"Apple could have the last laugh since it is a true 'toll road' to mobile AI," he wrote. "While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner ...

The company is also seeing a slowdown in its Azure cloud services business, triggered by capacity constraints. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.

In the fast-paced world of investing, staying ahead requires good ideas and timely decisions. This article highlights five ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

It's the first quarter in many those tech companies haven't offered earnings surprises It's a sea of green this morning - congrats Eagles fans - with Wall Street also pointing to a higher start, led ...

As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company’s potential in the booming AI market — or a blemish best left unmentioned.

The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...

Amazon CEO Andy Jassy says the trends represented by DeepSeek should stoke AI demand long-term. (GeekWire File Photo / Taylor ...

As the first earnings season of 2025 unfolds, investors are likely analyzing financial reports to refine their portfolio strategies.

Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.