AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...

Azure CTO Mark Russinovich’s annual “Inside Azure Innovations” presentations give us a look at cooling innovations, bare-metal servers, and better storage. As 2025 comes to an end, it seems fitting to ...

Earlier this year, we initiated a new position in HA Sustainable Infrastructure Capital (HASI) as part of our Core Portfolio. We saw it as an underappreciated beneficiary of the AI revolution, ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

India stands at a pivotal moment in its AI journey, one defined by impact at scale, determined to lead. As technology becomes a catalyst for inclusive growth and economic transformation, the country ...

Discover how Amazon.com, Inc. Trainium AI accelerators are driving AWS cloud growth and stock upside. Click for why Trainium is a key catalyst for AMZN’s future.

China's military drills around Taiwan entered their second day on Tuesday, the sixth major maneuvers Beijing has held near ...

We didn’t just track DX headlines in 2025 — we traveled to get the context behind them. Here’s what stood up to reality.

If you had a reputation for being a know-it-all as a kid, you’re likely now the person with a trusted list of trivia questions and answers on file. Not only that, but you probably love sentences that ...

Satya Nadella has stopped hinting and started drawing lines. Inside Microsoft, he is telling senior leaders that artificial intelligence is no longer a side bet or a research project, it is the ...

1. Would you rather be able to fly or be able to breathe underwater? 2. Would you rather your crush be able to read your mind or have access to your internet history? 3. Would you rather swim in the ...

The software giant posted quarterly results that fell short of Wall Street's revenue expectations on Wednesday, and shares slid more than 11% in after-hours trading. "Capex & financing needs have been ...