Microsoft posted its results after the market closed on July 29, and the stock shot up 16% the next day. Amazon followed on ...

Amazon has increased its planned capital spending for 2026 to about $220 billion, with CEO Andy Jassy citing higher AI memory ...

The hyperscalers just proved AI infrastructure spending turns into real revenue, but each stock reacted differently, leaving ...

Gavin Baker, portfolio manager at Atreides Management and a closely followed voice on artificial intelligence infrastructure, ...

Microsoft gained 26.1% in just four sessions -- or a mind-numbing $757 billion in market value. That's like creating a company with a value equivalent to Advanced Micro Devices in less than a week, ...

Even as hyperscaler stocks start to play catch-up to the rest of the market, that does not change the reality that the ...

Executives have spent years preparing their organizations to use AI internally. The next challenge is preparing for AI as the ...

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor ...

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key ...

AitM phishing hijacks Microsoft 365 accounts, then uses residential proxies and Microsoft Graph API access to collect payroll ...

JPMorgan's Jamie Dimon projects AI spending will add 1% to GDP, but cautions that all-time high margin debt and hidden ...

If you’re on the lookout for a laptop that lets you go on the internet, can do some work, but needs no extra ribbons and ...