We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ ...

Discover which AI stocks ChatGPT recommends for smart investing and learn why these picks could shape the future of tech and ...

Ben Powell, chief investment strategist for APAC, argues that the companies supplying the backbone of the AI ecosystem remain ...

CoreWeave goes through about $2 billion each quarter on data center capital expenditures (capex), which is huge considering ...

Microsoft is expanding Azure Networking with zone-redundant NAT Gateway V2 and announcing 400-Gigabit ExpressRoute for 2026.

Box’s Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness ...

Salesforce posted $10.3 billion in Q3 revenue with AI growth at 330%, but the stock fell 29% in 2025. Investors question scalability, Microsoft's lead, and reliance on acquisitions.

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of ...

Mastercard is among the companies using AI-powered internal talent marketplaces in this fashion. Launched to its full global ...

The latest deal between Anthropic, Microsoft and Nvidia is not just another funding round, it is a bet that pairs enormous ...