Microsoft Corporation (NASDAQ:MSFT) is among the most profitable mega cap stocks to buy. On February 10, Reuters reported ...

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn more about MSFT stock here.

Azure growth slows as AI capex surges, pressuring margins and FCF. Read the latest analysis on the stock here.

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...

Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.

Nvidia Corp. is set to lease a major data centre in Nevada backed by a $3.8 billion junk bond sale, marking the latest sign of the borrowing surge tied to artificial intelligence ...

Nvidia is set to lease a Nevada data center financed by a $3.8 billion junk-bond sale, underscoring the borrowing surge tied to AI infrastructure ...

Amazon, Microsoft, and Google raised capex plans to breathtaking new levels. That suggests knowledge that outsiders don't ...

Nvidia is reportedly set to lease a data center being developed by Tract Capital's Fleet Data Centers in Storey County, Nevada. Bloomberg reports that the data center, planned to offer 200MW of ...

In a recent note on the software sector, Piper Sandler analyst Billy Fitzsimmons outlined the firm’s current take on this beaten-down segment.

Snowflake (NYSE:SNOW) has entered a multi year, US$200 million partnership with OpenAI. The agreement centers on embedding OpenAI models directly into Snowflake's data platform for global enterprises.

A company that makes toys powered by artificial intelligence exposed snippets of thousands of conversations its toys had with ...