Microsoft continues to report improved cloud/ AI monetization as more users expand their seats. Read why we are upgrading MSFT stock to a Strong Buy.

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Artificial intelligence bulls in Europe are dusting off a 160-year-old economic theory to explain why the boom in the ...

This could be a great opportunity for investors to buy Nvidia stock on the dip. DeepSeek, a Chinese artificial intelligence (AI) company that develops large language models (LLMs), turned the world of ...

Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...

Strategic alliances with companies like Palantir Technologies (PLTR) have expanded Azure's capabilities, particularly in delivering AI-based data analytics products to U.S. defense and intelligence ...

Microsoft has initiated performance-based job cuts, resulting in immediate termination of affected employees without severance pay.

DeepSeek’s sudden emergence onto the U.S. tech scene this week roiled markets and provided plenty of fodder for earnings ...

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...

Headed up by Trump pal Larry Ellison, TikTok has an existing partnership with Oracle. The cloud company already hosts ...

Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at least not yet.

American tech giants believe they just need more computers to build better AI – but China's DeepSeek has other ideas ...