Anyscale Inc., creator of the open-source distributed computing platform Ray, today announced a new partnership with Microsoft Corp. and the private preview of a new artificial intelligence-native ...

When most investors think AI stocks, one name dominates the conversation: Nvidia. But big market moves don’t always come from ...

Artificial intelligence is no longer a niche technology reserved for research labs. It is rapidly becoming the backbone of ...

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Microsoft Corp. (NYSE: MSFT) could be setting up for another long run of growth that echoes its strongest eras, even as investors remain uneasy about AI spending and cloud visibility. In a note shared ...

Microsoft Corporation faces intensifying competition from Alphabet/Google, as both companies' AI and cloud strategies increasingly converge. Google's recent breakthroughs with Gemini 3 and Ironwood ...

While Microsoft Corporation's long-term AI-driven growth opportunity remains intact, it faces rising execution risks in the near term, as its capital-intensive investment cycle has yet to translate ...

Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.

The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.