tech investment trends

The artificial intelligence battleground has shifted from theoretical promise to commercial reality, and nowhere is this more evident than in the escalating arms race between Microsoft and Meta. In 2025, these two titans stand as avatars of distinct corporate cultures, strategic philosophies...

Microsoft's strategic investments in artificial intelligence (AI) are yielding substantial returns, particularly through its Azure cloud platform and partnership with OpenAI. Morgan Stanley analysts Keith Weiss and Josh Baer have revised their growth projections for Azure, now anticipating...

As the first quarter of 2025 unfolded, Microsoft and Meta, two titans of the US technology industry, delivered quarterly earnings that far surpassed Wall Street’s expectations. This outperformance is being hailed not just as a testament to shrewd business operations but as evidence of artificial...

In the first quarter of 2025, Meta Platforms and Microsoft reported robust financial results, alleviating concerns about a potential slowdown in the technology sector. Both companies exceeded analysts' expectations, driven by strong performances in their respective core businesses and strategic...

A pause at a cloud giant’s colocation negotiation table can send hyperscaler groupies spinning into speculation mode, but as Amazon steps into a datacenter lease reassessment – barely a flutter in its own conference rooms – the outside world presses its collective face against the glass and...

Somewhere in a windowless boardroom, a group of people wearing expensive sneakers and worried expressions just pressed the pause button on AWS’s latest global data center leasing spree—and, if the analyst tea leaves are right, it’s not because they couldn’t find the light switch. Instead, AWS’s...