Our fair value estimate for Monday is $332 per share. This implies a fiscal 2025 adjusted price/earnings ratio of 94 times and a fiscal 2025 enterprise value/sales of 13. Our discounted cash flow ...

The company is also seeing a slowdown in its Azure cloud services business, triggered by capacity constraints. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day.

Alludo brand Parallels launches a new partner program amid competition with Citrix, VMware, Omnissa in VDI, DaaS, ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

For organizations ready to embrace the future, building the right infrastructure is the first step toward achieving ...

MSI has refreshed the Prestige 16 AI Evo with the latest Intel Core Ultra 200H series processors, offering over 15 hours of ...

Several DeepSeek employees honed their skills at Microsoft’s controversial artificial intelligence research labs in China ...

"It's using known techniques, actually many of the techniques we invented at Google and at DeepMind," Demis Hassabis said on ...

Jevons Paradox has found a new audience with AI evangelists.

Meanwhile, the company expects the launch of its new Gemini 2.0 AI model to help drive growth as it moves closer to being a ...

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

The post contains 50 new customer stories, which appear at the beginning of each section of customer lists. The post will be ...