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Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
12.05.2026 18:58
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
There was a ‘morale boost’ when Elon Musk left OpenAI, Sam Altman testifies
12.05.2026 18:29
OpenAI’s cofounders once asked Elon Musk, who helped create and fund the company, an important question: If he were to control OpenAI, what would happen to the company on his death? Musk responded that he hadn’t thought about it much and that he might pass it on to his children.
Dow Nearly Flat as Market Perks Up
12.05.2026 18:26
The stock market is perking up a little in afternoon trading. The S&P 500 was down 0.6%; it had marked a loss as large as a percent earlier. The tech-heavy Nasdaq was extending its losses, down 1.4%. The Dow was flat.
This is Why Stifel is Cautious on Microsoft Corporation (MSFT), A Top Tech Stock in Louis Navellier’s Portfolio
12.05.2026 18:14
Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Stifel reiterated its Hold rating on Microsoft Corporation (NASDAQ:MSFT) and a $415 price target. The cautious outlook is in response to the company’s “leases not yet commenced” reaching $196.6 billion. The leases have more than doubled over the […]
Equities Fall Intraday Amid Tech Sell-Off
12.05.2026 18:11
US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in
AI-Powered Crop Micronutrients Market Attracts $3.15 Billion in Investment, Driven by Precision Agriculture Revolution
12.05.2026 17:58
“BCC Research examines how AI is improving crop nutrient management, optimizing application timing, reducing human error, and supporting more sustainable agricultural practices.”Boston, May 12, 2026 (GLOBE NEWSWIRE) -- Artificial intelligence is rapidly transforming the crop micronutrients industry as agricultural technology companies deploy advanced solutions to address declining soil health and rising demand for precision nutrient management. BCC Research's latest analysis, AI Impact on Crop M
Sector Update: Tech Stocks Fall Tuesday Afternoon
12.05.2026 17:46
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
Altman Testifies About ‘Hair-Raising’ AI Safety Chat With Musk
12.05.2026 17:35
(Bloomberg) -- OpenAI’s Sam Altman testified that he was “extremely uncomfortable” with Elon Musk’s insistence that he have complete control over a proposed for-profit subsidiary of OpenAI back in 2017.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpAltman told jurors tha
Bytes Technology Group PLC (STU:9NY) Full Year 2026 Earnings Call Highlights: Strategic Growth ...
12.05.2026 17:01
Despite a dip in operating profit, Bytes Technology Group PLC (STU:9NY) showcases resilience with strong cash conversion and strategic partnerships driving future growth.
Semiconductor Stocks Are Sucking The Lifeblood Out Of U.S. Big Tech Companies
12.05.2026 17:00
AI CapEx is boosting semiconductor stocks, but hyperscalers face debt and cash-flow strain. Click for this look at the sector and its impact on tech stocks.
Even as hallucinations show up in legal filings, Big Law goes all in on AI with new Anthropic release
12.05.2026 17:00
Quinn Emanuel's Christopher Kercher built his firm's litigation platform on Claude and it's "far beyond what I would've done on my own — probably ever."
Anthropic announces new Claude-powered legal software as SaaS stocks continue to struggle
12.05.2026 17:00
Anthropic is diving further into the legal software market.
Oracle Set to Post Strong Results Amid Tech Infrastructure Spending, Oppenheimer Says
12.05.2026 16:56
Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo
MSFT, DELL And Intel: Which Is The Better Buy
12.05.2026 16:35
At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy
Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
12.05.2026 16:28
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
Chip Stocks Have Been Crushing Software. Here’s How to Play Both.
12.05.2026 16:27
The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.
Shopify's AI Channels Are Booming: What They Mean for the Stock
12.05.2026 16:04
AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.
Is Chevron a Safe Bet in the Energy Sector?
12.05.2026 16:02
Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?
Microsoft's Revised OpenAI Deal Strengthens AI Strategy, Wedbush Securities Says
12.05.2026 15:49
Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int
Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap
12.05.2026 15:47
The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.