Wall Street analysts also project 42% revenue growth during fiscal 2028 (ending January 2028), indicating huge growth again ...
Most of us are either on vacation or have just been on one or are about to take a few days off. During these first two weeks of the earnings season, if you counted how many times the word "agentic" ...
MSFT surged 15% post-earnings while GOOGL slipped, after both doubled capex and GOOGL posted its first-ever negative free cash flow quarter. Alphabet's full-stack TPU-to-Gemini approach cuts Nvidia ...
Wall Street got back to its winning ways last week after navigating a hawkish Federal Reserve meeting, volatile swings in chip stocks, and a critical round of Big Tech earnings. The Dow Jones ...
NVIDIA is the de facto clearinghouse for AI compute, and every hyperscaler CapEx dollar, accelerator roadmap and foundry ...
Microsoft delivered record Q4 results, with Azure revenue up 43%, alleviating concerns over elevated AI-driven capital spending. Learn why MSFT stock is a buy.
Amazon, Microsoft, and Alphabet all saw accelerating sales growth in their cloud businesses. However, Alphabet's cloud ...
If You'd Invested $10,000 in Microsoft the Day Satya Nadella Became CEO, Here's What You'd Have Now.
But one historic Thursday is a strange way to measure this company. To me, the better measurement starts on Feb. 4, 2014, the day Satya Nadella took over as CEO. So, after a week like this one, what ...
Optimizing the memory footprint is the next big goal for Windows. Let's hope Microsoft delivers on the promise.
Microsoft added nearly $450 billion in market value on Thursday, the largest one-day gain on record for a company.
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