Browsing Tag
Microsoft
298 posts
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.
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
The quiet grid battle behind NextEra Energy’s reported $400bn Dominion Energy move
AI needs power faster than grids can expand. A NextEra-Dominion deal could turn Virginia’s data-center corridor into utility M&A’s new prize.
IBM targets enterprise AI production gap with new Red Hat managed services
AI pilots are easy. Production inferencing is messy. IBM’s Red Hat cloud push targets the enterprise gap rivals also want.
Appen (ASX: APX) stock up 5.4% as AI data services rebound and China generative AI accelerates
Appen (ASX: APX) lost Google in 2024 and lost 90% of its value. China generative AI is now driving a 67% revenue surge. The recovery thesis is back on the table.