Norway's sovereign wealth fund delivered its strongest quarterly performance in six years, driven by its exposure to major technology companies including Nvidia Corp., Apple Inc., and Microsoft Corp.
Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, The Information reported.
Microsoft Corp. announced its fourth data center region in India is up and running as part of a broader $20.5 billion investment in the country to build out cloud and artificial intelligence capabilities.
Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh reacts to Tuesday's SpaceX earnings. He also discusses breaking news from Microsoft disclosures indicating that its AI sales primarily come from OpenAI.
Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company.
Microsoft is taking advantage of its intellectual property rights with OpenAI, encouraging employees to use the company's top model.
Microsoft and Amazon's latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply.
Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.
A volatile month for US equities ended on a higher note Friday, with the S&P 500 Index clocking a 1.1% weekly advance. Much of the comeback can be linked to gains in technology stocks on Thursday and Friday, particularly Microsoft and Amazon.
Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. In speaking about OpenAI and Anthropic, Zitron argues 'everyone is buying into these stocks because they be'
Microsoft Corp. is the latest company to report a sharp drop in its current federal taxes despite growing US revenue, following the enactment of President Donald Trump’s sweeping tax law last year.
Amazon, Microsoft and Google added hundreds of billions of dollars to their market caps. Meanwhile, Apple and Meta saw their market valuations fall.
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