Microsoft is dependent on OpenAI and struggling to sell its own AI-powered products.

Microsoft Teams is rolling out new AI-powered Copilot features in 2026, including interactive meeting agents, smarter recaps, ...

Big Tech firms like Amazon, Alphabet, and Microsoft are sharply increasing AI-related CapEx, triggering a market selloff.

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...

Microsoft shares fall: what’s driving negative investor sentiment around MSFT stock? On January 29, 2026, Microsoft ($MSFT$) ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Tyson Group has been named to the 2026 Training Industry Top 20 Sales Training and Enablement Companies list, a prestigious ...

Hyperscaler leverages a two-tier Ethernet-based topology, custom AI Transport Layer & software tools to deliver a tightly integrated, low-latency platform ...

We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares. In this ...

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...