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

Microsoft is laying the groundwork to reduce its dependence on OpenAI, signalling a future where it runs its own frontier-scale AI models alongside, and potentially in competition with, its longtime ...

Mustafa Suleyman, Microsoft's head of AI, told the Financial Times this week that "most, if not all" white-collar computer tasks will be "fully automated" within 12 to 18 months. Lawyers, accountants, ...

Microsoft is charting a course towards AI self-sufficiency, aiming to reduce its reliance on OpenAI. The tech giant is ...

China's ByteDance has rolled out its Doubao 2.0 model, an upgrade of the country's most widely used artificial-intelligence ...

The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) just announced $200 ...

AI trifecta, VMware moat, and rising capex tailwinds support FCF and dividends. Click to read why AVGO is a Strong Buy.

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