Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

A new congressional trading form filed by Congresswoman Marjorie Taylor Greene disclosed that she recently acquired stakes in a number of several companies, including several technology firms. According to the form,

Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. She, or whoever is making her investment decisions, has had a knack especially when it comes to investing in technology stocks.

MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.

According to the filing, Pelosi purchased 50 call options on Alphabet and Amazon with a $150 strike price and a Jan. 16, 2026, expiration date, each worth between $250,001 and $500,000. The trades took place on Jan. 14, 2025. Meanwhile, she sold 31,600 ...

Calif., disclosed several new stock trades involving Big Tech names like Nvidia, Apple, Alphabet and Amazon that occurred in the last month.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

Some industry observers told ABC News that the ostensible softening toward Trump by big-tech corporations reflects a new business landscape that is both heavily influenced by the president-elect and increasingly defined by the development of energy-intensive artificial intelligence products.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with its latest large language model, R1, released on January 20th. Consumers have flocked to DeepSeek’s chatbot,

Chicago, IL – January 27, 2025– Today, Zacks Investment Ideas feature highlights Tesla TSLA, Meta Platforms META, Amazon AMZN and Alphabet (GOOGL.