To The Moon

Tech giants are shifting from solely providing computing power to distributing AI models, unlocking a lucrative new revenue stream. Cloud platforms like AWS Bedrock and Microsoft Azure are seeing a wave of interest as buyers look for vendor-agnostic systems to deploy custom AI tools.Alphabet, Amazon.com and Microsoft have become some of the largest companies in the world. And one analyst thinks the party is just getting started as these hyperscalers expand their growth beyond artificial-intelligence data centers.As enterprises race to adopt AI, Alphabet , Amazon and Microsoft are "quietly shifting from being providers of AI compute capacity to becoming AI model and product-distribution hubs for OpenAI and Anthropic to scale in the enterprise," UBS analyst Karl Keirstead wrote in a Wednesday note.For example, Amazon has been steadily strengthening its partnership with Anthropic, investing $5 billion in the Claude creator in April. Anthropic has agreed to spend more than $100 billion

$Microsoft(MSFT)$ Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.

$Microsoft(MSFT)$ I find it hard to believe it's going to move back up to break 430 again just to sell off down to 300. The kind of price action we've been seeing lately doesn't feel like it's driven by retail. And if it's institutions, they wouldn't be putting this much money on the line just to watch it fall way down. MSFT deserves to break out and put in another leg up toward 450 soon.

SpaceX IPO could reshape late-stage tech funding, targets $1.75 trillion valuationMusk's control and vision, including Mars colonization, drive investor interestSpaceX's Starlink and reusable rockets...

The S&P 500 (SPX) extended its winning run to a seventh straight week, although it managed to eke out just a 0.13% gain. Friday’s broad stock-marke...

ARK Invest bought $39.4 million of Robinhood (NASDAQ:HOOD) shares Wednesday after HOOD crashed 13.2% on weak earnings, while simultaneously selling $6.1 million of its own

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