Industrial AI may be all the rage, but it’s useless-to-dangerous without standardized, relevant data to work from. And yet, ...
Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells ...
The artificial intelligence (AI) boom is altering the financial landscape of America's largest tech companies.
I keep buying Meta, and the reason is embarrassingly simple: it is the only trillion-dollar AI story I can find where the ...
OAuth client ID spoofing lets attackers test Entra accounts and stolen passwords without successful sign-ins, leaving ...
The artificial intelligence investment cycle has entered a new phase. The biggest technology companies are spending at a pace rarely seen in corporate history, pouring hundreds of billions of dollars ...
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist ...
Hackers launched 81 million login attempts against Microsoft 365, exploiting Azure CLI and MFA configuration gaps to ...
The layoffs are not the catalyst; the setup is that the market is pricing in AI capex pain and AI disruption at the same time ...
Opinion
27dOpinion
Is AI Spending Lawsuits And Azure Concerns Altering The Investment Case For Microsoft (MSFT)?
Over recent weeks, Microsoft has been hit with multiple shareholder class-action lawsuits claiming it downplayed slowing Azure cloud momentum and the scale of its AI infrastructure spending after ...
Microsoft rarely gets this cheap.
Akamai (AKAM) shifts from CDN to cloud & security growth on a $1.8B contract; see 2026–27 forecasts, valuation and AI ...
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