We are upgrading to Microsoft (MSFT) stock 'Buy' on as cloud, AI demand, margin expansion, and reduced Capex fuel growth. Read an analysis here.

Oracle’s CTO Larry Ellison has claimed that the company will build “more cloud infrastructure data centers than all of our ...

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The company’s approach to virtual agents involves a flexible “bring your own language model” (BYOLM) strategy through ...

Multinational technology magnate Oracle is storming the AI frontier, riding a massive wave of demand for its cutting-edge cloud infrastructure and AI-powered solutions. From block ...

This week has been marked by Microsoft's Build conference, which saw the tech giant unveil its vision for AI agents, followed ...

CoreWeave’s early pivot to AI cloud and aggressive GPU acquisition created a supply moat. Click here to read why CRWV stock ...

CoreWeave, Inc. CRWV stock has gained 136.6% in the past month and closed last session at $149.70, jumping more than ...

Oracle stock rocketed higher after setting bold growth targets, which the company said reflects its AI backlog.

OpenAI has inked a deal with Google to begin using the latter's cloud computing service. This is another move by OpenAI to ...

Relationships between AI giants begin to shuffle as OpenAI is no longer locked into a deal with Microsoft Azure for cloud ...