Microsoft Corporation reports $625B in RPO, 39% Azure growth, 15M Copilot seats, and $37.5B CapEx spending. Check out why ...

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

Anthropic’s Claude Opus 4.6 arrives in Microsoft Foundry and GitHub Copilot, bringing advanced reasoning, agentic coding, and ...

OpenAI launched GPT-5.3-Codex as Anthropic released Claude Opus 4.6 in a simultaneous drop that kicks off the AI coding wars, with benchmark claims, enterprise agent ambitions, and cybersecurity ...

It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The ...

Microsoft brings back Hayete Gallot to lead Security while Charlie Bell moves to an engineering quality mandate, both reporting to CEO Satya Nadella.

OpenAI launches Frontier, an AI agent platform designed to automate workflows across Salesforce, Workday, and enterprise software. Enterprise SaaS stocks plunged 14%. This "Agentic OS" automates ...

How cooperatives, public institutions, and social movements can come together to intentionally build a practical, ...

LinkedIn’s head of engineering for talent solutions explains how fine-tuned LLMs and agentic AI architectures are replacing ...

Microsoft had strong quarterly results, yet high CapEx on short-lived assets and OpenAI risks temper optimism. Read why I maintain a cautious stance on MSFT stock.

Every earnings season, investors look for proof that legacy tech giants like Microsoft (MSFT) are still a worthy investment ...