Shares of Microsoft plunged 12% and software stocks hit a bear market. The S&P 500 edged back from 7,000 as AI spending fears were rekindled.

The bull case is that Microsoft's significant spending to build out its cloud computing business will eventually accelerate the company's ability to convert its swelling commercial RPOs into revenue, ...

Investors returned unimpressed with Microsoft Azure’s performance. ・At least 15 analysts lowered their price targets on MSFT, ...

Visio has been in testing for around a year and already has 40,000 users. By switching to this homegrown software and not ...

Physical AI marks a transition from robots as programmed tools to robots as adaptable collaborators. That transition will unfold over years rather than months, but the foundation models emerging from ...

AI’s insatiable need for cash is proving to be a dream for dealmakers. Our scoop from Wednesday night that OpenAI was in ...

Apple reported a 16% year-on-year jump in its fiscal first-quarter revenue on "staggering" iPhone demand, topping market ...

Security teams often spend days manually turning long incident reports and threat writeups into actionable detections by ...

Microsoft’s slightly-slowing growth in cloud server rentals cast a pall over its quarterly earnings report on Wednesday, but ...

Apple iPhone 17 sales jumped during the holiday period, as CEO Tim Cook calls the results "staggering." The company reported revenue of $143.8 billion and 19% profit growth in the quarter.

The plunge wiped out $357 billion in Microsoft's market capitalization. Only Nvidia (NVDA) has lost more market cap in a single day - the $593 billion that got erased on Jan. 27, 2025 in the wake of ...

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.