Microsoft Corporation's AI spending drive growth, but rising costs impact margins and cash flow. Click for why we await proof ...

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No one wants to buy its “shoddy” tech products. The article argues that Microsoft’s AI strategy – driven heavily by CEO Satya ...

Even in the age of AI, electric cars, and quantum computing, Charles Dow’s century-old wisdom – Dow Theory – is worth keeping ...

Without cooling, data centres fall over. In November, a cooling system failure at a data centre in the US sent financial ...

I've covered Microsoft for decades, but even I was confused by the different versions of its AI. At Ignite, I asked execs to ...

Microsoft stock still looks cheap here. One way to play it is to Short cash-secured MSFT puts that expire in one month. That ...

AI-related capital expenditures could reach $5 trillion, led by high-grade technology issuers. Read more here.

Las Vegas may seem obvious, but is it still a good option? And are owners willing to split the financial pie even more?

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

One such technology is Model Context Protocols (MCPs), which are enabling us to connect systems and applications in ways that ...