Nebius Group N.V. aims to differentiate through benchmark-validated, regionally deployed AI infrastructure. Click here to ...

Microsoft’s next AI catalyst may be hiding in plain sight.

Last September, Nvidia (NASDAQ:NVDA) and OpenAI lit up the AI world with the announcement of a letter of intent for a ...

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...

Today, Jan. 29, 2026, investors are weighing slowing cloud momentum against surging AI infrastructure spend at a software giant.

Security teams often spend days manually turning long incident reports and threat writeups into actionable detections by ...

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big ...

The October jobs report has been canceled. The November one will come out too late for the Fed.

Microsoft (NASDAQ:MSFT) executives used the company’s fiscal 2026 second-quarter earnings call to highlight accelerating ...

Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure ...

That number matters because it reframes "cloud" from a tech category into an asset-heavy growth market. When the spending base is that large, small shifts in demand translate into tens of billions of ...