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

Big Tech’s AI spending plan has split investors, as analysts warn of bubble risks even while cloud growth signals a historic ...

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) Q4 2025 Earnings Call Transcript February 4, 2026 Cognizant ...

New cloud-native integrations give enterprises a clearer, unified view across multi-cloud environments At Perform, its ...

Take a look at what Wall Street analysts are expecting to see from reports due from Meta , Microsoft and Tesla after ...

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

Meta guided first-quarter 2026 revenue of $53.5 billion to $56.5 billion, well above expectations of $51.4 billion. The ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Adversaries weaponized recruitment fraud to steal cloud credentials, pivot through IAM misconfigurations, and reach AI ...

Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...

Nearly half (45%) of this is tied to OpenAI after OpenAI set out plans to buy an additional $250 billion in Azure services, with Microsoft CFO Amy Hood stressing the remaining 55% of its backlog is ...