Microsoft’s own narrative about their future has evolved quite a bit following the ChatGPT moment in 2022. Read more here.

Optimism emerged around Big Tech's AI spending following a strong first quarter. But some point to red flags hiding beneath ...

The National Geospatial-Intelligence Agency is expanding its use of artificial intelligence to process growing volumes of ...

Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated.

The AI lab is at the forefront of developing large language models with its GPT models, and it's planning to spend hundreds ...

Pentagon reached deals with seven tech companies to use their artificial intelligence in classified networks, allowing the ...

Amazon and Alphabet's custom-designed chips are driving cost and efficiency improvements in hyperscale data centers.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

Wall Street’s attention shifted sharply to Big Tech after Microsoft, Amazon, Meta, and Alphabet reported quarterly earnings, ...

Is AXON a good stock to buy? We came across a bullish thesis on Axon Enterprise, Inc. on Rebound Capital’s Substack. In this ...

Amazon reaffirmed its record $200 billion capital expenditure for 2026, outpacing Microsoft’s reduced $190 billion forecast, as both companies pursue AI dominance. Amazon’s aggressive investment is ...

Amazon, Alphabet, Microsoft, and Meta plan a combined $715 billion AI infrastructure spend in 2026, nearly doubling last year ...