Microsoft (MSFT) stock is pressured by AI CapEx margin doubts—not demand. Learn key signals in Azure/cloud COGS vs. revenue ...

Anthropic data center lease with TeraWulf locks in approximately $19 billion in contracted revenue over 20 years at the ...

Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...

A Microsoft data center technician in Italy resigned on his final day, emailing thousands of colleagues across Europe to ...

Microsoft presents a compelling dip-buying opportunity as current prices sit significantly below recent highs despite robust ...

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...

Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s ...

Stifel has lowered it price target on Microsoft stock to $400. Analyst Brad Reback explained why in a research note today.

If you're a smart investor, you've likely been paying attention to the recent sell-off in artificial intelligence (AI) stocks. Wall Street appears to have gotten spooked by the massive amounts that ...

Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and ...

The hyperscalers are just beginning to figure out the consequences of the AI arms race, and now everyone seems to be against ...

Microsoft stock has dropped over 20% in 2026 despite strong business growth.Azure cloud revenue grew 31%, proving demand remains very strong.Ana ...