Key takeaways Cloud growth is strong but near-term earnings remain uneven Backlog supports long-term demand but execution is ...

The new contract between Nebius and Microsoft could foreshadow future deals with large tech companies that are trying to limit a drain on their cash flow Investors can expect to see a flow of creative ...

There's no mystery as to why Marvell stock has plummeted recently. Many AI companies are posting huge growth in quarterly ...

Nebius secured a $17.4B, five-year GPU infrastructure contract with Microsoft for its Vineland, NJ data center, signaling a ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth ...

The 'Magnificent Seven' could end the year with a combined operating cash flow and net cash of more than $1 trillion. HSBC analysts see a few uses for the money. The "Magnificent Seven" could end the ...

Learn more about Microsoft Dynamics 365, the CRM from the big tech firm, including how much it costs and what kind of functionality it offers.

Azure remains the growth leader, with Microsoft set to sustain 15%+ revenue growth and expanding margins. Read why MSFT stock ...

VibeVoice is a new open-source AI tool that can generate a full 90 minute audio podcast recording with multiple speakers from ...

Microsoft has released the KB5065429 cumulative update for Windows 10 22H2 and Windows 10 21H2, with fourteen fixes or changes, including fixes for unexpected UAC prompts and severe lag and stuttering ...

AI investment hype mirrors dot-com boom patterns, but current market fundamentals and corporate earnings suggest different ...

Valuation is the second sanity check. IBM's shares trade at 18 times free cash flow and 3.5 times trailing sales. In AI land, ...