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Microsoft plans to more than triple its global data center capacity to over 38 gigawatts by 2032 to meet booming AI and cloud demand. The aggressive expansion aims to alleviate current computing capa…
Investors are penalizing tech giants with unclear AI returns while rewarding companies showing proven monetization. Microsoft and Amazon gained over 15% following earnings after demonstrating that ag…
Jim Cramer argues political pushback against data center construction will eliminate speculative builders, reducing soaring resource costs and giving tech hyperscalers like Microsoft, Amazon, and Alp…
Crossroads Capital's Q2 letter highlights AI infrastructure provider Nebius, noting $46B in committed contract value from Microsoft and Meta, alongside a $2B equity stake and priority silicon access …
Investors are rotating from AI hardware into beaten-down enterprise software stocks including Microsoft, ServiceNow, and Salesforce. Strong cloud adoption, expanding AI agent integrations, and potent…
US stocks rallied Thursday, Nasdaq snapping a six-day losing streak on AI optimism and Microsoft's strong cloud growth. Semiconductor stocks surged, while investors await Apple and Amazon earnings; T…
Microsoft shares advanced alongside broader technology gains, bolstered by investor confidence in enterprise cloud infrastructure. The sector shows resilience as investors rotate toward software lead…
AI investment is shifting from hardware to software as global spending on AI applications doubles. Microsoft is well-positioned to capitalize on this migration of value toward cloud and workflow inte…
Microsoft posted strong revenue growth driven by cloud and AI, but stock faces pressure amid valuation concerns and rising costs. Analysts remain bullish, citing durable growth and a compelling buy o…
Google announced a new Michigan AI data center backed by 2.7 GW of clean energy, signaling strong growth in AI infrastructure investment amid rising industry costs and competition.
Germany plans to quadruple its AI data center capacity by 2030, favoring domestic and European investments while accelerating approvals, benefiting major AI infrastructure players like Alphabet (GOOG…
Microsoft is consolidating its Copilot AI teams under one leader to accelerate product development and adoption across commercial and consumer markets.
Microsoft shows strong long-term growth potential driven by its intelligent cloud business supporting AI leaders, despite industry disruption. Oracle’s strong earnings bolster confidence while Adobe …
Microsoft announces a phased U.S. launch of Copilot Health, initially available in English to adults 18+, with plans to expand language and voice options.
Alibaba faces AI-related concerns and weaker profit expectations but shows strong cloud growth, highlighting competition with Amazon, Google, and Microsoft in the cloud space.
Microsoft is negotiating to lease a major Texas data center after Oracle exited the deal, signaling expansion in its cloud infrastructure.
Microsoft reported strong Q2 fiscal 2026 with record cloud revenue growth and AI product expansion but faces risks from rising capital expenditures and supply constraints, prompting a cautious hold r…
Amazon reported record Q4 2025 revenues and strong AWS growth but faces near-term cash flow pressure due to heavy investments and high valuation, suggesting investors hold existing positions and wait…
Tech Mahindra partners with Microsoft to launch an ontology-driven AI platform that accelerates telecom data modernization using Microsoft Fabric and Azure AI, enhancing real-time, governed AI decisi…
Microsoft partners with SpaceX’s Starlink to connect 450 community hubs in Kenya, advancing AI-ready connectivity despite ongoing legal disputes between Microsoft, OpenAI, and Elon Musk.