Tag: Microsoft Corp
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Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Koray Kavukcuoglu is taking charge of Google DeepMind as it tries to keep Gemini competitive with OpenAI and Anthropic.
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CoreWeave stock pops 12% as revenue doubles on accelerating AI infrastructure demand
CoreWeave’s revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
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AI will drive even more gains for this circuit board builder as hyperscaler demand grows, says UBS
The investment bank upgraded the circuit board maker to buy from neutral.
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JPMorgan is the latest to raise its S&P 500 target, this time to 8,000. Here’s why
The Wall Street bank said the latest earnings season suggests that the massive investments in artificial intelligence is justified.
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The unwind of Situational Awareness isn’t the only reason the AI trade is back
The hedge fund’s forced selling was a clearing event, but earnings are sustaining the AI trade
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Big Tech’s free cash flow — or lack thereof — only tells part of the investment story
Hyperscalers are still reporting impressive growth in operating cash flow.
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Google is expanding its AI empire — and losing the people who built it
Google’s cloud boom is testing the company’s commitment to frontier AI as commercial returns take priority.
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S&P 500 is experiencing violent surge often seen at major market tops. One chart analyst is worried
One chart analyst sees echoes of the dot-com bubble in the S&P 500’s latest run-up, as the index has had a sharp surge often seen at major market tops.
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Marc Benioff gets a new operating chief, as Salesforce promotes Miguel Milano
Salesforce promoted revenue head and former Oracle executive Miguel Milano to role of operating chief.
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Microsoft AI exec tells developers to default to OpenAI’s top model as part of efficiency push
Microsoft is taking advantage of its intellectual property rights with OpenAI, encouraging employees to use the company’s top model.
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