Baird initiates Microsoft stock coverage with $600 target, citing 40% Azure growth and strong AI positioning. Analyst expects ...

Starting valuation and free cash flow yield are critical; value stocks with double-digit free cash flow yields, like NEM, are ...

Microsoft (MSFT) is accelerating investments in GPUs and CPUs to meet strong cloud and AI demand, driving a higher capital ...

Microsoft has unveiled an in-chip microfluidic cooling system that channels coolant through microscopic pathways etched into ...

Nebius must prove its Microsoft partnership can scale profitably while maintaining capital discipline amid surging demand for ...

Microsoft unveils its Fairwater AI datacenter in Atlanta, featuring next-gen NVIDIA Blackwell GPUs, advanced networking, and ...

Bitcoin miner IREN signs a $9.7 billion AI cloud contract with Microsoft, further solidifying its expansion into high-performance GPU infrastructure.

Microsoft (NASDAQ:MSFT) is a company at the forefront of the AI boom, using its tech stack and its OpenAI partnership to ...

Investing.com -- Baird initiated coverage of Microsoft with an Outperform rating and a $600 price target, pointing to the company’s broad cloud and AI footprint and its ability to sustain double-digit ...

Companies like Google, Meta, and Microsoft are now turning to debt financing to scale up their AI infrastructures to meet ...

Powering the AI WAN is a networking protocol that the hyperscaler developed alongside OpenAI and Nvidia. Dubbed Multi-Path ...

Valuation frameworks are shifting with it. Miners pivoting to AI are trading near $6 million per megawatt of capacity, while pure Bitcoin miners sit closer to $3 million. The premium reflects a simple ...