MSFT

The math ain’t mathing at many of the giant Silicon Valley firms.

AI researcher Rihard Jarc said AI coding tools from Anthropic and OpenAI are slowing amid infrastructure and spending constraints.

Microsoft's U.S. AI diffusion report finds the technology spreading into college towns, Sun Belt suburbs, and small businesses that didn't exist years ago.

Corporate leaders are starting to question whether soaring AI spending is delivering meaningful returns.

Datadog has surged nearly 66% in 2026 while Microsoft and Adobe remain deep in the red. JPMorgan still sees another 43% upside for the AI software stock

Microsoft (MSFT) beat FQ3 estimates as EPS rose 23% YoY. Here's what investors need to know about the company.

JPMorgan highlighted HubSpot, Figma and ZoomInfo as AI software names with massive upside potential, including one sub-$5 stock the bank sees rallying more than 214%.

As Anthropic’s model becomes more prevalent across finance, CFOs may have to pay closer attention to token-based billing and its impact on the growing cost of enterprise AI usage.