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 is exploring high-temperature superconductors to cut transmission losses, boost capacity and rethink power delivery ...
Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.
Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set ...
Demand for artificial intelligence (AI) has ignited cloud growth, but the competition is fierce.
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Software Bear Market: 2 AI Stocks With 50% and 83% Upside to Buy Now, According to Wall Street
Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.
Forget "AI or bust." Microsoft's multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S ...
With OpenShift 4.21, you can simultaneously modernize existing IT infrastructure and accelerate AI innovation on a single, ...
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