As the world’s leading platform providers and champions for advancing AI globally, NVIDIA and Microsoft continue to deliver ...

Microsoft remains a top investment pick with strong AI, cloud growth, and robust profitability. Click here to read my latest ...

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with ...

Microsoft (NASDAQ:MSFT) Azure has deployed its first large-scale cluster of Nvidia's (NASDAQ:NVDA) GB300 NVL72 systems, which feature more than 4,600 Blackwell Ultra GPUs connected with the ...

Microsoft and Google's parent company both beat Wall Street's Q1 expectations. Their CEOs say that's thanks to AI.

OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Palantir Technologies has been one of the best-performing artificial intelligence (AI) stocks in recent years. Shares have ...

Microsoft Corporation faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly converge. Google's recent breakthroughs with Gemini 3 and Ironwood ...

Certain Wall Street analysts are forecasting significant gains for Nvidia and Microsoft shareholders in the next 12 months. Nvidia is the market leader in data center accelerators, but its full-stack ...