Microsoft

Alphabet, Microsoft and Amazon earnings could reset Wall Street’s AI trade as oil-driven inflation worries pressure stocks before the Fed.

Microsoft and Akamai led AI stocks higher as investors weighed a major Anthropic cloud deal against Treasury yield pressure.

Microsoft shares extend an AI-led stock rally as Azure growth, cloud revenue and earnings strength reshape Wall Street's capex debate.

Microsoft earnings and the Federal Reserve meeting put AI stocks under pressure as investors scrutinize capex, margins and guidance.