Microsoft's Outperformance Doesn't Change Value

04:52pm, Wednesday, 06'th Aug 2025
Microsoft Corporation's strong earnings and $4 trillion valuation reinforce my bullish thesis, driven by robust AI datacenter growth. The company continues to outperform the market, validating my view
MSFT, AAPL and MA stand out as the top picks with solid historical earnings and rising estimate revisions this quarter.
Microsoft remains a "buy" despite a higher valuation, thanks to robust growth across all segments and continued cloud leadership. Fiscal 2025 showed impressive revenue and profit gains, with strong pe
For the first time, OpenAI's artificial intelligence models are available on a cloud computing platform outside of Microsoft, its largest investor to date. AWS, in competition with Microsoft Azure for
Novo Nordisk cuts costs and lowers 2025 sales outlook due to increased competition and slower Wegovy growth, impacting its market value. Disney's ESPN strikes a non-binding deal to acquire NFL media a
Photo Courtesy of: Orderfox ZURICH, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Orderfox Schweiz AG announced that its market intelligence platform, Gieni AI, was featured as a reference case for vertical AI in
As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend.

Microsoft is considering a stricter RTO policy

03:17pm, Tuesday, 05'th Aug 2025
Microsoft may require employees to return to the office more often. The new policy could kick in at Microsoft's headquarters as soon as January.

Microsoft Cloud and AI Revenue Soar

02:32pm, Tuesday, 05'th Aug 2025
Microsoft (MSFT -1.25%) reported fourth-quarter fiscal 2025 earnings on July 29, 2025, delivering $76.4 billion in revenue, up 18% year-over-year in constant currency, and $3.65 in earnings per share,
WARREN, N.J., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN) today announced that its artificial intelligence initiative, Tevogen.AI, is ex

Why Is Everyone Talking About Microsoft Stock?

09:23am, Tuesday, 05'th Aug 2025
Microsoft (MSFT 0.00%) is capturing a leading position in the development of artificial intelligence.
Wall Street analysts who follow tech and cloud computing were all but popping Champagne on July 30.

What's Going On With Microsoft Stock?

06:30am, Tuesday, 05'th Aug 2025
Microsoft's (MSFT 2.18%) quarterly earnings update sent the stock price soaring.
So far in 2025, we've had not one, but two companies achieve a $4 trillion market capitalization. Both Nvidia (NVDA 3.56%) and Microsoft (MSFT 2.18%) have joined this ultra-exclusive club, with Nvidia
LAS VEGAS--(BUSINESS WIRE)--Abnormal AI, the leader in AI-native human behavior security, today announced its updated Security Posture Management product, bringing AI-driven protection, automated prio
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