Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm ...

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) Q4 2025 Earnings Call Transcript February 4, 2026 Cognizant ...

AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.

Microsoft has introduced its in house Maia 200 AI chip as part of a wider push into custom AI infrastructure. The company is ...

Global IT spending will grow 10.8% to reach $6.15 trillion in 2026, Gartner said in its latest forecast, with AI ...

By Deborah Mary Sophia and Kenrick Cai Feb 4 (Reuters) - Alphabet said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google ...

Advanced Micro Devices beats Q4 estimates with 34% revenue growth led by Data Center strength, but shares dip about 7.6% ...

Alphabet said Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ...

Key cyber updates on ransomware, cloud intrusions, phishing, botnets, supply-chain risks, and nation-state threat activity.

Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...

Alphabet said capital spending could reach up to $185 billion this year as it accelerates AI investments, with strong cloud growth supporting results.

The big cloud companies are expected to collectively shell out more than US$500 billion on AI this year. Read more at straitstimes.com. Read more at straitstimes.com.