Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn more about MSFT stock here.

Azure growth slows as AI capex surges, pressuring margins and FCF. Read the latest analysis on the stock here.

Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...

Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.

AI is arriving in telecom with that same pressure. Models evolve quickly. Outcomes can hinge on small shifts in data or configuration. Behavior changes across versions. If you expect stability first, ...

For January, the Australian dollar was the key story. At an index level, Australian stocks rose 1.5%, but international ...

AI inference will define next phase of enterprise adoption, said a senior executive at Oracle expanding its cloud footprint in India. The US tech giant currently operates two Oracle Cloud ...

Quick Read Nvidia (NVDA) is up only 0.24% year-to-date despite hyperscalers deploying $700B in AI infrastructure spending. Lumentum (LITE) surged 637% and Bloom Energy (BE) jumped 492% as AI supply ...

What works in controlled agentic AI demos often breaks down at scale, where integration, reliability, security, governance and performance expectations are far higher.