Tech &amp; Software

The iShares MSCI World ETF (URTH) enters a defining stretch this week, with three of its largest holdings—Alphabet, Microsoft, and...

D-Wave Quantum’s Post-Nvidia Hangover: Insider Sales and a $20 Million Cash Burn Cloud the Earnings Horizon

The euphoria that swept through D-Wave Quantum in mid-April has given way to a sobering reality check. After Nvidia’s announcement...

Microsoft’s Cloud Growth Faces a Double Threat: A £2.1 Billion Lawsuit and OpenAI’s Spending Pivot

Microsoft enters a pivotal week with its fiscal third-quarter earnings report on Wednesday, but the software giant is navigating a...

ServiceNow’s $2 Billion Buyback Couldn’t Stop the Bleeding — But Bargain Hunters Are Circling

The math doesn't add up — and that's precisely why ServiceNow investors are confused. The software company delivered a first-quarter...

Alphabet’s $40 Billion Anthropic Wager Puts Cloud Earnings Under the Microscope

Alphabet has placed one of the most consequential bets in corporate history on artificial intelligence, committing up to $40 billion...

Apple’s China Comeback and CEO Succession Set the Stage for a Pivotal Earnings Report

Wall Street is bracing for a defining moment at Apple, where a leadership transition and a resurgent Chinese market are...

The Trade Desk’s $750 Million War Chest and a CEO’s $150 Million Conviction Play

Investors scanning The Trade Desk's recent moves see a company placing two very different bets at once. One is a...

Alibaba Turns the Pricing Screw on Cloud Services as AI Spending Spooks Investors

The Chinese e-commerce and cloud computing giant is pursuing a high-stakes strategy: pouring billions into artificial intelligence infrastructure while simultaneously...

Salesforce Stock Sinks 31% This Year Despite $25 Billion Buyback and Google AI Deal

The disconnect between corporate strategy and market sentiment has rarely been starker than at Salesforce right now. While management rolls...

TeamViewer’s Recovery Hangs on a Knife-Edge Ahead of Q1 Results