Silicon Valley’s mega AI spending spree isn’t slowing down anytime soon. But Wall Street’s patience to see a return might be wearing a little thin.

Q1 2026 Earnings Call Transcript October 29, 2025 Microsoft Corporation beats earnings expectations. Reported EPS is $4.13, ...

A prominent computer science professor predicts Salesforce will be the first major tech company disrupted by AI, sparking ...

Microsoft Corp. (MSFT) shares fell nearly 4% in extended trading after the company disclosed record capital expenditure of ...

OpenAI said Tuesday it has reorganized its ownership structure and converted its business into a public benefit corporation ...

Microsoft CEO Satya Nadella said the company is staying responsible with AI investments through fungible assets applicable to ...

With the new platform, researchers can speed up scientific discovery by using advanced AI and high-performance computing to ...

Microsoft's AI infrastructure spending to meet growing cloud services demand is outpacing Wall Street expectations, deepening ...

Microsoft on Wednesday reported its quarterly sales grew 18% to $77.7 billion, beating Wall Street expectations while also surprising some investors with the huge amounts of money it is spending to ...

Three of the biggest US tech companies reported record profits and record infrastructure spending on Wednesday, fueling ...

The second major cloud outage in less than two weeks, Azure’s downtime highlights the “brittleness” of a digital ecosystem ...