Microsoft’s earnings selloff is the loudest crack in the AI foundation so far.

Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS ...

META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.

Melius Research downgraded Microsoft to Hold from Buy on Monday, citing mounting capital expenditure pressures and valuation concerns ...

Sam Altman greets Microsoft CEO Satya Nadella at OpenAI DevDay in San Francisco in 2023. (GeekWire File Photo / Todd Bishop) The launch of the AI lab that would redefine Microsoft caught the tech ...

When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.

Frontier artificial intelligence is rapidly becoming one of the most capital-intensive technologies in history, and Microsoft's AI leadership is now putting a stark price tag on that reality.

Microsoft outlines new AI reliability, agentic coding, and Copilot improvements coming to Visual Studio 2026, with a focus on ...