3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout – May 4, 2026
Key Takeaways Alphabet lifts 2026 capex to $180B-$190B, focused on AI servers, data centers and networking.NVIDIA benefits as…
Microsoft Q3 Earnings Beat Estimates as Cloud and AI Drive Results – April 30, 2026
Key Takeaways Microsoft reported fiscal Q3 revenues of $82.9B, up 18%, with EPS of $4.27, beating estimates.MSFT Cloud…
Capitalizing on the AI Buildout: High-Conviction Stock Picks – April 29, 2026
An updated edition of the March 11, 2026, article. Artificial Intelligence (AI) allows machines to analyze large volumes…
Will Microsoft Stock Climb as Azure AI Services Gain Traction? – March 10, 2026
Key Takeaways MSFT’s Azure & other cloud services revenues rose 39% YoY, lifting Intelligent Cloud revenues to $32.9B…
Azure Drives Microsoft’s AI Strategy: Wait for Q3 Before Buying – April 28, 2026
Key Takeaways Microsoft’s fiscal Q3 results are expected to be driven by strong Azure and Intelligent Cloud growth.MSFT…
ORCL Expands AI Database Offerings Through Google Cloud: What’s Ahead? – April 24, 2026
Key Takeaways Oracle unveils AI Database Agent for Gemini Enterprise, enabling natural language queries on Google Cloud.Oracle reports…
ETFs to Buy as Microsoft Commits to Invest $18B in Australian AI Industry – April 23, 2026
Key Takeaways Microsoft plans $18B investment to expand AI and cloud infrastructure in Australia by 2029.Australia’s AI adoption,…
Amazon Deepens AI Push With Expanded Anthropic Deal: What’s Ahead? – April 23, 2026
Key Takeaways Amazon expands Anthropic pact: $100B AWS spend and up to 5GW compute for Claude training and…
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings? – January 27, 2026
Key Takeaways Microsoft’s Intelligent Cloud is expected to generate $32.25-$32.55B in Q2, up 26-27% year over year.Azure is…
Will MSFT Stock Climb as Azure AI Services Gain Traction? – January 15, 2026
Key Takeaways Azure AI Foundry serves over 80,000 customers as enterprises accelerate production deployment of AI apps.Demand for…
Microsoft’s Data Center Footprint Reflects AI Demand: What’s Ahead? – April 20, 2026
Key Takeaways Microsoft is scaling data centers as AI workloads drive demand beyond available capacity.MSFT plans 3,200-acre Wyoming…
Can TRV Sustain Its Profit Momentum Through AI-Driven Transformation? – April 20, 2026
Key Takeaways Travelers centers strategy on AI, analytics, and $1B annual tech investment to boost growth.TRV launched an…