Software stocks dived Thursday but the key indexes rallied back above key levels, with Google and Nvidia in buy areas. Apple and Sandisk rose late on earnings.

This asset management firm targets long-term growth by investing in U.S. companies with strong management and reinvestment potential.

As investors sold shares of Microsoft on Thursday, the $3.22 trillion company dragged down the software complex and the S&P ...

Testing it – we need to examine and wait for further evidence to confirm its health. Below it – I yield to that the old adage ...

OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart ...

T hroughout its 115-year life IBM has shown itself to be a master of reinvention. In the mid-1990s the mainframe pioneer ...

Microsoft analysis: strong revenue growth, OpenAI-driven RPO surge, and bullish Wave 5 targets ($555–$606). Click for more on ...

Big Tech earnings so far this week have sent a clear ​warning: investors are willing to overlook soaring spending on artificial intelligence if it fuels strong growth, but are quick to punish ...

The Federal Reserve meeting yesterday – and the decision to leave rates ‌unchanged – did nothing to disturb the existing ...

Expanding the Tahoe Platform with Embedded Intelligence Tahoe v6.1 extends the SplashBI platform with new embedded capabilities powered by SplashAI. Rather than introducing standalone AI tools, ...

Who knew building AI ‌would cost so much. Results from Microsoft and Meta showed truly nose-bleeding amounts being spent ​on capex, with the former splashing out almost $38 billion in the quarter, up ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on ...