Microsoft faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly ...

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

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 ...

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

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

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

This is part three of a seven-article series in which I rank the best Magnificent Seven stocks to buy for 2026 (in reverse ...

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 ...