Meta Platforms surged 33% on Muse, but this analysis says the rally is overdone, warns on margins and growth, and reiterates ...

OpenAI secures an $11.9B compute infrastructure agreement with CoreWeave, driving record AI capex and expanding dedicated GPU cloud allocations.

Microsoft gains investor confidence with a rating upgrade as focus shifts to Azure growth, Copilot, and stronger AI-related ...

Microsoft partner group product manager Naomi Moneypenny looked at how to deploy production agents in Microsoft Foundry. The ...

Oppenheimerraised Microsoft's price target from $515 to $570, while maintaining an 'outperform' rating. Zhitong Finance APP ...

Oppenheimerraised its price target from $515 to $570 after meeting with Microsoft (MSFT.US) management, while maintaining an ...

Azure and the M365 commercial business can sustain acceleration in fiscal 2027 despite potential risks from artificial ...

BNP Paribas sees room for higher Azure pricing and a potential SpaceX cloud deal, but the impact may take time.

Two Wall Street analysts raised their Microsoft price targets on Tuesday after meetings with management, reflecting growing confidence in the ...

BNP Paribas analyst Stefan Slowinski reiterated a Buy rating and $549 price target on Microsoft after meeting with company executives. Azure ...

F5 researchers saw a sharp spike in automated reconnaissance operations against developer tools in August, including a ...

Microsoft VP Steve Sweetman explored how AI agent governance can control costs and prove ROI. AI agent governance is an ...