Stock remains attractive, artificial intelligence demand and cloud growth are key drivers. We are maintaining our fair value estimate for wide-moat Microsoft MSFT at $490 per share after the firm ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
In today's video, I discuss recent updates impacting DeepSeek AI and how it can impact the overall AI market and stocks like ...
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
AI giant OpenAI claims it has evidence DeepSeek used its work to develop its seemingly revolutionary DeepSeek AI models released earlier this month.
Goldman Sachs is forecasting IaaS revenue to grow to $580 billion in 2030. This opportunity has already supercharged Oracle's ...
Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company ...
But today, Freshworks is emphatically both an American company with 70,000 customers worldwide, and a global one. So says President and CEO Dennis Woodside, who took over from co-founder – now ...