Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
The Chinese app has already hit the chipmaker giant Nvidia’s share price, but its true potential could upend the whole AI ...
Apple shares rose 2% on Friday after a rosy forecast fuelled hopes of an iPhone sales rebound, even as a lack of AI features weigh on demand.
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.
One Analyst Firm Just Ranked Nvidia and Alphabet as Its Top 2 "Magnificent Seven" Stocks for 2025. Are Both Stocks Buys?
Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...
With OpenAI being surpassed by DeepSeek’s cheaper and more powerful LLM, is now the time for investors to consider buying AI stocks?
In an unexpected market shift, NVIDIA Corporation witnessed a dramatic 17% plunge in its stock price on Monday, marking an ...
Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a ...
I am going to focus on three companies within Big Tech: Microsoft, Meta Platforms, and Alphabet. Microsoft’s gross PP&E increased from $22 Billion in FY’2013 to $212 Billion in FY’2024.
Chicago, IL – January 27, 2025 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s ...