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Today | ||
 OpenAI Is on Pace to Miss Its Own Ad Revenue Forecast by 90%. Here’s What It Means For The AI Trade One of the load-bearing assumptions behind the AI investment story just got a hard sanity check, and the numbers do not add up. According to research firm eMarketer, OpenAI’s advertising business is on pace to miss the company’s own five-year revenue forecast by roughly 90%. OpenAI has projected $2.5 billion in OpenAI ad revenue in ... OpenAI Is on Pace to Miss Its Own Ad Revenue Forecast by 90%. Here’s What It Means For The AI Trade | ||
 This Is Why I Can’t Stop Buying AMD AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is. | ||
 Stocks rise despite climbing oil prices Stock markets rose Tuesday as technology shares rebounded further, while oil prices climbed as Iran targeted US radar and air defence installations in the Gulf.Elsewhere, oil prices climbed as Iran stepped up its attacks in the Middle East, two weeks after its war with the United States resumed. | ||
 Why the Future of AI Customer Engagement Still Depends on Humans By Exec Edge Editorial Staff Inside enterprises actually deploying AI at scale, a different answer is emerging. The companies seeing the strongest results are not removing humans from the process. They are redesigning how humans and AI work together. That shift is becoming one of the defining trends in enterprise communications and customer engagement. According […] The post Why the Future of AI Customer Engagement Still Depends on Humans appeared first on ExecEdge. | ||
 Microsoft commits billions to Mistral’s European AI compute expansion The agreement gives Microsoft access to thousands of NVIDIA Vera Rubin GPUs while extending Mistral models into cloud, local and disconnected enterprise deployments. | ||
 3M Sparks Dow Jones, Flashes Buy Signal As Growth Accelerates 3M led the Dow Jones Industrial Average early Tuesday as the Post-it notes maker posted better-than-expected Q2 results and raised its full-year outlook. MMM stock cleared an early entry buy point. The industrial conglomerate has been shedding noncore assets and leveraging AI to accelerate product launches. | ||
 The Iran War Is Expanding — And Big Tech May Be the Next Battlefield Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage. | ||
 Microsoft expands Mistral partnership with multibillion-dollar AI deal The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio | ||
Morgan Stanley says software selloff has gone too far, names 8 winners Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era. | ||
 This Week In Cloud AI - AMD and Microsoft Partner to Boost AI Infrastructure on Azure Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its... | ||
 3 Unstoppable Artificial Intelligence (AI) Stocks That Are No-Brainer Buys for the Long Haul Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI). | ||
 Microsoft to fund Mistral's European AI expansion in multibillion-dollar deal Microsoft has agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also expand distribution of the French AI startup's technology through the U.S. cloud and software giant, the companies said on Tuesday. As part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microsoft more capacity in Europe and regulated industries an alternative to U.S.-controlled infrastructure. Mistral, meanwhile, has added its AI models called Medium 3.5 and OCR 4 to Microsoft's app builder known as Foundry. | ||
 Here Are Tuesday’s Top Wall Street Analyst Research Calls: Adobe, Datadog, Five Below, Fortinet, Gilead Sciences, Goldman Sachs, Microsoft, Salesforce, and More Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades. | ||
 Apple and Nvidia Vie for the Position as the World's Biggest Company: Which Is the Better Buy Now? The companies are each worth about $4.9 trillion. | ||
 Mining Company IREN Limited (IREN) Jumps 20% on $2.8 Billion AI Deal IREN stock jumped nearly 20% after signing $2.8B in AI cloud contracts, but chart resistance at $47 caps the rally. | ||
 Prediction: Broadcom Stock Will Be Worth More Than Apple and Microsoft 10 Years From Now What if the next $5 trillion tech company isn't Apple or Microsoft but the AI infrastructure powerhouse that supplies the entire industry? | ||
 ADBE Stock Is Falling Again But Here’s Why One Wall Street Analyst Sees A 31% Upside CLSA initiated coverage of the company with an ‘Outperform’ rating and $300 price target, implying an upside of more than 31% from its last close. | ||
 Zacks Investment Ideas feature highlights: AMD, Taiwan Semiconductor, NVIDIA, Meta Platforms and Microsoft AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth. | ||
 IREN Stock Extends Rally After $2.8B AI Contracts Disclosure: Goldman Sachs Lauds Customer Diversification, Keeps ‘Neutral’ Rating IREN on Monday raised its annualized AI cloud revenue target on the back of new contracts. | ||
 TSLA Stock Falls Behind MSFT To Become Mag 7’s Worst Performer Ahead Of Q2 Earnings — But Retail Is Betting On A Musk Surprise TSLA has also dropped 8% over the past month and 6% over three months, while Apple, Alphabet, Nvidia and Amazon remain positive for the year. | ||
 AI infrastructure stock surges after landing massive $2.8B win Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ... | ||
China’s GigaAI Seeks 2026 Hong Kong IPO in First for World Model (Bloomberg) -- Jijia Vision is in discussions to hold an initial public offering on Hong Kong’s stock exchange as soon as this year, joining a flurry of Chinese AI firms planning public market debuts. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeChinese AI Sensation Moonshot’s Gamble on | ||
 CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […] | ||
 IREN Signs $2.8B in AI Cloud Contracts, Lifts 2026 Target Above $4B IREN Limited (NASDAQ: $IREN) shares jumped nearly 20% on Monday after the company signed $2.8 billion in new AI clo... | ||
 Better "Magnificent Seven" Stock: Alphabet vs. Microsoft This battle between tech heavyweights is much closer than you might guess. | ||
Yesterday | ||
 AMD sets sights on Nvidia with Helios AI racks Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA). | ||
 Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report. | ||
Iren Stock Soars 15% After Landing $2.8 Billion in AI Cloud Contracts Iren Stock Pops 15% on Massive AI Contract Haul With Microsoft, Nvidia Customers | ||
 Is Intel (INTC) Stock a Buy Before Q2 Earnings? The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […] | ||
 Why AMD (AMD) Stock Is Up Today Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe | ||
 AMD stock rises on price target bumps, Microsoft deal AMD stock rose more than 3% on Monday. | ||
 Prediction: Microsoft Will Reach The $4 Trillion Club Again on This Date Microsoft sits 37% below the price needed to reclaim the $4 trillion club, yet Wall Street is nearly unanimously bullish and one key date could change everything for patient shareholders. | ||
 Why it's time to retire the 'Magnificent 7' name: Strategist It's time to retire the group name as the AI revolution creates new power players. | ||
 How To Bank 8.8% On GOOGL Stock Before Buying A Single Share Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices. | ||
 Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news Tech stock news live. | ||
AMD Adds Microsoft to Helios as Nvidia Fight Begins The rack-scale system already has Meta, OpenAI and Oracle committed | ||
IREN Lifts Revenue Target on $2.8 Billion Contract Haul The company raised its year-end AI Cloud run-rate revenue target to more than $4 billion, with 85% now under contract | ||
AMD Jumps on Expanded Microsoft AI Deal Microsoft plans to deploy AMD's Helios platform across Azure for large-scale AI workloads. | ||
Microsoft Investors Eyeing Azure Growth, Capex Levels, BofA Securities Says Microsoft (MSFT) investors will be watching capital expenditure levels, growth of the Azure business | ||
 CRM Stock: A Cash Gusher At A Marked-Down Price The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one. | ||
AMD Stock Fans Get Ready for the July 22 AI Event Jefferies Sees Major AMD AI Catalyst as Customer Announcements Loom | ||
 GTLB Launches GitLab 19.2 With Governed AI Automation for Enterprise GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth. | ||
 Fidelity’s FDVV Charges 0.15% but Delivers Tech Upside Most Dividend Funds Skip FDVV owns Nvidia, Apple, and Microsoft at the top of a fund marketed as a dividend play, and that unusual construction forces a real choice between tech-driven compounding and the straightforward income that cheaper rivals promise. | ||
 Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support... | ||
 Prediction: Amazon Is a Buy Before July 30 With 30% Upside AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side. | ||
 AMD Rallies On Expanded AI Partnership With Microsoft AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft. | ||
 IREN (NasdaqGS:IREN) Lands New AI Cloud Deals With Microsoft And NVIDIA IREN (NasdaqGS:IREN) announced new multi year AI Cloud contracts with leading technology companies, including Microsoft and NVIDIA. The company raised its annualized run rate revenue guidance linked to these agreements. Large prepayments tied to GPU capital expenditure have improved IREN’s cash position. For investors watching IREN at a share price of $33.62, these fresh AI Cloud contracts mark a significant update in the company’s story. The stock is up 85.2% over the past year and has... | ||
 AMD Stock Gains After The Nvidia-Rival Lands Major Microsoft AI Win With Helios Azure Deployment The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure. | ||
 AMD stock climbs after Microsoft expands Azure AI partnership Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads. | ||
 AMD Stock Rises on Vote of Confidence From a Big AI Chip Customer Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models. | ||