Meta Courts European Bond Investors to Help Bankroll AI Boom

Microsoft Azure Drives Q1 Growth: Buy, Sell or Hold the Stock Now?

Microsoft reported strong Q1 fiscal 2027 results with revenues up 19% to $92.3B and Azure revenues surging 48% to $33.2B. However, the company faces headwinds from massive capital expenditures exceeding $50B in Q2, declining cloud gross margins, and weakness in consumer businesses. With a P/E of 30.22X above industry average and intensifying competition, analysts recommend existing investors hold while new investors await better entry points.

Meta Launches Muse AI Agent App for Apple Watch

Meta has released an Apple Watch companion app for its Muse personal AI agent, enabling users to interact with the assistant directly from their wrist.

FRVO Q3 Earnings Call Highlights Google Deal and Geothermal Expansion

Fervo Energy (FRVO) announced a major 15-year, 396-MW power purchase agreement with Google with deliveries starting mid-2028. The company's Cape Station began commercial operations with its first 33-MW GeoBlock ahead of schedule, with two additional blocks expected online by January 2027. FRVO is targeting $5,500 per kW construction costs and has 1,054 MW in binding agreements worth $11.9 billion, while maintaining a longer-term $3,000 per kW cost target.

Nvidia Is Down 30% From Its High. History Says This Is What Happens Next.

Nvidia stock has fallen 30% from its all-time high due to a combination of broader tech sell-off concerns about AI regulation and a scandal involving CEO Jensen Huang's alleged affair with a Chinese intelligence asset. However, historical analysis shows Nvidia has recovered from similar 20%+ drops multiple times over the past five years, each time reaching much higher levels. Despite current headwinds, Nvidia remains central to AI development with strong demand from hyperscalers and expected 90% sales growth this year.

Constellation and Vistra Get the Headlines. These 2 Power Producers Barely Get Mentioned.

While Constellation Energy and Vistra dominate headlines, Talen Energy and NRG Energy are lesser-known power producers positioned to benefit from growing AI data center demand. Talen has secured a long-term nuclear power supply agreement with Amazon, while NRG is expanding capacity through natural gas assets and the CPower acquisition. Both companies offer attractive valuations but face execution risks and regulatory scrutiny.

Google Agrees To Additional Privacy Protections In Acquisition Of Employee Data From Defunct Spirit Airlines