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Microsoft Is Leaving Investors Flying Blind on Its AI Businesses

Cloud computing, meet cloudy numbers. After years of asking investors to take its artificial-intelligence strategy on faith, Microsoft stands out among tech giants for the opacity of its financial reporting. Take Azure, Microsoft’s flagship cloud platform and primary growth engine.

The Wall Street Journal
Stocks to Watch: Nvidia, Intuit, Meta

↘️ Intuit (INTU): The company, known for its tax-preparation and accounting software, forecast slower sales growth in the year ahead as it navigates declines in its desktop business. Shares dropped more than 11% premarket.

The Wall Street Journal
Jason Calacanis Says TSLA's Optimus Will Eclipse AAPL's iPhone, Predicts 1 Billion Robots By 2036

Venture capitalist Jason Calacanis predicts Tesla Inc. (NASDAQ:TSLA) will turn its Optimus humanoid robot into a product bigger than Apple Inc.’s (NASDAQ:AAPL) iPhone, forecasting 1 billion Optimus robots worldwide by 2036. Calacanis Says Optimus Could Eclipse iPhone Speaking on the This Week in Startups podcast after watching the World Humanoid Robot Games in Beijing, Calacanis said he had recently seen an Optimus demonstration that has not been publicly shown. "Optimus is going to be the great

Benzinga
Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures were mixed early Wednesday as Wall Street awaits Nvidia Corp.‘s (NASDAQ:NVDA) marquee earnings report, key PCE inflation data, and further developments surrounding the Strait of Hormuz. The Polymarket (CRYPTO: POL) crowd is evenly split for the Aug....

Benzinga Prediction Markets
How These 3 Top Funds Deliver ‘Deep Value’ With Fewer Tech Stocks

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

Barrons.com
Morning Bid: Markets are waiting '9 to 5'

A look at the day ahead in European and global markets from Ankur Banerjee A holding pattern in global markets has emerged as traders await earnings from Nvidia that will be a test of confidence in

Reuters