Microsoft is the second-largest company by market cap, behind Nvidia. The cloud computing leader is well positioned to be the ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily ...

Wall Street expects about $73.9 billion in revenue by Microsoft for the latest quarter, according to multiple reports by ...

While fans may naturally look towards CES 2026 for any new Nvidia GPU announcements, we may be getting a launch later in 2025 ...

Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.

Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at ...

Major stock indexes edged higher Monday to kick off what will be an extraordinarily busy week of news for financial markets.

OpenAI and Oracle have announced they will develop an additional 4.5 gigawatts of data center capacity, expanding their ...

Corporate Counsel, in partnership with ALM Intelligence, on Monday released its 2025 General Counsel Report, an exclusive ...

Google CEO Sundar Pichai said he is “very excited” about supplying OpenAI — Google’s biggest AI competitor — with cloud ...

Nuclear power is having its moment again. After decades in the wilderness, small modular reactors (SMRs) are emerging as a potentially transformative technology, backed by close to $1 billion in new U ...

Despite hitting the $500 mark, Microsoft remains a strong buy in my book. While critics argue it’s “too expensive” or “priced for perfection,” the company’s bold $80 billion investment in AI alongside ...