Browsing Tag
Microsoft
313 posts
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Salesforce’s Fin acquisition sharpens AI-agent push as CRM trades near 52-week low
Find out how Salesforce’s $3.6bn Fin acquisition could reshape Agentforce, CRM stock sentiment and AI customer-service automation.
CrowdStrike report puts China-linked AI espionage risk at centre of CRWD growth story
Find out how CrowdStrike’s China cyber warning could reshape AI security demand, CRWD sentiment and enterprise defence budgets.
Microsoft expands Australia digital resilience push after A$25bn AI infrastructure pledge
Find out how Microsoft’s Australia AI and cyber pact could reshape cloud infrastructure, national resilience and MSFT sentiment.
Can UiPath stock recover as agentic automation revenue growth rebuilds the PATH story?
Find out how UiPath’s agentic automation push, fiscal 2027 results and PATH stock reset could reshape enterprise AI investing.
Majorana 2 and Microsoft Discovery push the MSFT quantum roadmap to 2029
Majorana 2 halves Microsoft's quantum timeline to 2029. So why is MSFT stuck 20% below its high while AI capex fears, not qubits, set the price?
Palo Alto Networks (PANW) tops Q3 estimates as AI security demand accelerates
Palo Alto Networks beat and raised as AI drives cybersecurity demand, with Next-Gen Security ARR up 60% to $8.1B. But the stock faded after a 64% year-to-date run.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Dev Information Technology FY26 results: Why the Rs 93.55cr exceptional gain matters for DEVIT investors
Dev Information Technology FY26 profit surged, but DEVIT’s operating margins tell a deeper story. Find out what investors should watch next!
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.