It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them ...

OpenAI's (OPENAI) announcement that it has raised $110B in new funding should alleviate the concerns about paying its bills and ultimately benefit Microsoft (MSFT) and Oracle (ORCL), BNP Paribas said.

I can't stand opening the Microsoft Store. It's slow to load, confusing to browse, and full of ads for things I don't care about. Luckily, thanks to a new feature, I don't have to open the Microsoft ...

OpenAI's aggressive cloud and compute commitments are sending shockwaves through public markets, hammering key partners Oracle Corp. ORCL, Microsoft Corp. MSFT, and Broadcom Inc. AVGO as investors ...

Oracle has been the lightning rod for OpenAI‑related fears, with its shares tumbling roughly 40% from late October highs as concerns mount over debt‑financed AI data centers and heavy exposure to ...

Microsoft has announced the Store CLI, a command-line interface for managing and installing Windows apps from the Microsoft Store. It's similar to WinGet, except the Store CLI only works for apps that ...

The recent pressure on the software sector means some stocks backed by strong fundamentals are now trading at bargain levels. Two high-profile examples are Microsoft and Oracle whose shares have ...

Jefferies analyst Brent Thill recently wrote that Microsoft's valuation was attractive and below other hyperscalers, such as Amazon (AMZN), with a forward P/E of 25.7 and Alphabet (GOOGL), with a ...

Microsoft published a sixteen page explainer guide about optimizing for AI search and chat. While many of the suggestions can be classified as SEO, some of the other tips relate exclusively to AI ...

Microsoft has secured a $170.4 million task order to continue supporting the Cloud One program, a cornerstone of the Department of the Air Force’s enterprise cloud strategy. The firm-fixed-price task ...

OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...

While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026. Christine Ji is a ...