Microsoft investors are keen to know if the company's AI advantage is at risk as OpenAI explores cloud partnerships with ...

Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at ...

D.A. Davidson analyst Gil Luria sees Figma as "the right company" to persuade other large private software companies to enter the public markets, citing Figma's growth, profitability and technology in ...

Many analysts now view the current market conditions as a return to form, and expect 2025 to be the best year for IPOs since ...

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the ...

We came across a bullish thesis on CoreWeave, Inc. on Stock Analysis Compilation’s Substack. In this article, we will ...

Applied Digital’s top compeititors include Equinix and Digital Reality, and both are international leaders in data center ...

Nebius Group NV (NASDAQ:NBIS) might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story. Billions In Plain Sight — ...

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

After two blockbuster tech initial public offerings, investors are positively drooling over Figma’s upcoming listing. The ...

USAID funding has significantly contributed to the reduction in adult and child mortality across low-income and middle-income countries over the past two decades. Our estimates show that, unless the ...

The market is moving beyond the Big Three as enterprises seek more customized options for their industry, location, or ...