Microsoft Corporation (NASDAQ:MSFT) could be getting a real Azure growth tailwind as its Fairwater AI data centers come online, according to a new note from UBS. UBS analyst Karl Keirstead said recent ...

The two tech giants remain the most balanced plays in the booming AI market.

UBS reduced its price target to $600 from $650 and kept a ‘Buy’ rating. ・The firm highlighted progress in the company’s build ...

Microsoft on Tuesday revealed new custom chips aimed at powering workloads on its Azure cloud and bolstering security, particularly a new hardware accelerator that can manage data processing, ...

Microsoft will pause Azure Monitor legacy agent data uploads for 12 hours on January 26, 2026, as a final test before shutdown.

The Maia 200 AI chip is described as an inference powerhouse — meaning it could lead AI models to apply their knowledge to ...

Microsoft has begun to realize the backlash to its AI infrastructure push is serious enough to create an entire "Community ...

In a strategic move to reduce time-consuming manual data preparation, Microsoft has acquired Seattle-based startup Osmos, ...

Oracle Corp. and Microsoft Corp. are expanding their four-year-old cloud relationship with a deal that will colocate Oracle’s Exadata database-optimized server and Real Application Clusters in ...

Microsoft Corporation faces near-term AI ROI and margin risks amid rising capex, supply bottlenecks, and competition. Click ...

Many businesses are grappling with how to use artificial intelligence securely. There are major concerns regarding sensitive ...