SAP is a critical enterprise software provider, now reaching a tipping point in its cloud transition. Click here to read why ...

The gaming industry is in a years-long revenue slump, but the biggest firms have bucked the trend – until now. What can they ...

As a result, I think investors should be patient with Microsoft's stock. Microsoft has been and will continue to be an excellent AI stock to own, but there's no denying it has gotten expensive.

Amazon AWS layoffs in 2025 signal a strategic pivot to counter slowing growth and AI-driven competition, with AWS job cuts targeting efficiency.

Microsoft reveals how the cybercrime group, also known as Octo Tempest, is reversing its previous cloud-first strategy.

OpenAI officially adds Google Cloud to power ChatGPT, a landmark move diversifying its compute partners beyond Microsoft and ...

CoreWeave acquires Core Scientific for strategic AI alignment, $10bn lease savings, but high leverage risks remain. See why I ...

Microsoft has robust fundamentals and significant lucrative growth avenues. The company's dividend growth program looks about ...

OpenAI is getting some much-needed cloud infrastructure love from Google Cloud, and has added the company to its official list of artificial intelligence hardware suppliers. The AI industry leader has ...

To help protect and inform customers, Microsoft highlights protection coverage across the Microsoft Defender security ...

Thomas Blakey of Cantor Fitzgerald sees Microsoft getting there soon. In a research note, Blakey reiterated an Overweight rating for the stock and boosted his price target to $581 from $512, after ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...