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The partnership combines cloud infrastructure, AI models and new computing capacity across Europe.
CEG's 55-GW diversified fleet and planned capacity additions position it to meet rising clean power and data center demand.
AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.
Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.
CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.
Microsoft (MSFT) is back in focus after confirming it will present at AGI Summit SF 2026 on July 18, a high profile forum on artificial general intelligence that could influence how investors frame its AI ambitions. See our latest analysis for Microsoft. That AGI Summit appearance comes as Microsoft’s share price has recently rebounded, with a 1-day share price return of 2.15% and 30-day share price return of 6.03%, although the year-to-date share price return is down 14.94% and the 1-year...
Meta Platforms said on Tuesday it is adding the Xbox Game Pass starter edition to its Meta Horizon+ subscription service, expanding its gaming offering on Quest virtual reality headsets. The move deepens Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 virtual reality games available through the service.
3M (MMM) stock is jumping on Tuesday after the manufacturer raised its full-year guidance. This comes amid 3M's turnaround plan, where the company has turned its attention toward simultaneously simplifying operations and boosting innovations. CFRA Research analyst Jonathan Sakraida highlights what this could all mean for the company, especially as it transitions into gaining more exposure to AI data centers.
In recent days, Chevron has been in focus as U.S.-Iran tensions pushed Brent crude above US$90 a barrel, while analysts highlighted the potential for stronger near-term earnings and gas price increases amid ongoing military strikes and supply concerns. At the same time, Chevron has been testing new energy-adjacent avenues such as powering Microsoft’s West Texas AI data center with natural gas turbines and exploring major Iraqi oilfield and export projects that could diversify its operational...
Microsoft on Tuesday sought to reassure European users with a "multi-billion-dollar" deal to rent AI infrastructure from Mistral, hoisting the French developer into the lucrative business of renting compute capacity.Mistral told AFP that the tie-up "gives us greater visibility to speed up the financing and development of Mistral Compute", its cloud and AI infrastructure business.
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.
IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.
AMZN's AI cloud push, lower valuation and stronger share performance give it a modest edge over MSFT as both ramp up AI investments.
After a punishing slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.
By Exec Edge Editorial Staff Inside enterprises actually deploying AI at scale, a different answer is emerging. The companies seeing the strongest results are not removing humans from the process. They are redesigning how humans and AI work together. That shift is becoming one of the defining trends in enterprise communications and customer engagement. According […] The post Why the Future of AI Customer Engagement Still Depends on Humans appeared first on ExecEdge.
The agreement gives Microsoft access to thousands of NVIDIA Vera Rubin GPUs while extending Mistral models into cloud, local and disconnected enterprise deployments.
3M led the Dow Jones Industrial Average early Tuesday as the Post-it notes maker posted better-than-expected Q2 results and raised its full-year outlook. MMM stock cleared an early entry buy point. The industrial conglomerate has been shedding noncore assets and leveraging AI to accelerate product launches.
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.
3M stock jumped on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.
The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio
Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.
Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...
Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI).
Microsoft has agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also expand distribution of the French AI startup's technology through the U.S. cloud and software giant, the companies said on Tuesday. As part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microsoft more capacity in Europe and regulated industries an alternative to U.S.-controlled infrastructure. Mistral, meanwhile, has added its AI models called Medium 3.5 and OCR 4 to Microsoft's app builder known as Foundry.