Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase ...

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

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

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

By examining its holdings, investors can gain insight into what one of the world's brightest minds considers top stock picks, and they've identified an AI stock that has been a stellar performer in ...

The last division, Intelligent Cloud, is the primary reason most investors are excited about Microsoft. This includes all of ...

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

Alphabet (GOOGL) reported a solid Q2 2025 performance with $81.7 billion in revenue and $13.6 billion from Google Cloud, both ...

Microsoft CEO Satya Nadella’s memo strikes a delicate balance, acknowledging the human cost of change while steering ...

Ben Reitzes, Melius Research managing director, said in a recent program on CNBC that SaaS companies are under threat amid ...

The comment came shortly after analysts peppered Pichai and other Google executives with questions about how AI would affect ...

More tech workers feel the pain as Microsoft pivots. Suddenly, the world's most valuable company is going on without them.