Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap ...

Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a ...

New plans for Azure could leave less room for Nvidia.

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to ...

Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock ...

Buyers are paying for growth, and Microsoft (MSFT) is delivering it. The stock returned 37.2% between July 17 and October 15, 2026, against 4.1% for the S&P 500. Revenue climbed 17.7% in fiscal Q4 ...

Microsoft shares fell nearly 2% as concerns over inflation, AI infrastructure spending and the company's premium valuation outweighed recent analyst optimism about Azure and enterprise AI demand.

The CMA’s proposed Microsoft designation puts Copilot bundling, interoperability and enterprise switching costs under a new ...

Every AWS bill hides a choice most engineers never actually make on purpose: whether to pay full price for compute or not.

Japan is a very convenient country.With just one smartphone, you canbuy products.order meals.watch videos.listen to ...

A startup called North Cloud Holdings Inc. says it’s going to help companies prevent the costs of cloud computing and ...