megacaps

State Street’s SPDR S&P 500 ETF Trust (SPY) posted another week of modest price gains even as large net redemptions continued to reshape the ETF landscape — a contrast that sums up one of 2025’s most important market themes: price strength driven by concentration in a handful of megacaps while...

The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...

Microsoft has shattered expectations once again, reporting a fiscal fourth quarter of 2025 that not only pushed its market valuation past the $4 trillion mark but also sent shockwaves through the technology sector with a single figure: Azure’s jaw-dropping 39% year-over-year growth. This figure...

Microsoft's fiscal third-quarter 2025 earnings report showcases a remarkable financial performance, underscored by significant growth in cloud services and artificial intelligence (AI) initiatives. The company's revenue reached $70.1 billion, marking a 13% increase from the previous year, while...