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Microsoft New AI Chip May Create a Fresh Threat to Nvidia

The tender offer values the ChatGPT maker at $852 billion as expectations for an IPO shift further into 2027.

Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

C3.ai burns cash and relies on a handful of customers, while Salesforce generates billions in profit with a fortress balance sheet.

Mizuho Turns to Microsoft as Top Software Bet Despite Growing Rally Concerns

A massive liquidity move could give OpenAI more time

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

OpenAI COO Brad Lightcap, announced that he is departing the artificial intelligence company to "start something new." Lightcap announced his departure in a post on X, sharing the memo he sent to the OpenAI team. "Team, it is bittersweet to...

AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua

Three household names are days away from their ex-dividend dates, and missing the cutoff by even one session means that specific cash payment goes to someone else. The clock is running on MSFT, AMGN, and MAR.

Microsoft's next silicon push could create an unexpected beneficiary

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.

The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.

SpaceX's earnings beat, easing rate-hike odds and strong tech results point to a backdrop that could support further market gains.

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

Taiwan Semiconductor and Broadcom are expecting strong growth.

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."

Investing.com -- Mizuho TMT specialist Jordan Klein is making Microsoft his top software long into year-end, citing the potential for Azure to surpass 50% growth as additional capacity comes online.

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

The bulls are back in control of Microsoft stock.

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

Microsoft just posted a quarter that sent the stock surging more than 30% in a month, but a blowout earnings report and a great business are not the same thing as a great entry point right now.