. The results surpassed the consensus of $1.62 in adjusted EPS on $11.28 billion in revenue. Story Continues Data center revenue skyrocketed 107% year over year in the quarter to $6.7 billion. Client and gaming segment revenue, meanwhile, rose by 6% to $3.8 billion. Within the segment, client revenue jumped by 23% to $3.1 billion, while gaming revenue plunged 31% to $779 million due to lower semi-custom sales. AMD's smaller embedded segment, meanwhile, saw revenue climb by 19% to $977 million. Looking ahead, AMD guided for Q3 revenue to grow by 41% year over year to $13 billion, plus or minus $300 million. It is targeting an adjusted gross margin of 56%.Image source: The Motley Fool. Time to buy the dip While AMD's stock is not cheap on the surface, trading at a forward price-to-earnings (P/E) ratio of 35 times 2027 analyst estimates, the company is riding two powerful trends in inference and agentic AI. Meanwhile, it has a forward price/earnings-to-growth (PEG) ratio of only 0.3, with a ratio below 1 typically meaning a stock is undervalued. AMD is still in the early innings of its growth curve, and with Helios just around the corner, this is a company with massive growth potential ahead. As such, I'd be a buyer on this price dip. Should you buy stock in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Mot
- Published
- 8 Aug 2026 15:50
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.
Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year earlier. The segment now accounts for 58% of total company revenue, up from roughly 42% in the year-ago period. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…' SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock. As the Market Crashed in 1987, Paul Tudor Jones Made $100 Million in a Single Day: 'The Most Important Rule of Trading Is to Play Great Defense, Not Great Offense' Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! This is no longer a recovery narrative or a cyclical bounce. AMD management's own language reflects the change. CEO Lisa Su called the quarter "excellent," citing the more-than-doubling of data center revenue, while CFO Jean Hu stated that data center sales are expected to accelerate further in the second half of 2026. The question now is straightforward. With data center demand still intensifying across the industry and AMD's next generation of AI systems beginning to ramp, what actually comes next for this business and for the stock? AMD's Data Center Engine Advanced Micro Devices is an $845.6 billion U.S.-based semiconductor company that designs high-performance CPUs and GPUs for data centers, PCs, and gaming from its headquarters in Santa Clara, California. Since the start of the year, shares are up 128.5% and 199.95% over the past 12 months. www.barchart.com That strong run has also made the stock expensive, with the stock trading at a forward price-to-earnings ratio of 82.67 times and a price-to-sales multiple of 24.41 times, both well above the sector's median of 24.14 times and 3.20 times. On August 4, AMD reported Q2 CY2026 results that highlight the centrality of the data center business to its story. AMD's data center segment delivered $6.7 billion, up 107% year-over-year (YOY), driven by strong demand for EPYC processors and Instinct GPUs. Its revenue reached $11.54 billion, up 50.1% YOY and modestly above analyst expectations of $11.35 billion. This translated into adjusted EPS of $1.66 versus estimates of $1.61. Story Continues The company's adjusted EBITDA came in at $3.32 billion for a 28.7% margin, comfortably ahead of the $2.88 billion forecast. This same period saw client and gaming revenue at $3.8 billion, with client at $3.1 billion rising 23% and gaming at $779 million falling 31%, while embedded revenue reached $977 million, up 19%. Their operating margin improved to 17.3% from -1.7% a year earlier. AMD's Multi‑Year Data Center Plans AMD is lining up partnerships that could support its data center growth well beyond the latest quarter. First, its deal with Core Scientific (CORZ) gives AMD access to up to 2.5 gigawatts of U.S. data center capacity for Instinct GPUs, EPYC processors, and ROCm software. The rollout begins with more than 500 megawatts in 2027 and can expand over time as customer demand grows. That added capacity should help AMD support larger deployments, including its work with Anthropic. Anthropic plans to deploy up to 2 gigawatts of MI450 GPUs in AMD Helios systems, with the first 1 gigawatt expected to begin deployment in the first half of 2027. The companies will also use Claude to improve workloads on AMD Instinct GPUs and support ROCm development. AMD has committed up to $5 billion in Anthropic, adding a financial link to the partnership. In addition, AMD is building out its position in faster AI response systems through its work with Cerebras (CBRS). Cerebras plans to deploy AM
- Published
- 8 Aug 2026 14:45
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
Dear Nebius Stock Fans, Mark Your Calendars for August 12
Quarterly Report by SkazovD via Shutterstock For a company that barely existed on most investors' radar a couple of years ago, Nebius Group N.V. (NBIS) has climbed the ranks remarkably fast. The AI cloud company has become one of the most closely watched names in the AI infrastructure space by building a full-stack platform that helps developers and enterprises train, deploy, and scale AI models. Backed by deep engineering expertise and an expanding global footprint, Nebius has steadily carved out a niche for itself as demand for AI computing infrastructure continues to surge. Now, all eyes are on the company's next big milestone. Nebius is scheduled to report its second-quarter 2026 financial results before the market opens on Wednesday, Aug. 12, giving investors fresh insight into whether the artificial intelligence (AI) highflier can keep the ball rolling. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…' SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock. As the Market Crashed in 1987, Paul Tudor Jones Made $100 Million in a Single Day: 'The Most Important Rule of Trading Is to Play Great Defense, Not Great Offense' Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. The stakes are high, and for good reason. Nebius shares have more than doubled so far in 2026, fueled by explosive revenue growth, strategic partnerships with technology giants like Meta Platforms (META) and Microsoft (MSFT), and a $2 billion investment from Nvidia Corporation (NVDA). More recently, the company strengthened its long-term growth story by securing a roughly $775 million senior secured debt facility and unveiling an asset-light AI cloud model that could accelerate global expansion while easing capital requirements. Even so, every rose has its thorn. The stock is down 40% from its June record high, suggesting investors now want proof that Nebius can translate ambitious expansion plans into sustainable financial results. With Wall Street remaining broadly bullish ahead of the earnings release, the upcoming report could determine whether Nebius can justify its premium valuation and put the recent pullback in the rearview mirror. About Nebius Stock Headquartered in Schiphol, the Netherlands, Nebius Group is an AI infrastructure company focused on building a full-stack cloud platform for AI applications. The company provides large-scale GPU clusters, AI cloud services, and developer tools that help enterprises train and deploy AI models. Story Continues Beyond its core business, Nebius owns TripleTen, a technology-focused reskilling platform, and Avride, which develops autonomous driving and delivery robotics technologies. Backed by a strategic partnership with Nvidia, Nebius is rapidly expanding its AI cloud infrastructure to serve customers across industries, including healthcare, finance, robotics, and government. Led by founder and CEO Arkady Volozh, the company has also expanded into AI supercomputing and today commands a market capitalization of $48 billion. Nebius has been one of the market's standout performers, richly rewarding investors who stayed the course. Over the past 52 weeks, NBIS stock has skyrocketed 184.3%, with the stock climbing another 121.8% so far in 2026. Much of that momentum took shape after the company delivered a blockbuster first-quarter 2026 earnings report in May, reinforcing confidence that its rapid AI-driven growth was more than just hype. The excitement only intensified in June when Nebius earned a spot in the Nasdaq-100 Index, attracting greater institutional interest and giving the rally another leg higher. But even the strongest rallies rarely move in a straight line. After soaring to an all-time closing high of $299.86 on June 22,
- Published
- 8 Aug 2026 14:15
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
nasdaq.comProvider mentionNot included in score
Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%?
Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. The company's data center revenue more than doubled during the 2026 second quarter. Whether investors should buy AMD stock might depend entirely on their time horizon. 10 stocks we like better than Advanced Micro Devices › Advanced Micro Devices(NASDAQ: AMD) is one of the world's leading suppliers of graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads. In fact, it has become one of the most formidable competitors to the industry leader, Nvidia. On Aug. 4, AMD released its operating results for the 2026 second quarter, and they revealed substantial revenue and earnings growth led by its data center business. But considering its stock is up 200% during the past 12 months, is most of that growth already priced in? The answer might depend on how long an investor plans to hold the stock, and I'll explain why. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: The Motley Fool. AMD is starting to ship its most powerful chips ever AMD was on the back foot when it entered the AI data center race in 2023. Its MI300X GPU was designed to compete with Nvidia's industry-leading H100, but that company was already in the process of launching its Blackwell architecture, which extended its dominance. AMD is closing the gap, though, and it has since captured some of Nvidia's top customers, including Oracle, Microsoft, and OpenAI. AMD's new MI450 series GPUs are widely expected to be a comparable alternative to Nvidia's new Vera Rubin chips when they start shipping during the next few months, which should significantly increase the company's market share. In fact, when the MI450 is paired with AMD's new Helios rack, which includes specialized central processing units (CPUs) and networking components, it can be as much as 15% more powerful and 30% more cost-efficient than any of its competition. The company is already working on its MI500 series GPUs, which are expected to reach customers in 2027. Chief Executive Officer Lisa Su said it could produce a staggering 2,000 times more performance in inference workloads compared to the original MI300X, which highlights the company's rapid progress during the past four years. OpenAI and Meta Platforms will each deploy 6 gigawatts' worth of computing capacity using AMD's GPUs during the next few years, starting with the MI450 and Helios. Su says Anthropic and Microsoft will also be deploying MI450 GPUs in Helios racks, so AMD is amassing a very impressive customer list. AMD's data center revenue doubled during the second quarter AMD generated a record $11.5 billion of revenue during the second quarter, a 50% increase from the year-ago period. The company's data center business contributed more than half of that total with $6.7 billion in revenue, and it grew by a whopping 107%. But considering Su predicts the market for AI data center chips will grow to $1.4 trillion annually by 2030, AMD has barely scratched the surface of its opportunity. She now expects the company's data center revenue to continue to more than double in 2027, which is positive news for shareholders. There is currently a shortage of AI data center hardware because of the incredible level of demand, which gives suppliers like AMD the ability to dictate prices. This is having a profound affect on the company's bottom line, with its second-quarter adjusted (meaning not in accordance with generally accepted accounting principles) earnings soaring by 246% to $1.66 per share. Is it too late to buy AMD stock after its recent gains? Based on AMD's adjusted trailing-12-month ear
- Published
- 8 Aug 2026 13:05
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
seekingalpha.comProvider mentionNot included in score
Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS
[Google Cloud] 400tmax/iStock Unreleased via Getty Images Capital expenditures by the world's largest hyperscalers are not slowing down and are expected to increase 29% year over year in 2027, according to Morgan Stanley's Global Cloud Capex Tracker. The consensus estimate for cloud capex in 2027 stands at $1.2T, but that figure might be too low and could reach $1.4T, according to Morgan Stanley. Investor worries over soaring capex related to the historic AI data center buildout have created some volatility in the market over the past year. However, demand for compute capacity continues to outweigh supply, and AI monetization efforts are improving. This has led three of the world's four largest hyperscalers to increase their capex during calendar year 2026. Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) increased its capex to $220B from $200, Google (GOOG [https://seekingalpha.com/symbol/GOOG])(GOOGL [https://seekingalpha.com/symbol/GOOGL]) raised its guide to range from $195B to $205B from $180B to $190B, and Meta (META [https://seekingalpha.com/symbol/META]) narrowed its range to $130B to $145B from $125B to $145B. Microsoft's (MSFT [https://seekingalpha.com/symbol/MSFT]) spending remains unchanged at $190B. "All four US hyperscalers highlighted ongoing capacity constraints, with Google noting demand continues to exceed internal supply, Microsoft reiterating that Azure demand remains above available capacity, Amazon stating that 2026 capacity will remain insufficient to meet demand and that much of its 2026 capacity is already reserved, and Meta expecting industry-wide compute availability to remain tight for the foreseeable future," said Morgan Stanley analysts, led by Erik Woodring, in a detailed investor report. The compute demand is fueling revenue surges. Microsoft's Azure revenue accelerated 43% year over year, Google Cloud revenue rocketed 82%, and Amazon Web Services revenue leaped 37%, which was its largest growth rate in 18 quarters. Confidence in return on invested capital also continues to improve. "Across hyperscalers, mgmt commentary suggests conviction around future returns remains high despite rapidly rising investment levels," Woodring noted. "GOOGL highlighted strong long-term demand indicators, growing backlog commitments, renewed contracts, and attractive returns from serving customers even when using higher-cost 3rd-party capacity. MSFT pointed to improving confidence driven by TAM expansion, infrastructure efficiencies, application-layer optimization, silicon innovation, model diversification, and pricing power. AMZN emphasized that most AI capacity is contracted on multi-year terms, with server investments achieving breakeven in <3 years and meaningful FCF generation thereafter, while mgmt now sees a path toward a substantially larger long-term AWS revenue opportunity." MORE ON AMAZON, MICROSOFT AND GOOGLE * Amazon: Throwing Spaghetti On The Wall To See What Sticks [https://seekingalpha.com/article/4933194-amazon-throwing-spaghetti-on-the-wall-to-see-what-sticks] * Microsoft: No Dead Cat Bounce Here (Q4 Review) [https://seekingalpha.com/article/4933001-microsoft-no-dead-cat-bounce-here-q4-review] * Amazon: Stronger AWS Growth Meets A Much Heavier Investment Cycle [https://seekingalpha.com/article/4932872-amazon-stronger-aws-growth-meets-a-much-heavier-investment-cycle] * Meta ordered to pay $567M in New Mexico child harms case [https://seekingalpha.com/news/4628831-meta-ordered-to-pay-567m-in-new-mexico-child-harms-case] * Fox tops communications services stocks in short interest; Alphabet sees the lowest exposure [https://seekingalpha.com/news/4628174-fox-tops-communications-services-stocks-in-short-interest-alphabet-sees-the-lowest-exposure]
- Published
- 8 Aug 2026 13:00
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
AI is changing work faster than the data can keep up
No one can agree on whether AI is taking away jobs. Recent studies have shown AI having a positive impact on job growth and opportunities, yet large groups of economists, as well as labor activists, warn that the emerging technology threatens to quickly transform the financial system, and that action must be taken now. Tech companies, especially large ones, have continued to cull jobs during the AI boom. Microsoft laid off nearly 5,000 people in early July as it continues to pour billions into AI data centers. The layoffs added to earlier downsizing by the software giant and moves by companies that include Amazon and Oracle to shed thousands of people in the last two years. But whether AI is directly leading to job cuts has been difficult to measure, and the picture is blurred by corporate whiplash: CEOs blame AI for layoffs one month, then hail it as an engine for new job creation the next. Even recently, some of the largest companies, such as Google parent Alphabet, have reportedly told investors they plan to increase headcount. "There's been discretion out there as to what extent the layoffs we have been observing are really driven by AI," Till Von Wachter, a professor of economics at the University of California, Los Angeles, told Fortune. "It's been notoriously hard to pin that down." Some economists, such as Ben Zipperer from the Economic Policy Institute, said AI's impact on jobs has so far been more limited than what some doomsday scenarios initially predicted. The latest U.S. jobs report, which revealed that employers unexpectedly cut 23,000 jobs in July, only added to the confusion. And some recent data has shown a bullish picture. A recent study by financial services firm Ramp of more than 21,000 U.S. firms found that companies that invested in AI grew their headcount. Ramp categorized its heaviest AI spenders as "high-intensity" adopters. Over two years, these top spenders expanded their overall staff by 10% and boosted entry-level hiring by 12%, defying other reports that college graduates face a barren job market. By contrast, the bottom two-thirds of adopters saw no headcount growth at all. Though the study found general AI adopters tended to be larger firms, the most intense adopters were smaller companies which might already be growing regardless of AI and are more open to experimentation. High-intensity companies were utilizing more advanced tools like coding agents or APIs (protocols that allow various applications to communicate). The Ramp study has parallels to a recent report by researchers at Google that found AI so far is mostly being used as a collaborative tool rather than an outright job-replacer. Story Continues Meanwhile, a June California Policy Lab study found no statewide spike in unemployment insurance claims among AI-exposed roles like software developers and customer service reps since ChatGPT's release in late 2022, but it did find elevated UI claims specifically for college-educated workers in highly-exposed roles, as well as a significant increase in claims from high-exposed roles in the San Francisco area. The Big Tech companies "definitely overhired during the pandemic and are now making the decisions to correct that overhiring," Ara Kharazian, lead economist at Ramp, told Fortune. Some are "blaming it on AI. But what we're seeing from firms that are using AI that didn't have that overhiring problem is that they're continuing to grow." He added that although many firms in his study were fast-growing to begin with, they grew even faster following AI adoption. AI washing, or AI cloaking? Untangling AI's true impact could take years, stymied by a phenomenon researchers call "AI washing," where companies attribute layoffs to AI to seem forward-thinking, or the opposite trend, where companies avoid mentioning AI for fear of public outcry. Much existing research has had to rely on estimating which tasks could potentially be accomplished by AI, or indirect surveys rather than actual spending or
- Published
- 8 Aug 2026 13:00
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
nasdaq.comProvider mentionNot included in score
The AI Trade Rotation: Money Is Moving Out of Chips and Into This
Key Points AI chip stocks have been huge winners so far in 2026. However, money appears to have flowed away from chips into software stocks in recent weeks. Investors shouldn't sell chip stocks because of this apparent rotation, though.10 stocks we like better than iShares Trust - iShares Expanded Tech-Software Sector ETF › Some investors made a boatload of money throughout much of 2026 by focusing on semiconductors and memory chips. It's no coincidence that the biggest year-to-date winner in the S&P 500(SNPINDEX: ^GSPC), as well as three of the five top-performing stocks in the index, were semiconductor stocks. There's also no secret why these stocks have delivered huge gains. Demand from data centers hosting artificial intelligence (AI) systems has surged. But an AI trade rotation appears to be underway now. Money is moving out of chips and into another area. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. Where the money is flowing The iShares Semiconductor ETF(NASDAQ: SOXX) owns 30 semiconductor stocks. So far this year, the exchange-traded fund (ETF) is up around 80%. However, the fund has fallen by a double-digit percentage over the last seven weeks. Meanwhile, another iShares ETF is up by a double-digit percentage during the same period. The iShares Expanded Tech-Software Sector ETF(NYSEMKT: IGV) attempts to track an index of North American software stocks. Its portfolio includes 106 stocks of leading software companies, including Palo Alto Networks(NASDAQ: PANW), Microsoft(NASDAQ: MSFT), and Palantir Technologies(NASDAQ: PLTR). Why have software stocks become hotter recently while chip stocks have cooled off? One possibility is that investors are shifting their attention to companies that will use AI to make money and focusing less on the companies making the hardware required to run AI apps. Another potential explanation is valuation. After the tremendous gains during the first half of 2026, some chip stocks have become somewhat pricey. For example, Intel(NASDAQ: INTC) now trades at 79 times forward earnings after its shares soared more than 170% year to date. It's a different story for many software stocks, particularly software-as-a-service (SaaS) stocks. Investors sold these stocks hand over fist earlier this year on fears that AI would disrupt their business models. This so-called "SaaSpocalypse" has made many SaaS stocks look cheap historically. Cash in the chips? Some investors may be tempted to take profits on semiconductor stocks in their portfolios to hop on the AI rotation bandwagon. However, that could be a mistake. Importantly, many AI chip stocks continue to deliver exceptional earnings growth. The demand that's serving as a tailwind for these stocks doesn't seem likely to wane anytime soon. Also, while some chip stocks are priced at a premium, others still sport attractive valuations (especially with growth prospects factored in). For example, Nvidia's (NASDAQ: NVDA) forward earnings multiple is a reasonable 22.9, with a low price-to-earnings-to-growth (PEG) ratio based on five-year earnings growth projections of only 0.55. Finally, it's probably too soon to know for sure if the rotation from chip stocks to software stocks has legs. The recent trajectories for each group might reverse in the coming weeks. Investors could be better off playing both sides of the AI trade. Buying the iShares Semiconductor ETF and the iShares Expanded Tech-Software ETF should be good ways to do so. Should you buy stock in iShares Trust - iShares Expanded Tech-Software Sector ETF right now? Before you buy stock in iShares Trust - iShares Expanded Tech-Software Sector ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best
- Published
- 8 Aug 2026 09:14
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
How Chevron became the AI darling of Big Oil
Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that power will be dedicated instead to Microsoft data centers. The massive Microsoft deal, dubbed Project Kilby, positions Chevron as the booming AI leader of Big Oil. Chevron considers Kilby—slated to come online in 2028 and ramp up through 2031—as the first of potentially several massive AI hyperscaler deals that will span West Texas and other gas-laden regions, including the Rockies and the Midwest, Jeff Gustavson, Chevron New Energies president, told Fortune. The project, fittingly, is an homage to Texas Instruments' Jack Kilby, the inventor of the integrated circuit, or microchip, and the handheld calculator—early precursors of AI. "After making the announcement about Kilby [in June], everyone wants to talk to us," Gustavson said. "They now see us as a higher credibility player in this space that can actually put together everything you need on these projects, including, importantly, a customer." When he says "everyone," he means not just the hyperscalers, but also the gas turbine manufacturers—critically important amid long queues for equipment—and all the other necessary third-party suppliers and contractors. Chevron brings the scale, project management, land, natural gas resources, and more. The 20-year power deal with Microsoft is for 2.67 gigawatts of natural gas-fired power—and room to grow with solar and batteries as well. The deal includes Chevron's land and gas, additional land and water services from Texas Pacific Land, financial backing from investment firm Engine No. 1, at least seven large GE Vernova turbines, and several smaller Caterpillar Solar Titan 350 turbines. It doesn't hurt that Chevron has a market cap of about $370 billion and just posted its most profitable quarter ever. "We think we can do more of these. This is a platform for growth, which we think differentiates us versus our peer set," Gustavson said. "We can be selective here because we bring a set of capabilities that really are unique. There are not many companies that can do all the things a Chevron can, and we have just proven that we can actually make this real." Big Oil evolution While Chevron has worked with Microsoft on cloud computing services for a decade, when the nascent AI boom began, Chevron was in on the discussions but left out in the dark on the actual deals. Story Continues "They were very focused on renewable power only. That was all they were really talking about," Gustavson said. "For us, renewable power is not a core strength." That began to shift about two years ago as speed and reliability jumped to the forefront of the global AI race. Power demand kept spiking, and the hyperscalers realized the U.S. grid wouldn't handle the loads they required. "You started to have some of the concerns around consumer electricity prices and all of that," Gustavson said. "And, really, the discussion shifted to, 'Hey, we need reliable, affordable energy. Can we talk about natural gas?'" After ExxonMobil, Chevron is the second-largest oil and gas producer in West Texas' Permian Basin—the epicenter of U.S. energy extraction. But there's very little power demand in the rural region. So why not build the data center complexes close to the natural gas production where there's plenty of land readily available too? "West Texas we always thought was the place you would want to do this first because you have a very large natural gas resource," Gustavson said. "It's a state where it's a little easier to get things done. You have a deregulated power market. We know the stakeholders. You put all that together and the conversations really took off. We reserved equipment very early—a year and a half ago—and put together the project." Microsoft eventually agreed, having relaxed but not ab
- Published
- 8 Aug 2026 08:11
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund's concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square's recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share price return but still showing a 90 day share price return that declined 8.99%. This suggests shorter term confidence is rebuilding after a pullback. If you are looking beyond Pershing Square's concentrated holdings and AI angle, it could be a good moment to broaden your watchlist and check out 68 profitable AI stocks that aren't just burning cash For Pershing Square, this mix of strong year to date gains and a recent 90 day pullback raises a simple question. Are you seeing sentiment reset around AI enthusiasm, or a price that better aligns with fundamentals? Preferred Price to Sales ratio of 19.7x for Pershing Square: Is it justified? On a simple P/S basis, Pershing Square looks expensive compared to peers, with the stock trading at $37.88 and carrying a 19.7x multiple against much lower sector benchmarks. P/S compares a company's market value to its revenue. For an asset manager like Pershing Square, a high P/S can signal that investors are placing a strong value on fee potential, earnings power or perceived durability of its business model rather than current revenue alone. Here, the gap is wide. Pershing Square's 19.7x P/S multiple stands against a peer average of 4x and a US Capital Markets industry average of 3.5x. That places the stock on a much richer revenue valuation than many comparables and suggests the market is pricing in a stronger earnings profile or more resilient cash generation than revenue alone would indicate. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-sales of 19.7x (OVERVALUED) However, there are risks to watch. Pershing Square's revenue has declined 1.02% year on year. In addition, a concentrated portfolio and fee sensitivity could quickly challenge sentiment. Find out about the key risks to this Pershing Square narrative. Another view on Pershing Square using the SWS DCF model Story Continues The P/S comparison presents Pershing Square as expensive, and the SWS DCF model goes even further. At a share price of $37.88, the stock sits well above an estimated future cash flow value of $3.59, which suggests a very rich price relative to the cash that analysts expect. Which signal do you weigh more heavily: revenue multiple or cash flow value? Look into how the SWS DCF model arrives at its fair value.PS Discounted Cash Flow as at Aug 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Pershing Square for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With Pershing Square, the mix of rich valuation signals, AI exposure and flagged risks and rewards can feel conflicting, so it makes sense to move quickly and review the underlying data for yourself using the balance of 2 key rewards and 2 important warning signs Looking for more investment ideas beyond Pershing Square? You have seen how concentrated and richly priced Pershing Square looks. Now give yourself more options by scanning other stocks that may better suit your approach. Target potential value opportunities
- Published
- 8 Aug 2026 04:19
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?
Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company's net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We will now examine how this sharp year-over-year increase in net losses shapes Osisko Metals' investment narrative and future risk profile. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. What Is Osisko Metals' Investment Narrative? To own Osisko Metals here, you have to believe that the scale of the Gaspé Copper resource and the company's ability to advance it toward an eventual economic study outweigh the near term financial pain. The updated 2026 mineral resource and ongoing infill and expansion drilling still frame the key short term catalysts, but the latest Q2 result, with a C$84.13 million loss and C$158.82 million loss year to date, sharpens the focus on funding risk and execution. With no meaningful revenue yet and a young management and board, the widening losses may force investors to reassess timelines, capital needs and dilution expectations, even as the share price has already moved very strongly over the past year. This earnings release sits squarely at the center of that trade off. However, the scale of recent losses raises funding and dilution questions investors should not ignore.The analysis detailed in our Osisko Metals valuation report hints at an inflated share price compared to its estimated value. Exploring Other PerspectivesTSX:OM 1-Year Stock Price Chart The Simply Wall St Community has a single fair value view at C$2.82 per share, offering one reference point rather than a broad spread of opinions. Set that beside the sharp recent widening of losses and funding uncertainty, and it becomes even more important to weigh how different assumptions about project progress and capital needs could affect your own expectations for Osisko Metals. Explore another fair value estimate on Osisko Metals - why the stock might be worth as much as 47% more than the current price! Story Continues Reach Your Own Conclusion Disagree with this assessment? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Osisko Metals research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Osisko Metals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Osisko Metals' overall financial health at a glance. Ready For A Different Approach? Early movers are already taking notice. See the stocks they're targeting before they've flown the coop: Uncover the next big thing with 14 elite penny stocks that balance risk and reward. The latest GPUs need a type of rare earth metal called Terbium and there are only 28 companies in the world exploring or producing it. Find the list for free. The future of work is here. Discover the 36 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situatio
- Published
- 8 Aug 2026 01:17
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug082026
finance.yahoo.comProvider mentionNot included in score
“The fundamentals are still strong” — biggest market opportunities right now
Transcript: Caroline Woods: Joining me now is Tiffany McGhee, CEO and chief investment officer at Pivotal Advisors. Tiffany, great to have you back. Tiffany McGhee: Good to be back, Caroline. Caroline Woods: All right. So, Tiffany, the jobs report came in worse than expected today. The economy lost more than 20,000 jobs last month. Yet the market is higher. Is Wall Street getting ahead of itself or is bad news officially good news here? Tiffany McGhee: No. Listen, you know, bad news is not necessarily especially good news when you think about the labor market in general. You know, it's cooling, but I think it's, you know, kind of in a bit of, like, a healthy way. Right. So we look at the, the data that we got earlier on this week, initial jobless claims are really below 200,000. Tiffany McGhee: Layoffs are really historically low. And then, you know, those we also got those, challenger job cuts, which also, remain low. And so when we think about hiring has slowed, but companies are still hiring. So I think overall the fundamentals are still are still relatively decent. Caroline Woods: So the economy is still on. Tiffany McGhee: Absolutely. Caroline Woods: What's the single biggest takeaway from all of this economic data that we got this week then. Yeah. For the retail investor I should say. Yeah. Tiffany McGhee: I think that, you know, we always get these, these, huge data points. And I think it's very unscientific, but I think that, you know, this is the cycle, right? You know, we're we're going to have this news and we're going to be tracking all of this data. I really think that, at the end of the day, the fundamentals are still strong. Tiffany McGhee: The economy is still believed. You know, wages are still decent. So I don't think that this is going to hit us really, really hard. But, you know, there there is that bit of like a shock value when we hear news like that. Caroline Woods: So as well as shock value except for the market's higher. So I think we should just make it clear that the market and. Tiffany McGhee: Retail investors mind sometimes. Caroline Woods: Right. Sure. Yeah. Yeah. So so the market's higher because the expectation is that the fed won't have to hike rates if the economy is actually weakening to obviously combat inflation. Are you in that camp. Do you think that the fed will just remain on hold, or do you think hikes still need to be in the picture? Tiffany McGhee: Yeah. So I think that the fed is is is very much looking at you know, inflation of course. But then also jobs. I think that there's a very good chance that they might still be on hold. But we're just going to have to wait and see. But I think that this is what the fed was waiting for, you know, really that that, that, employment data I think was really important because there's been so much talk about inflation. Story Continues Tiffany McGhee: So I think that they were really just kind of waiting to see about the, the, the, the jobs data. Caroline Woods: When we think about investment strategy. Last time you were on, which was the end of June, you were basically saying, don't abandon the Meg seven, but broaden and diversify. Since then, we've had another earnings season still going on. Things like financials and industrials have hit new highs. And then we've also seen economic data like this jobs report. What's changed about your outlook now. Tiffany McGhee: Yeah nothing's changed. So you know technology has kind of dominated for for several years. And, you know, last time I was on, I was talking about how leadership is broadening and broadening, in terms of sector broadening in terms of size and style. We're seeing, you know, value outperform growth. We're seeing small caps outperform large, large caps. Tiffany McGhee: And so and we're seeing those sectors leadership broadening in those sectors. So, you know, so that it's just really a continuation of the theme that I was talking about. Caroline Woods: Okay. So as we think about actual op
- Published
- 8 Aug 2026 00:12
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug072026
finance.yahoo.comProvider mentionNot included in score
Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals
The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters, as the following chart highlights.Zacks Investment Research Image Source: Zacks Investment Research Crucially, these favorable revision patterns are not a new development; they extend a tailwind that has been building for nearly a year. Historically, these upward adjustments were tightly concentrated in Technology and, more recently, Energy, following Middle East supply disruptions. However, for Q3 2026, the constructive estimate revisions have broadened significantly, rising across 8 of the 16 Zacks sectors—including Transportation, Finance, Aerospace, Industrials, Utilities, and Construction, alongside Tech and Energy. As would be expected, estimates for full-year 2026 are also going up, as the chart below shows.Zacks Investment Research Image Source: Zacks Investment Research The Magnificent 7 Earnings Performance Microsoft MSFT and Amazon AMZN became the latest "Magnificent Seven" members to deliver results that earned market applause, following Alphabet's GOOGL blowout report earlier in the cycle. All three tech giants remain deeply committed to building out generative AI infrastructure—an ongoing multi-billion-dollar CapEx push that has occasionally sparked broader market anxiety over ROI timing. Cloud segment performance has emerged as the definitive barometer for whether these aggressive AI outlays are yielding tangible commercial returns. On that front, all three hyperscalers delivered robust top-line momentum, led by Alphabet's standout, industry-leading acceleration. With Q2 results from 6 of the Mag 7 members out already (Nvidia reports results on August 26th), earnings for the group are on track to be up +85.5% from the same period last year on +27.5% higher revenues. This growth pace reflects actual results for the 6 Mag 7 members that have reported with estimates for the still-to-come Nvidia report.Zacks Investment Research Image Source: Zacks Investment Research Keep in mind that the group's blockbuster Q2 tally has benefited from Alphabet's non-operating unrealized gain on its SpaceX stake, which accounted for an estimated $77.4 billion in the company's $112.1 billion net income. The Q2 earnings growth pace for the Mag 7 group becomes a relatively more 'reasonable' +30.3% once Alphabet's non-operating unrealized gain is stripped out. Story Continues The chart below shows the Mag 7 group's earnings and revenue growth on a calendar year basis.Zacks Investment Research Image Source: Zacks Investment Research Importantly, the Mag 7 group has consistently enjoyed a steadily improving earnings outlook, with analysts raising their estimates, as the chart below shows.Zacks Investment Research Image Source: Zacks Investment Research It is useful to keep in mind that the Mag 7 group is on track to bring in more than 28.9% of all S&P 500 earnings this year, up from 16.4% of the total in 2020. The group accounts for 33.7% of the index's market capitalization. Q2 Earnings Season Scorecard Through Friday, August 7th, we have seen quarterly results from 444 S&P 500 members, or 88.8% of the index's total membership. Total earnings for these companies are up +42.2% from the same period last year on +14.8% revenue gains, with 82.7% of the companies beating EPS estimates and 76.4% beating revenue estimates. The comparison charts below put the Q2 earnings and revenue growth rates for these index members in a historical context.Zacks Investment Research Image Source: Zacks Investment Research The comparison charts below put the Q2 EPS and revenue beats percentages in a historical context.Zacks Investment Research Image Source: Zacks Investme
- Published
- 7 Aug 2026 23:42
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug072026
nasdaq.comProvider mentionNot included in score
Which Is the Better International ETF: State Street's Climate-Focused NZAC or iShares' Emerging Markets IEMG?
Key Points State Street SPDR MSCI ACWI Climate Paris Aligned ETF provides global exposure with a net-zero climate strategy, while iShares Core MSCI Emerging Markets ETF focuses strictly on developing economies. iShares Core MSCI Emerging Markets ETF offers a lower expense ratio of 0.09% and a higher dividend yield of 2.3% compared to its climate-focused counterpart. State Street SPDR MSCI ACWI Climate Paris Aligned ETF has delivered higher total growth over the last five years but maintains a much smaller asset base than the iShares fund.10 stocks we like better than SPDR Index Shares Funds - State Street SPDR Msci Acwi Climate Paris Aligned ETF › The State Street SPDR MSCI ACWI Climate Paris Aligned ETF(NASDAQ:NZAC) offers broad global exposure with climate-risk screens, while the iShares Core MSCI Emerging Markets ETF(NYSEMKT:IEMG) focuses strictly on diverse developing economies. Investors often choose between broad geographic targets or specific thematic overlays. While IEMG provides low-cost access to thousands of companies across emerging markets, NZAC follows a net-zero strategy across both developed and emerging nations, aiming to mitigate climate-related financial risks for long-term portfolios. Snapshot (cost & size) MetricIEMGNZACIssueriSharesSPDRShare price$79.34 (as of 2026-08-06)$46.99 (as of 2026-08-06)Expense ratio0.09%0.12%1-yr return (as of 2026-08-06)33.4%19.8%Dividend yield2.3%2.0%Beta0.730.95AUM$155.9 billion$0.2 billion Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The iShares fund is slightly more affordable with an expense ratio of 0.09% compared to 0.12% for the State Street fund. Additionally, the iShares fund offers a higher trailing-12-month dividend yield than the State Street fund. Performance & risk comparison MetricIEMGNZACMax drawdown (5 yr)(33.6%)(28.3%)Growth of $1,000 over 5 years (total return)$1,444$1,591 What's inside State Street SPDR MSCI ACWI Climate Paris Aligned ETF focuses on Technology at 35%, Financial Services at 17%, and Healthcare at 9%. Its largest positions include Nvidia(NASDAQ:NVDA) at 9.08%, Apple(NASDAQ:AAPL) at 7.24%, and Microsoft(NASDAQ:MSFT) at 5.56%. The fund maintains 629 holdings and was launched in 2014. State Street SPDR MSCI ACWI Climate Paris Aligned ETF has paid $0.94 per share over the trailing 12 months, which on its recent ~$47 share price works out to a 2.0% yield. It incorporates an ESG screen to align with Paris Agreement goals. iShares Core MSCI Emerging Markets ETF concentrates on Technology at 39%, Financial Services at 19%, and Consumer Cyclical at 9%. Its top holdings include Taiwan Semiconductor Manufacturing(TWSE:2330) at 13.30%, Samsung Electronics(KOSE:A005930) at 5.86%, and SK Hynix(KOSE:A000660) at 4.69%. The fund holds 2,862 positions and was launched in 2012. iShares Core MSCI Emerging Markets ETF has paid $1.80 per share over the trailing 12 months, which on its recent ~$79 share price works out to a 2.3% yield. It tracks a broad index of large, mid, and small-cap stocks from developing economies. For more guidance on ETF investing, check out the full guide at this link. Which looks like the better buy These two funds carry international labels but serve very different investor needs, which is the most useful starting point for choosing between them. NZAC applies a Paris Agreement climate screen across global markets, but look past the label and a striking reality emerges: Over half of the fund sits in U.S. stocks, with Nvidia, Apple, and Microsoft among the top holdings. For investors seeking international diversification, NZAC delivers less of it than its global branding implies. IEMG takes investors somewhere completely different. Its more than 3,000 holdings concentrate entirely in developing economies, with T
- Published
- 7 Aug 2026 23:37
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug072026
finance.yahoo.comProvider mentionNot included in score
Which Growth ETF Is the Better Long-Term Buy: Vanguard's Mega Cap MGK or Invesco's Small-Cap RZG?
The Vanguard Morningstar Mega Cap Growth ETF (NYSEMKT:MGK) offers a low-cost, technology-heavy approach to the largest U.S. companies, while the Invesco S&P SmallCap 600 Revenue ETF (NYSEMKT:RZG) provides targeted exposure to small-cap growth stocks. These two exchange-traded funds occupy different corners of the market-capitalization spectrum. The Vanguard Morningstar Mega Cap Growth ETF tracks the giants of the domestic market, focusing on firms with the highest growth potential among mega-cap stocks. Conversely, the Invesco S&P SmallCap 600 Revenue ETF looks at smaller companies within the S&P 600 that exhibit strong growth characteristics. Snapshot (cost & size) Metric RZG MGK Issuer Invesco Vanguard Share price $70.26 (as of 2026-08-06) $90.01 (as of 2026-08-06) Expense ratio 0.35% 0.05% 1-yr return (as of 2026-08-06) 37.8% 18.3% Dividend yield 0.4% 0.3% Beta 1.13 1.23 AUM $140.2 million $33.3 billion Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The Vanguard fund is substantially more affordable, sporting an expense ratio of 0.05% compared to 0.35% for the Invesco fund. Over time, this 30-basis-point gap can significantly impact total returns. Both funds offer modest dividend yields below 1%. Performance & risk comparison Metric RZG MGK Max drawdown (5 yr) (38.3%) (36.0%) Growth of $1,000 over 5 years (total return) $1,335 $1,907 What's inside The Vanguard Morningstar Mega Cap Growth ETF provides concentrated exposure to the largest growth-oriented companies in the U.S. market. Its sector weightings are dominated by Technology at 59%, followed by Communication Services at 16% and Consumer Cyclical at 11%. Its largest positions include Nvidia (NASDAQ:NVDA) at 13.24%, Apple (NASDAQ:AAPL) at 12.14%, and Microsoft (NASDAQ:MSFT) at 7.49%. The fund holds 69 stocks in total. The fund was launched in 2007. Vanguard Morningstar Mega Cap Growth ETF has paid $0.29 per share over the trailing 12 months, which on its recent ~$90.01 share price works out to a 0.3% yield. The Invesco S&P SmallCap 600 Revenue ETF follows a different path, focusing on a subset of the S&P SmallCap 600 Index. Its portfolio is more diversified by sector, leaning into Healthcare at 23%, Industrials at 17%, and Financial Services at 16%. The largest positions in the fund include ACM Research (NASDAQ:ACMR) at 2.33%, Dave Inc (NASDAQ:DAVE) at 2.08%, and Protagonist Therapeutics (NASDAQ:PTGX) at 1.73%. The fund holds 127 stocks in total. The fund was launched in 2006. Invesco S&P SmallCap 600 Revenue ETF has paid $0.30 per share over the trailing 12 months, which on its recent ~$70.26 share price works out to a 0.4% yield. Story Continues For more guidance on ETF investing, check out the full guide at this link. Which looks like the better buy The debate between megacap and small-cap investing has never been fully settled, but the past decade has delivered a decisive verdict in favor of the giants. Artificial intelligence, cloud computing, and the compounding advantages of scale have rewarded investors who stayed close to the top of the market. Companies like Nvidia, Apple, and Microsoft have grown so dominant that owning them has become less a bet on any single business and more a bet on the architecture of the modern economy itself. Small-cap investing offers a different promise. Smaller companies have more room to grow, more sensitivity to domestic economic conditions, and historically have outperformed large caps over very long time horizons. But just not recently. RZG adds an additional quality layer by weighting its holdings by revenue rather than market cap, favoring companies with real business momentum over speculative valuations. MGK charges significantly less than RZG and has delivered superior long-term returns, making it t
- Published
- 7 Aug 2026 23:02
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug072026
finance.yahoo.comProvider mentionNot included in score
Michael Kratsios Says Some Companies Blame AI for Layoffs Because 'It Plays Better in the Press'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. White House Science and Technology Advisor Michael Kratsios said some companies are blaming artificial intelligence (AI) for layoffs they likely would have carried out anyway, arguing the explanation "plays better in the press." Kratsios Questions AI Layoff Narrative On Tuesday, Kratsios said during an appearance on the "Moonshots with Peter Diamandis" podcast that some businesses are attributing layoffs that they likely would have made regardless to AI because the narrative is more appealing to investors and the public. "I think like a lot of folks these days like when they're doing a layoff that they would have done anyway, just like to assign it or blame it to AI because it plays better in the press," Kratsios said. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Podcast host Peter Diamandis suggested companies may benefit from framing job cuts as AI-driven efficiency improvements because markets often reward higher productivity with fewer workers. "And their stock price goes up if they are, you know, producing more revenue with fewer people," Diamandis said. "Precisely. Yeah," Kratsios responded. He said he remains optimistic about AI's long-term impact on employment, arguing the technology could create new opportunities even as it changes existing roles. "I believe in the long term, I'm very optimistic about the impact that AI's going to have on jobs," he said. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time AI Won't Replace Jobs, Leaders Say Earlier, OpenAI CEO Sam Altman warned that public skepticism around AI is rising, with many blaming the technology for higher energy costs and layoffs even when AI may not be the direct cause. Apollo Global Management Chief Economist Torsten Sløk said there is "zero evidence" that AI has triggered broad employment losses, pointing to hiring in AI implementation, data centers, semiconductors and energy sectors. He said the AI boom could increase economic activity through the "Jevons paradox," where efficiency gains create more demand and new opportunities. Amazon.com Inc founder Jeff Bezos also rejected predictions of mass AI-driven unemployment, arguing that AI will improve productivity, empower workers and potentially create labor shortages as lower costs drive economic growth. Story Continues See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Microsoft, Meta Shift Workforce Toward AI Microsoft Corp. and Meta Platforms Inc. reshaped their workforces around AI as both companies pursued greater efficiency and AI-driven growth. Microsoft eliminated 4,800 roles while saying the cuts were due to business changes, not AI replacing workers, and planned to invest in AI training. Meta moved about 7,000 employees into new AI-focused divisions while cutting roughly 8,000 jobs, creating "AI-native" teams designed to improve productivity and accelerate AI development. Photo courtesy: Shutterstock Read Next: Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real est
- Published
- 7 Aug 2026 22:30
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Aug072026
finance.yahoo.comProvider mentionNot included in score
AI theme has 'a long way to run': Strategist
Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT). Video Transcript 00:00 Speaker A Is the old AI trade back? 00:01 Speaker B Well, if I were to give you just three pieces of information, let's talk about a group of stocks that has persistently double digit earnings growth, better than the market, plus a PE that's in line with the rest of the market and had been lagging, even actually down for a period of time. Would you take, you know, start taking look for opportunities? I think the answer is yes. And so, I've got this two-stage model from tech concentration that I'm conce conceptualizing to tech diffusion. So, we still need the the Mag 7. Those are the producers to hold their ground and fuel the next transition in this market cycle, which is to the users, I think. 00:46 Speaker A So I want to ask you about, show me the money, uh from AI and specifically the hyper scalers. So not necessarily the Mag 7. Nvidia, you know, they're selling chips, but the ones who have to pay for these entire build outs like Microsoft, Meta, Alphabet, Oracle, the like. Uh they're spending a lot of money. 01:12 Speaker A we just learned a couple of weeks ago that Alphabet went cash flow negative for the first time in their entire 20 plus year history. Does that concern you? 01:21 Speaker B So, this is the leap of faith that we have to make in that corporate flywheel. So yes, they have compressed free cash flow now and they're starting some of it more than others like Oracle, I would point to on on the extreme, uh to as I say, generate or engineer future sales. And so, this is where we see the expectations for those future sales start to ratchet higher. And so again, I think this is the the leap of faith. Taking a giant step back, cycle on cycle, when you look at the Nasdaq now versus past cycles where we had a boom, I think that this theme generally has a long way to run. 02:04 Speaker A It looks like it's legit. I will say that. View Comments
- Published
- 7 Aug 2026 21:49
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.