By examining its holdings, investors can gain insight into what one of the world's brightest minds considers top stock picks, ...

Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the ...

Microsoft offers a 16% upside with strong AI/cloud growth, Copilot's potential, and enterprise AI adoption. Click here to ...

Strong demand for its cloud and artificial intelligence (AI) offerings could help Microsoft deliver solid growth in Q4.

Microsoft is sourcing a lot of its growth from its cloud business. Microsoft Azure facilitates some of the leading artificial ...

Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming ...

Microsoft's dominant cloud position and aggressive AI investments provide a durable competitive moat. Click here to find out ...

The sustaining growth of the company’s AI revenue and cloud platform Azure are not fully priced into the stock, Oppenheimer analysts said.

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

Some pundits are underplaying the big picture when it comes to shares of Alphabet.