Microsoft's AI capex is compressing near-term FCF, but bookings and RPO signal durable demand; debate centers on ROIC. Click ...

Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...

Microsoft’s (NASDAQ:MSFT) stock had a really strong run through most of 2025, fueled by the company’s all-in bet on ...

This week, Microsoft stock (NASDAQ:MSFT) received a rare downgrade on Wall Street. Stifel analyst Brad Reback cut the rating ...

It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The plugins were markdown files on GitHub. They covered legal document review, ...

Artificial intelligence startup Fundamental Technologies Inc. launched today with $255 million in initial funding from a group of prominent investors. The company raised the bulk of the capital ...

Exxon Mobil outlook: resilient earnings, Guyana growth, strong free cash flow, and attractive valuation despite a 20% rally. Click for more on XOM stock.

Microsoft reported on cloud, AI and security growth on its Q2 earnings report, setting itself and the channel up for ...

Robotics company Boston Dynamics has struck a partnership with Google’s AI research lab to speed up the development of its next-generation humanoid robot Atlas — and make it act more human around ...

The company said Friday Deep most recently served as executive VP of global operations at General Dynamics, a role he took on in June. His previous roles at the company include EVP of combat systems ...