Microsoft's fiscal Q4 results promise strong performance with an estimated 13.88% revenue growth from AI investments and ...

The strong growth in investing in the technology infrastructure to support generative AI has been a focus the past year and ...

Key Points E-commerce accounted for more than 80% of Amazon's revenue in the first quarter of 2025.Its foreseeable growth will heavily rely on its cloud platform, Amazon Web Services.The company has ...

Alphabet's undervaluation, strong fundamentals and growth in Google Cloud and AI offer long-term upside. Read here for more ...

Though Google Cloud is dominating headlines for its surprising outperformance, Alphabet’s core ad business remains robust.

The AI Capex race is real, and it is changing how Big Tech is valued. Alphabet, Microsoft, and Amazon are spending heavily, not because they can afford to, but because they must. Nvidia’s $4 ...

In a recent move, Paytm announced a partnership with Perplexity AI to bring AI-powered search to its app. The integration is ...

Despite hitting the $500 mark, Microsoft remains a strong buy in my book. While critics argue it’s “too expensive” or “priced for perfection,” the company’s bold $80 billion investment in AI alongside ...

But by putting CVC sporting assets into a £9bn group, the private equity firm’s interests can be leveraged to borrow cash. The idea is that a large, diversified group is less risky than any individual ...

CoreWeave is well-positioned to gain from the AI infrastructure boom. In the last earnings call, management highlighted that ...

Google has announced a staggering $85 billion investment in AI for 2025, with a primary focus on expanding data centers and ...

The deal is seen as a victory for Google Cloud, which ranks at No. 3 in the industry, behind rivals Amazon Web Services and ...