Microsoft's strong AI revenue growth and increased cloud demand are offset by infrastructure limitations, impacting market ...

Microsoft is at the forefront of capitalizing on AI products, allowing to shift more enterprises to AI and cloud-based ...

The market is paying particularly close attention to Q4 earnings, given the S&P 500’s lofty valuation. Potential tariffs and ...

Microsoft stock has hit the brakes this year thanks to recent developments in AI. But its massive revenue pipeline points ...

Advanced Micro Devices ( AMD -2.36%) shares fell following its Q4 earnings report as its data center revenue soared but still ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

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Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...