OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart ...

Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.

According to Precedence Research, the global data center market size is expected to reach nearly USD 1,103.70 billion by 2035 ...

Microsoft ( MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.