Hot CPI Pushes 10-Year Yield to 5%, Nvidia Sinks 6%: Stock Market Today

Citigroup Maintains Buy on Charter Communications, Raises Price Target to $150

Wall Street Hasn't Ignored Earnings Beats Like This Since the Dot-Com Bust

S&P 500 beats get the smallest reward since 2001, BofA's Savita Subramanian says, as AI risk weighs on SPY despite 31% earnings growth.

'U.S. Commerce Department Delays MegaSpeed’s Inclusion On Trade Blacklist' - Financial Times

The Ohio State University and Microsoft Announce Five-Year Strategic Partnership

Microsoft and The Ohio State University have entered a five-year strategic partnership to integrate AI and cloud technologies into clinical care, research, and education.

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.

TTWO Q2 Earnings Call Highlights GTA VI Outlook and Booking Trends

Take-Two Interactive (TTWO) reported Q2 fiscal 2027 earnings of $1.00 per share, beating estimates by 11.10%, but revenues of $1.60 billion missed forecasts by 3.40% with an 18.32% year-over-year decline. The company maintained its $8-$8.2B fiscal 2027 bookings guidance, supported by strong Grand Theft Auto VI preorders ahead of its November 19 launch. NBA 2K27 underperformed expectations despite 4 million units sold, while mobile titles showed mixed results. Management emphasized cost discipline and cash flow focus.