Recently, Microsoft CEO Satya Nadella delivered some insights that may present at least a temporary roadblock for the sector.

Turning to Wall Street, the analysts’ consensus rating for Microsoft is Strong Buy, based on 32 Buy and three Hold ratings ...

Morgan Stanley’s analyst sees Microsoft’s dip as a golden window for the bold. Could this pullback be the setup for another rally?

Quick Read The Gates Foundation Trust sold 65% of its Microsoft (MSFT) stake in Q3, reducing the position from $13.9B to ...

As Nvidia, OpenAI, Google, and Microsoft forge partnerships and deals, the AI industry is looking more like one ...

Spending by hyperscalers like Amazon, Alphabet, Meta and Microsoft is likely to slow significantly by 2027. Read more on what ...

Big Tech Q3 2025 earnings reveal surging AI and cloud growth. Discover how CapEx and energy constraints shape future returns.

NVDA is expected to report earnings after today’s market close, and the mood is tense. Analysts anticipate around $54 billion ...

Firms such as Blue Owl Capital have raised trillions in investing firepower. The artificial-intelligence build-out is a ...

Microsoft delivered an impressive quarterly performance, with cloud revenues surging and artificial intelligence services ...

Microsoft CEO Satya Nadella reveals the real AI bottleneck is "powered shells," not GPUs, following a $35B partnership with Anthropic.