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Microsoft Corporation
95 posts
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
Can Perplexity’s 2028 IPO plan prove AI search has a business model beyond hype?
Perplexity plans a 2028 IPO despite OpenAI and Anthropic. See why AI search must prove its business model before Wall Street.
OpenAI IPO filing puts trillion-dollar AI valuation debate at centre of Wall Street pipeline
OpenAI has filed for a U.S. IPO after Anthropic. See why Wall Street’s AI valuation test may reshape the IPO market.
EU tech sovereignty package targets chips, cloud and AI as Brussels moves to curb foreign dependence
Europe wants AI leadership, but foreign cloud and chip dependence remain the choke point. Brussels’ tech package tests that gap.
IBM (NYSE: IBM) expands IBM Bob to 20,000 institutions as student AI race intensifies
IBM is turning university AI access into a developer ecosystem bet. Read why IBM Bob matters beyond student skilling.
Dell Technologies revives XPS 13 at $699 as Apple MacBook Neo reshapes entry-level premium laptops
Apple made affordable premium laptops dangerous. Dell now answers with a $699 XPS 13. Read how this could reset the Windows PC fight.
Can Workday and Google Cloud make enterprise AI agents useful before the hype runs out?
Workday and Google Cloud are pushing AI agents into HR and finance workflows. The strategic test is whether Gemini can make Workday stickier.
Meta Platforms wants AI wearables at work, but can Reality Labs finally make hardware pay?
Meta wants AI wearables at work, but privacy and Reality Labs losses loom. Read why the pendant plan matters now.
Why OpenAI’s growing legal bench signals the next phase of AI power politics
OpenAI’s Big Law buildout shows AI’s next battle is legal, financial and regulatory. See why lawsuits may shape the sector’s future.
Can SpaceX’s IPO turn Elon Musk’s rocket company into Wall Street’s next AI infrastructure giant?
SpaceX’s IPO filing reveals huge AI spending, losses and Musk control. Find out why Wall Street may value it beyond rockets.