Big Tech Mixed in Regular Session: META Plunges Nearly 9%, TSM Surges Nearly 6%Movers Alert·17 minutes agoAAPL-2.19%AMZN+4.24%
Tesla hits 10 million vehicles — but its EV growth has stalledElectrek·27 minutes agoTSLA+3.21%TSL+4.01%
Virtuix Lands Tesla as First Omni One Enterprise Customer, Signaling Major Push into Humanoid RoboticsUnusual Whales·50 minutes agoVTIX-2.65%TSLA+3.21%
Tesla stock is trying to end a six-day losing streak. Microsoft is coming to the rescue.MSN·59 minutes agoTSL+4.01%TSLA+3.21%
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Cathie Wood bought $53.5 million of Tesla stock right after Elon Musk's post-earnings sell-off. Is a rebound coming?MSN·7 hours agoTSLA+3.21%TSDD-6.41%
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MSFT FY4Q26 First Take. Amid an earnings deluge this read is a touch late, but the takeaway is clear: the leadership rotation has swung back in Microsoft's favor. Four key points:1) Azure re-acceleration: the Jun quarter grew 43% YoY. Guidance points to 45% next quarter, with 2H growth running ahead of 1H.2) Capex did not spike: spend was $41bn this quarter, with next quarter guided to $50bn. That implies CY 4Q at approx. $52bn and keeps the run-rate on track for CY2026 capex of ~$200bn including leases. For FY2027, management still guides to YoY growth.A small wrinkle: by extending useful lives on long-duration assets, some items now qualify as operating leases and no longer count toward capex. This technically lowers CY2026 reported capex to ~$175bn.3) Making money: with AI a bigger mix in cloud, GPM should have compressed, yet the actual pullback was modest. Higher revenue amplified operating leverage and drove a sharp decline in opex ratio, helped by ~5k headcount reductions this fiscal year. As a result, margins rose rather than fell.Note an important timing point: Microsoft began ramping capex in 2Q23 and has kept it elevated for three years, but D&A remains light, with the latest quarter even down YoY. Early capex skewed to long-lived assets and useful lives were extended this time, delaying expense recognition. Starting in 3Q25, however, shorter-cycle assets like servers will be purchased in size, so the depreciation headwind has yet to fully bite.4) Cash to spare: unlike Alphabet, Tesla, and Meta, whose aggressive spend has strained cash flows, Microsoft's cash capex excluding finance leases remains in the $30–35bn range. Based on the qualitative capex guide and revenue trajectory, free cash flow should stay positive in the new fiscal year.Overall, Microsoft posted a 'help-yourself' quarter in a market that is turning cautious on AI infrastructure spending elsewhere. Growth, margins, and cash are all in place, and in today's setup and risk appetite, the long-awaited rotation has finally come back to Microsoft. $Microsoft(MSFT.US)7 hours agoGOOG-0.81%GOOGL-0.88%
Big Tech Stocks Fall in Overnight Session, META Drops Nearly 8%, TSLA Down Over 3%Movers Alert·9 hours agoAAPL-2.19%AMZN+4.24%
China Says US Humanoid Robot Ban 'Severely Damages' Relations—Here's How It Could Affect Elon Musk's Optimus: 'China Makes Half…'benzinga_article·9 hours agoNVDA+3.28%TSL+4.01%
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Big Tech Night Session Broad Decline, META Falls Nearly 7%, TSLA Drops Over 3%Movers Alert·12 hours agoAAPL-2.19%AMZN+4.24%
Big Tech Night Session Broad Decline, META Falls Over 7%, TSLA Down Nearly 3%Movers Alert·15 hours agoAAPL-2.19%AMZN+4.24%
