Microsoft shows strong growth in cloud, AI, enterprise software with solid Q1 results, reasonable valuation and dividend ...

CoreWeave's business model is fantastic, but there's one major flaw.

Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models Read more ...

The country of 1.45 billion people is increasingly drawing the attention of AI power brokers as a market and a source of ...

IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ramping up its ...

CoreWeave goes through about $2 billion each quarter on data center capital expenditures (capex), which is huge considering ...

Microsoft shares have gained 11.9% over the past 12 months and 116.9% over five years. Of the analysts covering the stock, 71 ...

House price growth may be slowing but offices and online shopping are driving growth in real estate investment ...

SAP has listened to customers on cloud migration, but it could still be clearer on communicating the 'why', and it should use ...

Adding a foundational piece to its cloud and AI strategies.

We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ ...