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The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

MarketBeat

12:25 PM | Sunday | Oct 4, 2026

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Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.

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12:25 PM | Sunday | Oct 4, 2026

The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

MarketBeat

Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.

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11:53 AM | Sunday | Oct 4, 2026

AI Is Burning Through More Money Than Any Technology Boom in History — Now Comes the Hard Part

24/7 Wall Street

A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the figure on July 22, 2026.

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11:38 AM | Sunday | Oct 4, 2026

Accenture vs. Microsoft: Which Technology Stock Is a Better Buy in 2026?

The Motley Fool

Accenture maintains deep relationships with nearly all of the Fortune Global 100 companies. Microsoft generates exceptional profitability with a net margin exceeding 40%.

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12:00 AM | Sunday | Oct 4, 2026

The Robot Boom’s Next Milestone Is Surprisingly Boring

Investor Place

Agility's Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.

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5:18 AM | Saturday | Oct 3, 2026

Microsoft Corporation $MSFT Shares Purchased by Mccarter Private Wealth Services LLC

Defense World

Mccarter Private Wealth Services LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 6.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,694 shares of the software giant's stock after acquiring an additional 1,418

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5:18 AM | Saturday | Oct 3, 2026

Microsoft Corporation $MSFT Stake Cut by KBC Group NV

Defense World

KBC Group NV lowered its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 14.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,115,865 shares of the software giant's stock after selling 857,292 shares during the quarter. Microsoft makes up

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5:18 AM | Saturday | Oct 3, 2026

Microsoft Corporation $MSFT Stock Bought by National Mutual Insurance Federation of Agricultural Cooperatives

Defense World

National Mutual Insurance Federation of Agricultural Cooperatives lifted its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 23.6% in the second quarter, according to its most recent filing with the SEC. The fund owned 219,900 shares of the software giant's stock after acquiring an additional 42,000 shares during the period. Microsoft makes

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5:18 AM | Saturday | Oct 3, 2026

Microsoft Corporation $MSFT Stock Acquired by LiftPoint Family Wealth Advisors LLC

Defense World

LiftPoint Family Wealth Advisors LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 57.2% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,133 shares of the software giant's stock after buying an additional 1,140 shares during the period. Microsoft makes

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5:18 AM | Saturday | Oct 3, 2026

Janney Montgomery Scott LLC Purchases 51,099 Shares of Microsoft Corporation $MSFT

Defense World

Janney Montgomery Scott LLC grew its position in Microsoft Corporation (NASDAQ: MSFT) by 2.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,289,585 shares of the software giant's stock after buying an additional 51,099 shares during the quarter. Microsoft

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4:42 AM | Saturday | Oct 3, 2026

Microsoft Corporation $MSFT Shares Bought by Gryphon Financial Partners LLC

Defense World

Gryphon Financial Partners LLC grew its position in Microsoft Corporation (NASDAQ: MSFT) by 6.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 63,743 shares of the software giant's stock after acquiring an additional 3,936 shares during the period.

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