Today: 13 May 2026
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NASDAQ:MSFT 10 March 2026 - 9 April 2026

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
9 April 2026
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US Stock Market Today: Wall Street Rises Again, but Oil and Fed Fears Keep the Rally on Edge

US Stock Market Today: Wall Street Rises Again, but Oil and Fed Fears Keep the Rally on Edge

The Dow rose 337 points, or 0.7%, by 1 p.m. Thursday as oil prices retreated after Israel announced direct talks with Lebanon and hopes for a U.S.-Iran ceasefire steadied markets. Amazon shares climbed on news its AWS AI services topped $15 billion in annualized revenue. The Fed signaled possible rate hikes if inflation persists. Oil shipments through the Strait of Hormuz remained sharply reduced.
9 April 2026
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Why Microsoft Stock Is Still Under Pressure: AI Costs, OpenAI Exposure and Data-Center Scrutiny

Why Microsoft Stock Is Still Under Pressure: AI Costs, OpenAI Exposure and Data-Center Scrutiny

Microsoft shares traded at $372.88, down 0.1% after the company posted its worst quarter since 2008, falling nearly 25%. Shareholders are pressuring Microsoft over the water and power demands of its AI data centers. Capital spending reached $37.5 billion last quarter, with about 45% of its commercial backlog tied to OpenAI. Azure revenue rose 39%, but investors remain wary of rising costs and concentrated AI bets.
6 April 2026
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OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI closed a $122 billion funding round at an $852 billion valuation and raised over $3 billion from individual investors. The company said its shares will be included in several ARK Invest ETFs ahead of a possible IPO. Reuters reported OpenAI is shifting resources toward Codex and enterprise tools after pressure from Google and Anthropic. Amazon, Nvidia, SoftBank, and Microsoft participated in the round.
2 April 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 01.04.2026

Microsoft shares rose 3% after announcing a $1 billion investment to expand AI and cloud infrastructure in Thailand. The stock remains 21.7% lower year-to-date and 31.6% below its 52-week high. Broader markets gained on signs of easing Middle East tensions. Microsoft cited strong AI demand but warned of possible capital and supply constraints.
1 April 2026
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Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft launched new Copilot features Monday as debate intensified over its AI spending and stock outlook. Shares rose 1.1% to $360.52 early, following a 17% revenue jump and a $625 billion backlog. Bulls cite strong growth, while critics highlight high capex and rising competition from Google Cloud. Microsoft said Copilot now combines OpenAI’s GPT and Anthropic’s Claude in one workflow.
30 March 2026
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US Stock Market Today: S&P 500, Nasdaq Hit Six-Month Lows as Oil Surge Rattles Wall Street

US Stock Market Today: S&P 500, Nasdaq Hit Six-Month Lows as Oil Surge Rattles Wall Street

The S&P 500 and Nasdaq fell to six-month lows Friday as tech shares slid and oil prices surged, with Brent crude up 2.36% to $110.55 a barrel. The Nasdaq entered correction territory after a 2.4% drop Thursday. Nvidia, Microsoft, Alphabet, and Meta all declined, while Carnival dropped 4% and Unity Software gained 10.5%. U.S. consumer sentiment hit its lowest since December, and gas prices rose to $3.98 per gallon.
27 March 2026
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Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft shares fell 2.1% to $358.38 Friday, down 34% from their October 2025 peak, marking the worst six-month stretch since 2009. Investors are questioning the payoff from Microsoft’s heavy AI spending and deep ties to OpenAI. UBS cut its target price to $510, citing weak Copilot adoption, while Bank of America reinstated a Buy rating. Microsoft posted $81.3 billion in quarterly revenue, but capital expenditures hit $37.5 billion.
27 March 2026
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Microsoft Stock Price Today: Why MSFT Lags Wall Street’s Rebound Near an 11-Month Low

Microsoft Stock Price Today: Why MSFT Lags Wall Street’s Rebound Near an 11-Month Low

Microsoft shares traded near $370 by midday Wednesday, down about 0.7% despite a broader tech rally, after closing Tuesday at an 11-month low. The drop followed news of a major Texas data-center lease and fresh analyst target cuts, with Melius lowering its price target to $400 and UBS to $510. Nvidia and Amazon rose over 1.5% at the same time. President Brad Smith cited growing local resistance to data-center projects.
25 March 2026
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Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft shares fell 2.5% Tuesday to $373.61, now down 21% from January highs. Investors remain split after quarterly results showed revenue up 17% and net income up 60%, but capital spending surged and cloud margins narrowed. Morningstar and Seeking Alpha called the drop a buying opportunity, while a TipRanks-linked piece urged caution, citing slower growth and margin pressure.
24 March 2026
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Can Vanguard’s VTI ETF Really Turn $1,000 Into $1.39 Million? Why the Total Stock Market Fund Is Back in Focus

Can Vanguard’s VTI ETF Really Turn $1,000 Into $1.39 Million? Why the Total Stock Market Fund Is Back in Focus

Vanguard’s Total Stock Market ETF (VTI) traded at $327.69 in New York Monday, up $7.35, as Wall Street rebounded after President Trump postponed strikes on Iranian infrastructure. VTI held $586.3 billion in assets as of Feb. 28 with a 0.03% expense ratio. Despite recent declines—down 4.45% year to date—analysts highlighted long-term growth potential based on past decade averages.
23 March 2026
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Nasdaq Composite Rebounds as Oil Tumbles; Merlin Gains After Index Addition

Nasdaq Composite Rebounds as Oil Tumbles; Merlin Gains After Index Addition

The Nasdaq Composite rose 1.77% to 22,033.90 Monday as oil prices plunged after President Donald Trump said U.S. strikes on Iranian power plants were postponed. Brent crude dropped nearly 10% to $101.28 a barrel. Newly listed Merlin Inc. gained after joining the index. Iranian media disputed Trump’s statement.
23 March 2026
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Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft shares rose 1% to $385.71 in early New York trading Monday after bullish analyst commentary, despite ongoing concerns over the payoff from its heavy AI spending. Morningstar and Evercore set price targets near $600, while some analysts warned margin pressure could persist through 2026. Microsoft’s contracted cloud backlog more than doubled to $625 billion last quarter. Investors remain cautious amid inflation and rising yields.
23 March 2026
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AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

Nvidia, Broadcom, Microsoft, AMD, and Micron fell early Monday as oil topped $100 a barrel and traders priced out Federal Reserve rate cuts. OpenAI offered private-equity firms a 17.5% minimum return and early access to new models. Elon Musk said Tesla and SpaceX will build two chip factories in Austin. Nasdaq 100 futures dropped 0.72% premarket.
23 March 2026
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U.S. Stock Market Week Ahead: Iran Oil Shock Tests S&P 500 After Six-Month Low

U.S. Stock Market Week Ahead: Iran Oil Shock Tests S&P 500 After Six-Month Low

Oil prices surged after President Trump threatened strikes on Iranian power plants unless Tehran reopens the Strait of Hormuz, sending Brent crude to $112.19 a barrel. The S&P 500 closed at a six-month low Friday, down 1.51%, while investors pulled $24.78 billion from U.S. equity funds. The Fed held rates steady and warned higher energy costs could stoke inflation. CERAWeek opens Monday in Houston with over 10,000 participants expected.
22 March 2026
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Stock Market Today: Dow, S&P 500, Nasdaq Tumble as Iran Conflict Sends Oil to 2022 High and Erases Fed Cut Hopes

Stock Market Today: Dow, S&P 500, Nasdaq Tumble as Iran Conflict Sends Oil to 2022 High and Erases Fed Cut Hopes

Wall Street fell sharply Friday as Iran-related turmoil sent Brent crude to $112.19 a barrel, its highest since July 2022. The S&P 500 lost 1.49%, the Nasdaq dropped 1.98%, and the Dow slipped 0.92%. Bond yields climbed, with the 10-year Treasury near 4.39%. Tech stocks led losses, while energy shares rose for a 13th straight week.
20 March 2026
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UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath shares closed nearly flat at $11.57 Monday, underperforming other AI stocks after BMO Capital cut its price target to $14. The company forecast fiscal 2027 revenue growth of just over 9%, down from 13% in 2026, and guided ARR to about $2.05 billion. UiPath reported fourth-quarter revenue up 14% to $481 million and posted its first full-year profit under standard accounting.
16 March 2026
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Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
10 March 2026
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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.
10 March 2026
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Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft added Anthropic’s technology to Microsoft 365 Copilot with a new tool, Copilot Cowork, now in limited preview and expanding later in March. The company also launched Agent 365 and Microsoft 365 E7, set for general sale May 1 at $15 and $99 per user monthly. Microsoft aims to reduce reliance on OpenAI, offering Claude Sonnet models in Copilot alongside OpenAI’s. Some Copilot Cowork use will be included in the $30 Copilot plan.
10 March 2026
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Stock Market Today

  • Man Recovers $400,000 in Bitcoin After 11 Years Using Anthropic's AI
    May 13, 2026, 4:29 PM EDT. A Bitcoin holder recovered around $400,000 in BTC, locked for over a decade, with the help of Anthropic's AI chatbot Claude. The user, known as Cprkrn, had lost access after changing his wallet password while intoxicated. After years of failed attempts and trying trillions of password combinations, Claude analyzed old files from his college computer, locating an older wallet file and a mnemonic phrase that restored access to 5 BTC. At Bitcoin's current price near $79,600, his recovery underscores AI's potential in aiding crypto asset retrieval without breaking security protocols. The story serves as a reminder about the hidden value of old digital files.

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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

13 May 2026
Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

13 May 2026
The Dow Jones Industrial Average fell 90.72 points to 49,669.84 on Wednesday, while the S&P 500 and Nasdaq rose, lifted by gains in chip and AI stocks. Producer prices jumped 1.4% in April, the largest monthly increase since March 2022. The Senate confirmed Kevin Warsh as Federal Reserve chair in a 54-45 vote. Prediction markets showed a 97% chance the Fed holds rates steady in June.
US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

13 May 2026
The S&P 500 closed at 7,444.14 and the Nasdaq at 26,404.74, both record highs, while the Dow slipped 0.13% to 49,693.63. April producer prices jumped 1.4%, the largest monthly rise since March 2022, pushing back Fed rate-cut expectations. Prediction markets now see a long pause in U.S. policy easing. Tech stocks, especially AI-linked shares, led gains despite the inflation surprise.

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IREN Stock’s Nvidia Boost Now Faces a $2.6 Billion Reality Check

IREN Stock’s Nvidia Boost Now Faces a $2.6 Billion Reality Check

13 May 2026
IREN raised $2.6 billion in an upsized convertible-note sale after announcing a Nvidia-backed AI infrastructure plan. Nvidia secured a five-year option to buy up to 30 million IREN shares at $70 each. The companies aim to deploy up to 5 gigawatts of AI data-center capacity, focusing on IREN’s Texas sites. IREN shares rose 2.6% premarket; Nvidia gained 0.6%.
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