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Azure's growth and Copilot's position in enterprise AI make Microsoft a smart AI play.

This Vanguard tech ETF has beaten the Nasdaq-100 for the past 10 years -- but its portfolio is surprisingly top-heavy with just four big names.

UK investors are watching the AI boom run into funding roadblocks, as seen with Microsoft walking away from a major British data centre deal. Big projects can stall when debt markets get tougher. Yet smaller listed businesses with cleaner balance sheets still have room to move. This article picks out three financially solid low priced UK stocks that aim to give you exposure without relying on heavy borrowing. The three stocks highlighted here offer a compelling starting point if you want...

Microsoft’s decision to pull the plug on its anchor AI data centre deal with Nscale has thrown fresh light on a less glamorous but critical piece of the story: the UK’s power grid. While neocloud operators fight for funding and contracts, electricity networks and equipment providers still control the literal on switch for AI. This piece walks through three UK Power and Grid Infrastructure Enablers exposed to that shift and why they deserve a closer look right now. The stocks covered below are...

Investing.com -- Microsoft (NASDAQ) has withdrawn from a planned UK data centre agreement with artificial intelligence infrastructure provider Nscale, potentially complicating the British company’s initial public offering plans, according to the Telegraph.

Earnings rose 22% last fiscal year. What's the stock worth if growth cools to 13%?

Microsoft Corp. has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup’s initial public offering hopes, the Telegraph reported.

America’s vast AI infrastructure build is starting to look more fragile, and that matters for UK investors watching where the real value sits in artificial intelligence. Hardware projects can stall when financing or public support weakens. Software that helps doctors work faster and make better calls in hospitals can keep scaling with fewer physical bottlenecks. This article highlights three UK listed AI driven healthcare stocks from our screener. The three stocks in this article are just a...

Interest payments on US government debt now cost about US$3b a day, which concentrates attention on balance sheet strength wherever you invest. When public finances look stretched, investors often care more about companies that generate solid returns on shareholder capital and keep their own debt under control. This article highlights three stocks that combine high return on equity, resilient historic execution and clean finances from our strong balance sheet screen. The three examples in...

Texas leads the AI infrastructure boom with data centers and chips boosting GDP and jobs. Check out this look at the tech sector and its prospects.