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 ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

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 ...

Feb 4 (Reuters) - Cognizant Technology forecast annual revenue above Wall Street estimates on Wednesday, betting on strong ...

The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...

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

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

In the rapidly evolving tech landscape, Microsoft Corporation (MSFT) stands out as a powerhouse, particularly with its recent advancements in AI and cloud technology. This article delves into the ...