Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...

Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a ...

Chinese AI startup DeepSeek has shaken up the tech industry with its new chatbot, Deepseek R1, which claims to match or ...

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors ...

Elon Musk said there is a path for Tesla to become worth more than the next five most valuable companies combined. That’s ...

BMO will be the first issuer to offer Japanese CDRs, though the bank is planning a rapid expansion of its own lineup ...

Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.

The conventional wisdom in AI has long been that cutting-edge performance comes with a cutting-edge price tag. DeepSeek is ...

Meta enjoyed a record Q4, with Microsoft also reporting strong results – although missing analyst expectations.