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The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
Microsoft is one of the highest-quality large software and cloud players, but the share price accounts for that. Read why I'm ...
Global investment group Cohen & Steers is backing utilities as a safe haven from Trump’s trade war and amid an uptick in ...
In recent years, the rapid advancement of artificial intelligence (AI) has transformed industries worldwide, from healthcare to finance, automation, and ...
There was a time when investors disapproved tech companies spending on AI, but this quarter showed a different story. Tech ...
Microsoft has become the utility company of AI, with $30 billion+ quarterly capex and AI-integrated cloud services. Holding ...
Recent Q2 earnings reports have brought unexpected good news for both Meta (META) and Microsoft (MSFT). The ...
Microsoft just became the second company in the world to amass $4 trillion in market capitalization, thanks to its AI businesses.
If you read the typical 2025 mass layoff notice from a tech industry CEO, you might think that artificial intelligence cost ...
Apple CEO Tim Cook announced the company is prepared to boost spending on artificial intelligence, signaling a potential ...
Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.
Big Tech firms announced increased spending on AI data centers and growing revenues from AI in their earnings reports this ...