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Microsoft shares slide as cloud forecast, AI spending disappoint
Artificial intelligence:Microsoft rolls out DeepSeek's AI model on Azure platform "It's OK if that is a few years out, three ...
Nvidia out? DeepSeek pairs with banned Chinese tech giant to deliver unbelievably low pricing on AI inference which could cause Nvidia's house of cards to come crash…
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
Still, Amazon may be better positioned than rivals to capitalize on cheaper AI, analysts say, due to its massive cloud ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
DeepSeek - Engineering Innovation Or Financial Jugglery?
With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...
Microsoft Sees Cloud Business Further Slows Down Despite Hefty AI Spending
TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...
Why Recent ‘Bad’ Tech Earnings Are Good for AI Stocks
If you were going by the headlines alone this week, you may be thinking that tech giants Alphabet (GOOGL) and Qualcomm’s (QCOM) recent earnings reports just signaled the end of the AI Boom. After ...
Opinion: What China’s DeepSeek breakthrough really means for the future of AI
The startup caused some panic for tech stocks. But it is actually poised to expand use of artificial intelligence in the U.S.
1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
The chart below shows the price action between Nvidia and Nebius so far in 2025. The glaring commonality between the two stocks is that they both took a nosedive as the exact same time -- namely, when ...