Microsoft Archives - Vista Partners LLC

Nvidia CEO Jensen Huang Slams ‘AI Bubble’ Fears as Demand Soars for Chips -( $NVDA $META $MSFT $AMZN )

by Vista Partners LLC November 20, 2025 329Views 0Likes

Nvidia (NVDA) CEO Jensen Huang has delivered a masterclass in corporate optimism, dismissing AI bubble fears with the kind of swagger usually reserved for Silicon Valley’s most confident CEOs. In a recent earnings call that sent shares soaring yesterday after the close,…

Three Mile Island Returns: Why Nuclear Energy Is Back in the S&P 500 Spotlight -( $CEG $OKLO $MSFT $SPY )

by Vista Partners LLC November 20, 2025 522Views 0Likes

Constellation Energy (CEG $357.48, +59.80% YTD), the $40 billion titan of electrons whose stock has been radiating in the S&P 500 like a newly uncorked isotope, just pocketed a $1 billion federal loan courtesy of the Trump administration’s Energy Dominance Financing program.…

Claude Shakes Up Cloud Wars: Anthropic’s Epic $30 Billion Microsoft Deal -( $MSFT $NVDA $DIA )

by Vista Partners LLC November 18, 2025 240Views 0Likes

Anthropic, the AI shop best known for giving ChatGPT’s Claude a run for its money, has announced a jaw-dropping, spreadsheet-busting $30 billion commitment to Microsoft’s Azure cloud platform—a sum large enough to make even the most seasoned CFO reach for a calculator…

Steve Ballmer’s Intuit Dome Unveiled: $2 Billion HQ Redefines Sports Arenas and Corporate Campuses -( $INTU $MSFT $SPY )

by Vista Partners LLC November 18, 2025 301Views 0Likes

Intuit’s (INTU) latest splash isn’t in fintech, but in construction—where the budget now garners more buzz than its balance sheet. Yes, the $2 billion figure making headlines isn’t another buyback authorization or a Silicon Valley campus remodel: It’s the sticker price for…

Anthropic’s $50 Billion U.S. Data Center Bet: When AI Ambitions Meet Texas-Sized Infrastructure -( $MSFT $GOOG $NVDA $META )

by Vista Partners LLC November 12, 2025 630Views 0Likes

In a move that could make even the most seasoned tech titans spill their morning espresso, AI startup Anthropic has announced plans to invest a head-turning $50 billion on custom-built data centers across the U.S.—with Texas and New York headlining this digital…

The $18 Billion Oracle AI Bet: Data Centers, Bank Syndicates, and the Future of Cloud Computing -( $ORCL $GS $MUFG $AMZN $GOOG $MSFT )

by Vista Partners LLC November 7, 2025 520Views 0Likes

A consortium of 20 major banks has just written an $18 billion check—no, that’s not a misprint—to help underwrite Oracle’s (ORCL) latest ambition: a sprawling data center campus in New Mexico that promises to give even the most jaded AI skeptic a…

Microsoft’s $9.7 Billion AI Cloud Deal: How Bitcoin Miners Became Data Center Superstars -( $MSFT $IREN $BTC $DELL $NVDA )

by Vista Partners LLC November 4, 2025 232Views 0Likes

Microsoft’s (MSFT) blockbuster $9.7 billion, five-year deal with Aussie firm IREN offers a masterclass in how to turn crypto winters into a sunny forecast for AI—and yes, it’s billions, not millions, even though Wall Street still double-checks its calculators at the…

Cloudy With a Chance of Billions: Amazon’s AI-Fueled Earnings Send Stock Sky High -( $AMZN $SPY $GOOG $MSFT )

by Vista Partners LLC October 30, 2025 135Views 0Likes

Amazon’s (AMZN) third-quarter results delivered a thunderous beat over Wall Street’s expectations, driving a more than 13% surge in its share price after hours and confirming that its cloud and artificial intelligence investments are bearing fruit. The e-commerce and tech giant posted…

Will NVIDIA & “Physical AI” Drive The Next Industrial Revolution? – ($NVDA $SPY $QQQ)

by Vista Partners LLC May 19, 2025 116Views 0Likes

At Computex 2025, NVIDIA (NVDA) CEO Jensen Huang unveiled a sweeping vision for "physical AI" – a paradigm shift where artificial intelligence transcends digital boundaries to interact with and reshape the physical world. The keynote, delivered before a packed audience in Taipei,…

CXApp’s Agentic AI Transformation – $CXAI $AMZN $GOOG

by John F. Heerdink, Jr. April 4, 2025 89Views 0Likes

CXApp Inc.(NASDAQ: CXAI, $1.42, +76% on Friday), headquartered in Palo Alto, California, is a pioneering force in workplace experience technology. The company provides an innovative enterprise platform that leverages artificial intelligence (AI) and customer experience (CX) principles to reimagine employee interactions…

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