Artificial intelligence is no longer a speculative bet for Big Tech it is already driving growth across cloud, advertising and enterprise software. But the very scale of investment required to sustain that momentum is still emerging as the industry’s biggest fault line. Earnings from Microsoft, Alphabet, Meta Platforms and Amazon showed that AI is boosting… Continue reading AI drives growth, but here’s why investors lauded GOOG but punished META
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EM stocks dip on Iran fears, eye best month since 2022
Most emerging market stocks and currencies declined on Thursday as concerns over a potential escalation in the Iran war weighed on investor sentiment. Rising oil prices and a hawkish stance from the US Federal Reserve added to the pressure. Oil prices surged more than 7% amid fears of supply disruptions. According to an Axios report… Continue reading EM stocks dip on Iran fears, eye best month since 2022
Dow futures plunge 110 points: 5 things to know before market opens
US stock index futures were mixed on Thursday as a near-7% surge in Brent crude oil reignited inflation concerns and blunted optimism from a broadly strong set of Big Tech earnings. Investors now face a triple test: the first estimate for first-quarter GDP, March Personal Consumption Expenditures data, and continued fallout from the Federal Reserve’s… Continue reading Dow futures plunge 110 points: 5 things to know before market opens
Euro zone growth slows to 0.1% as ECB faces energy risks
The euro zone economy recorded weak growth in the first quarter of the year, offering an early indication of economic conditions following the onset of the Iran conflict. A preliminary estimate released on Thursday showed that economic activity in the bloc expanded only marginally, reflecting growing pressures from geopolitical tensions and trade disruptions. The energy-importing… Continue reading Euro zone growth slows to 0.1% as ECB faces energy risks
Microsoft stock: is post-earnings pullback last chance to buy cheap?
Microsoft stock (NASDAQ: MSFT) delivered another strong quarter on Wednesday, beating Wall Street’s earnings estimate and showing that demand for its AI products is still running hot. Diluted earnings came in at $4.27 a share, above the $4.07 consensus, while Azure and other cloud services revenue rose 40% year over year. Microsoft Cloud revenue topped… Continue reading Microsoft stock: is post-earnings pullback last chance to buy cheap?
Nvidia B300 server prices in China surge amid supply crunch
Prices for Nvidia’s advanced B300 servers in China have surged sharply, nearing 7 million yuan (around $1 million), as strong demand for artificial intelligence computing equipment collides with tightening supply. The increase reflects a near doubling from around 4 million yuan late last year. As per the sources cited by Reuters, the rise accelerated after… Continue reading Nvidia B300 server prices in China surge amid supply crunch
OKX rolls out Agent Payments Protocol for full AI-driven transactions
OKX has introduced an open standard for agent-led transactions, rolling out its Agent Payments Protocol to support full-cycle business activity handled by AI systems. According to OKX, the newly launched protocol extends beyond simple transfers by enabling AI agents to manage commercial processes such as pricing, negotiation, escrow, settlement, and dispute handling. The exchange said… Continue reading OKX rolls out Agent Payments Protocol for full AI-driven transactions
Volkswagen Q1 profit falls 14% amid tariffs, China slowdown
Volkswagen reported a sharp decline in first-quarter earnings, as tariff pressures, geopolitical tensions and rising competition impacted performance. Europe’s largest carmaker posted an operating profit of 2.5 billion euros ($2.9 billion) for the first three months of the year. This marked a 14% drop compared with the same period last year. The figure also missed… Continue reading Volkswagen Q1 profit falls 14% amid tariffs, China slowdown
FTSE 100, DAX, CAC 40 futures fall as risk rises ahead of ECB, BoE
European stock index futures pulled back further on Thursday as investors reacted to the soaring crude oil prices and the bizarre military options CENTCOM will offer President Donald Trump. The FTSE 100 futures dropped to £10,190, while those linked to the DAX, Stoxx 50, and CAC 40 fell by nearly 1%. Crude oil price soars… Continue reading FTSE 100, DAX, CAC 40 futures fall as risk rises ahead of ECB, BoE
