The Hyperscalers Are Hyperspending
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
Microsoft's Breakout Is Nearly Here - Performance Metrics/Bullish Support Remain Robust
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.
Europe's AI bulls pin hopes on 'Jevons Paradox' after DeepSeek rout
Artificial intelligence bulls in Europe are dusting off a 160-year-old economic theory to explain why the boom in the ...
Microsoft CFO urges employees to "focus" amid recent AI developments like OpenAI's $500 billion Stargate project — but Satya Nadella says DeepSeek is good f…
Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...
The Ultimate Artificial Intelligence (AI) Stocks to Buy in 2025
With this premise in mind, I propose that the best artificial intelligence (AI) stocks to buy in 2025 will be among those ...
Why Microsoft's investment in AI should start to pay off in 2025
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 ...