Microsoft (MSFT)

Sustainable agriculture and biological solutions provider Indigo Ag and Microsoft announced their second carbon removal agreement, with a new commitment from Microsoft to purchase 60,000 soil carbon credits.

OpenAI just gave Nvidia investors 40 billion reasons to cheer.

A gauge tracking the Magnificent Seven (Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla) surged 15% in May.

MRVL stock fell despite upbeat Q1 earnings, exciting earnings season. Analysts note revenue growth and confidence in AI opportunity with AMZN.

Amazon's cloud unit is rapidly expanding its server farms and access to AI chips from Nvidia. AWS CEO said new data centers are being built globally.

The tentative union deal, including a pay raise, job protection, and recognition, marks a first for a major U.S. game studio.

Shares of beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA) jumped 11.8% in the morning session after the company reported an impressive "beat and raise" quarter. Ulta blew past analysts' sales, EPS and EBITDA expectations during the quarter (Q1 2025). 

Shares of medical device company CooperCompanies (NASDAQ:COO) fell 15% in the afternoon session after the company reported underwhelming first-quarter 2025 results (fiscal Q2), with sales exceeding expectations by a whisker while organic sales growth guidance for the full year was lowered. Management called out "softening in two of its growth markets, contact lenses and fertility." 

CEO Matt Garman said AWS is working with Nvidia to expand access to the chipmaker’s new GB200 semiconductors, which are now available for customers to test.

It's a bold statement, but if he's right, the stock would generate life-changing investment returns.

Tepper's net-selling activity in AI stocks may have to do with more than just simple profit-taking.

IT incident response platform PagerDuty (NYSE:PD) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.8% year on year to $119.8 million. The company expects next quarter’s revenue to be around $123.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 28.3% above analysts’ consensus estimates.