During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...
Salesforce CEO Marc Benioff called out Microsoft and other tech giants for spending hundreds of billions on AI without ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...
“Investor sentiment might even improve” after Microsoft’s earnings call if Microsoft pins its Stargate and OpenAI decisions on being more disciplined with capital spending, UBS analyst Karl ...
NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...
Microsoft stock is rated a Buy due to it being a wonderful company at a fair price. Steady EPS growth, driven by AI and cloud ...
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 ...
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