Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...

The Chinese app has already hit the chipmaker giant Nvidia’s share price, but its true potential could upend the whole AI ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.

One Analyst Firm Just Ranked Nvidia and Alphabet as Its Top 2 "Magnificent Seven" Stocks for 2025. Are Both Stocks Buys?

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...

With OpenAI being surpassed by DeepSeek’s cheaper and more powerful LLM, is now the time for investors to consider buying AI stocks?

A big success story for software giant Microsoft (NASDAQ: MSFT) over the past decade has been Office 365, now called ...

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...

In an unexpected market shift, NVIDIA Corporation witnessed a dramatic 17% plunge in its stock price on Monday, marking an ...

Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a ...

I am going to focus on three companies within Big Tech: Microsoft, Meta Platforms, and Alphabet. Microsoft’s gross PP&E increased from $22 Billion in FY’2013 to $212 Billion in FY’2024.