The daily routine of an IT professional remains largely reactive. A lot of time and budget is spent responding to tickets, limiting the time that we spend creating systems that drive growth and ...
Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.
Microsoft is well-positioned for AI-driven growth, with Azure and cloud services seeing 40% YoY expansion and a $625 billion commercial backlog. Learn more about MSFT stock here.
Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read more on MSFT stock here.
Cloud cost consultant Duckbill, known for co-founder Corey Quinn's sharp takes on AWS, raises $7.75M and launches Skyway, a ...
A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...
Anthropic’s Claude Opus 4.6 arrives in Microsoft Foundry and GitHub Copilot, bringing advanced reasoning, agentic coding, and a 1M-token context window.
Providing a diverse range of perspectives from bullish to bearish, 25 analysts have published ratings on Microsoft (NASDAQ:MSFT) in the last three months. The table below summarizes their recent ...
The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt ...
Microsoft reported on cloud, AI and security growth on its Q2 earnings report, setting itself and the channel up for ...
Cloud storage pricing explained in plain terms, from consumer plans to enterprise fees, hidden costs, lifetime deals, and ...