Microsoft said to expect 31 percent to 32 percent growth ignoring foreign exchange, implying more than 19 percent growth in non-AI Azure, Bernstein said. The Wall Street consensus was for 32 percent ...

Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...

Week’s roundup of quarterly reports includes Valero Energy Corp. and Cullen/Frost Bankers Inc. and companies of local ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

China outmanoeuvred the US with the launch of DeepSeek. But the US’s biggest tech companies are fighting back in the AI race.

This shift is illustrated by the explosive growth in the company’s AI business, now boasting an annual revenue run rate ...

Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.

The Finance Ghost explains how the tech conglomerate's resilience, AI strategy, and long-term growth potential make it his ...

Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.

OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full ...

Asia markets are mostly higher following gains on Wall Street driven by Tesla, IBM and Meta Platforms after strong profit ...

While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence ...