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Key PointsMicrosoft is reevaluating its contracts with neocloud companies, prioritizing its own data centers.

Key PointsModern AI data centers require a lot of electricity, driving strong demand for both on-site and grid-scale power solutions.

(RTTNews) - Millions of people who depend on Microsoft's workplace applications faced an unexpected digital roadblock after a massive outage disrupted several Microsoft 365 services worldwide.

Key PointsTaiwan Semiconductor Manufacturing has a virtual monopoly on manufacturing advanced AI chips.

Jensen Huang resigned as Nvidia's (NASDAQ: NVDA) chief executive this morning amid controversies over his personal conduct and questions about whether Nvidia's chips reached China through a customer in Singapore.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares US Technology ETF (Symbol: IYW) where we have detected an approximate $414.2 million dollar inflow -- that's a 1.8% increase week over week i

(RTTNews) - Thursday, DuPont de Nemours, Inc. (DD) announced a collaboration with Microsoft Corporation (MSFT) and NobleAI to expand access to advanced AI tools and resources.

MSTR's cloud subscription business gains momentum, with Q3 2026 revenues soaring 49.2% and gross margins improving as cloud adoption accelerates.

Key PointsIonQ has formed key partnerships with some of tech's top companies.

Key PointsAnthropic released Claude Sheets and Claude Whiteboards in beta on Nov. 10.

Key PointsAmazon is both a cloud computing and e-commerce leader.

Key PointsApple's recurring revenue from device upgrades and subscription services makes it an economic juggernaut.

Constellation Energy Corporation (NASDAQ: CEG) recently posted a 66% increase in third-quarter adjusted earnings to $5.06 per share on $9.55 billion in revenue. Management responded by narrowing and raising its full-year guidance. Despite the solid quarter, shares remain roughly

NOW shares plunge 29% in a month as slowing backlog growth, rising costs and debt cloud its AI-driven growth prospects. Is it time to hold or fold?

Salesforce's strong free cash flow fuels massive buybacks and dividends, but slower growth projections raise questions about sustaining shareholder returns.

AMZN's $220B AI capex plan is squeezing free cash flow despite surging AWS growth and stronger operating profits. Can its cloud momentum offset the strain?

Key PointsApple’s business could be somewhat insulated from the headwinds facing the AI industry.

Key PointsTexas, Ohio, and Georgia are states with many planned data centers, and all have new governors who say they intend to pause development.

Key PointsThe Roundhill Generative AI and Technology ETF holds 36 of the world's best artificial intelligence (AI) stocks.

Key PointsThe Nasdaq has climbed in recent years amid the AI boom.