Microsoft Stock Surge Lifts Nasdaq After Azure Beat

TL;DR: The Microsoft stock surge is the main U.S. equity catalyst as of 1:00 p.m. ET

Salesforce to Buy Fin for $3.6 Billion: CRM Doubles Down on Agentic AI With 30,000-Customer Acquisition

TL;DR * Salesforce signed a definitive agreement Monday June 15 to acquire Fin, formerly Intercom, for approximately $3.6 billion,

Google's $920M SpaceX Deal: 110K GPUs to Power Gemini AI

TL;DR Google has agreed to pay SpaceX about $920 million per month from October 2026 through June 2029 for

Microsoft Earnings Preview: Azure, AI Spend and the OpenAI Reset

As of Monday afternoon in New York, this Microsoft earnings preview is less about whether the company can print a