1+ day, 6+ hour ago  (306+ words) Essex notes the broader software complex has been under pressure, with the iShares Expanded Tech down sharply year-to-date. AI disruption fears " particularly around long-term software demand " have driven multiple compression across the space. Insider activity reflects that stress. Investors With…...

2+ day, 21+ hour ago  (703+ words) Microsoft experienced a dismal quarter for several reasons. However, the company's growth prospects remain bright. It's rare to get a chance to buy Microsoft stock after a pullback this steep. Microsoft (NASDAQ: MSFT) entered 2026 riding high. The tech giant had…...

3+ day, 18+ hour ago  (257+ words) The software-as-a-service (SaaS) doomer headlines may have peaked in February'but if you check out the dealmaking data, SaaS has been looking alive. For the final quarter of 2025, enterprise SaaS M&A hit $83.7 billion in total value, recent PitchBook data found....

1+ week, 5+ day ago  (231+ words) Nvidia Corp will deliver one million graphics processing units to Amazon.com, Inc.'s Web Services. Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin this year and continue through 2027. While…...

1+ week, 3+ day ago  (705+ words) Microsoft (MSFT) shares declined 2-3% to around $374 despite Bank of America (BAC) reinstating a Buy rating with a $500 price target, as Microsoft's Q2 FY2026 revenue of $81.27 billion beat estimates by 1.2% and Azure grew 39% year-over-year. However, Microsoft's capital expenditures nearly doubled to $29.9 billion and…...

1+ week, 5+ day ago  (244+ words) Amazon.com Inc is dialing up a second attempt at the smartphone market. More than a decade after the Fire Phone was scrapped, the e-commerce giant is developing a new device known internally as "Transformer." The project lives within Amazon's…...

2+ mon, 2+ week ago  (435+ words) FRANKFURT, Jan 15 (Reuters) - Amazon's cloud unit AWS on Thursday launched a service hosted entirely in Europe, aiming to reassure customers worried about data security under U.S.-based providers by "offering what it calls an independent European alternative. AWS said the European…...

6+ mon, 1+ week ago  (225+ words) Claude is coming to Microsoft 365 Copilot Microsoft announced on Wednesday that it is adding two of Anthropic's AI models, Claude Sonnet 4 and Claude Opus 4.1, to its AI assistant, 365 Copilot. The Claude models won't replace OpenAI's ChatGPT for general chatbot inquiries…...

1+ week, 6+ day ago  (19+ words) Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.AOL.com...

1+ week, 6+ day ago  (788+ words) However, Oracle is an artificial intelligence (AI) company, particularly with its massive pivot into next-generation data centers. This strategic shift won't be cheap or easy, so the stock is a risky play. 10 stocks we like better than Oracle " To put…...