Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...
Microsoft had strong quarterly results, yet high CapEx on short-lived assets and OpenAI risks temper optimism. Read why I ...
Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
Microsoft’s latest numbers make one thing clear: artificial intelligence is no side project, it is the organizing principle ...
Microsoft reported on cloud, AI and security growth on its Q2 earnings report, setting itself and the channel up for ...
Physical AI marks a transition from robots as programmed tools to robots as adaptable collaborators. That transition will unfold over years rather than months, but the foundation models emerging from ...
Enterprises are keen to invest in network automation, SASE, and Wi-Fi 7, and they need networking pros with skills that span ...
Shares of technology giant Microsoft (NASDAQ:MSFT) fell 11.8% in the afternoon session after the company reported mixed fourth quarter earnings: Business Services and Intelligent Cloud revenue beat, ...
These stocks have grown at an average annual rate of around 24% to 25% over the past decade, with plenty of room to keep growing.
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) Q4 2025 Earnings Call Transcript February 4, 2026 Cognizant ...
The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the ...