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Microsoft earnings update keeps guidance and software demand in focus as AI spending debate rolls on

A Microsoft (MSFT) earnings-related update on its investor relations site kept markets focused on software demand and what management signals next on AI infrastructure spending and margins—key inputs for tech...

Stock NewsCompany investor relations / market source bundle2026-05-26T21:04:04Z
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Crypto Crypto markets shift focus to Washington signals as traders gauge next regulatory move

Digital-asset markets are tracking U.S. policy and SEC signals as closely as token trading, with Bitcoin and Ethereum still acting as the liquidity anchors for crypto-linked equities and ETF vehicles.

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Ai AI buildout shifts investor focus from ‘more GPUs’ to whether cloud spending can monetize fast enough

A source bundle linking AI products to data-center constraints is keeping attention on how quickly hyperscalers can turn surging infrastructure spend into software revenue—while power, water and permitting frictions...

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Earnings MSFT and NVDA in focus as SpaceX index-inclusion talk and “smart money buying” narratives tighten the feedback loop in mega-cap...

MSFT/NVDA are pulled into two narratives at once: Business Insider’s SpaceX index-rule story and Yahoo Finance’s “smart money buying” tech dip framing—fuel for flows and volatility.

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Headline Intuit earnings give software investors a small-business demand read

Intuit's investor site lists Q3 fiscal 2026 results for May 20, giving investors a read on tax-season demand, small-business software spending, AI adoption, and margins.

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Headline Home Depot earnings put housing-linked demand in focus

Home Depot's investor calendar lists its Q1 earnings release for May 19, giving markets a read on housing, renovation demand, consumer spending, and margin pressure.

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Macro FOMC minutes put Fed-policy risk on this week's market calendar

The May 18-22 economic calendar centers on FOMC minutes, Treasury auctions, retail earnings, software earnings, and inflation-sensitive data that can move yields and equity leadership.