With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

AI, compound interest—and friends in high places—have made these companies billionaire factories. In January 2025, as it was ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...

Microsoft (NASDAQ:MSFT) and Salesforce are heading into 2026 with strong backing from Evercore, which says investors are not ready to wal ...

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

That's because the AI data center provider anticipates $3.4 billion in annual recurring revenue (ARR) by the end of 2026. All ...

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Loomis Sayles, an investment management company, released its “Small Cap Value Fund” third-quarter 2025 investor letter. A ...

Artificial intelligence stocks have been fueling the current bull market.

The never-ending saga now adds Microsoft’s Copilot and LG’s webOS TVs. The TV maker recently rolled out Copilot to users’ TVs, in a way that it was impossible to disable or uninstall the AI. First, LG ...

A new outlook from Wedbush (IVES) projects tech stocks will rise more than 20% in 2026. The report, led by Dan Ives, suggests ...