Companies today allocate significant resources to various aspects of software infrastructure, including servers and data centers for secure data storage and processing, cloud migration and management ...
The results echoed the slowdown at Microsoft and Alphabet-owned Google, and highlighted how U.S. cloud-computing giants were ...
The company's massive investment in artificial intelligence (AI) infrastructure came under scrutiny following Chinese ...
Amazon (AMZN) stock is in focus after the company reported quarterly results and released weaker-than-expected first quarter ...
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
Microsoft's total revenue rose by 12% year over year to $69.6 billion, with earnings per share (EPS) rising 10% to $3.23. The ...
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health ...
The value of Microsoft has plunged A$321bn in market value over the weekend, with the Companies new Copilot offering now ...
Regarding infrastructure, Weil pointed to OpenAI’s $500 billion Stargate initiative, which is aimed at expanding U.S. energy ...
Microsoft 2Q 2025 earnings featured CEO Satya Nadella and CFO Amy Hood talking about AI, GenAI, Copilot, DeepSeek, CapEx, ...