Looking at accelerating Azure growth, solid AI demand, and strong commercial bookings, here’s what we think of Microsoft ...

Despite supportive earnings, DeepSeek shocked technology stocks. In the busiest week of the earnings season, tariffs and the ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Microsoft and DeepSeek demonstrate strong AI monetization in Q2 FY25. Find out why MSFT stock stays a Buy with competitive ...

The chart above points toward an increase of 14% and 17% in Microsoft's earnings over the next two fiscal years. That's why ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Arguably, a great chunk of Microsoft’s 31.5x forward earnings multiple is directly related to its progress with AI implementation, particularly in its most profitable segment today—the cloud ...

Amazon CEO Andy Jassy announces plans to spend $100 billion on capital expenditure in 2025, with the majority allocated to AI ...

Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...

Tech giant Microsoft (MSFT) recently reported results for the second quarter of Fiscal 2025, with revenue and earnings ...

The question on investors’ lips following Microsoft’s (MSFT) earnings call last week is: are substantial capital investments in AI infrastructure justified when growth and margins don’t ...