Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read ...

Microsoft was caught in a software sector sell-off that has left shares trading at a reasonable valuation. Learn why MSFT ...

Shares of tech heavyweights with ties to OpenAI have gained in the wake of positive developments for the startup that boosted ...

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...

ARK says Massive AI CapEx from Google and Amazon is just the beginning, with recent breakthroughs signaling a years-long ...

OpenAI races to prove it can turn 800 million users into a sustainable business — through ads, enterprise and even a slice of ...

In 2025 Artprice successfully integrated all the key tools of its proprietary AI (Intuitive Artmarket®) into its internal ...

OpenAI calls the new coding tool the "first milestone" in its relationship with the chipmaker.

OpenAI is trying to win market share from rivals like Anthropic and Cursor as AI coding tools gain in popularity.

“Codex-Spark is the first step toward a Codex that works in two complementary modes: real-time collaboration when you want ...

OpenAI gives an example of how this could work in practice. The company used Codex to create a Mario Kart-like racing game, ...