Microsoft continues to report improved cloud/ AI monetization as more users expand their seats. Read why we are upgrading MSFT stock to a Strong Buy.

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...

Strategic alliances with companies like Palantir Technologies (PLTR) have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence ...

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...

SEATTLE, WA – Microsoft is pushing forward its AI initiatives, with CEO Satya Nadella announcing that Jay Parikh will join the company’s senior leadership team. Parikh, formerly the global ...

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

SoftBank is in talks to invest in OpenAI, potentially deepening the relationship between the two companies that are already ...

Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...

It recently reported its fiscal Q2 2025 earnings. The stock tanked by 4% but started recovering immediately and is now down ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.