Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The ...

Chinese AI startup DeepSeek has shaken up the tech industry with its new chatbot, Deepseek R1, which claims to match or ...

Not unlike many other tech peers, Apple stock is trading at historically high valuations. Shares of Apple are trading at 31.4 ...

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

Elon Musk said there is a path for Tesla to become worth more than the next five most valuable companies combined. That’s ...

BMO will be the first issuer to offer Japanese CDRs, though the bank is planning a rapid expansion of its own lineup ...

Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.

Meta enjoyed a record Q4, with Microsoft also reporting strong results – although missing analyst expectations.