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Yahoo Finance's Julie Hyman reports on Atlassian's (TEAM) 34% stock surge following strong fourth-quarter earnings and cloud growth, while analyzing broader software sector trends and ETF indicators on AlphaSpace.
For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...
Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...
The Hyderabad facility is part of Microsoft's $20.5 billion cloud and AI investment commitment to India
(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi
Rackspace Technology (NasdaqGS:RXT) appoints Pranav Nambiar as Senior Vice President and General Manager to lead its AI Infrastructure business. Nambiar brings experience from roles at AWS, DigitalOcean, Google, and Microsoft focused on cloud and AI platforms. The hire signals Rackspace Technology's push into sovereign and compliant AI offerings for enterprise clients. The move comes as demand grows for governed AI environments that meet regulatory and data residency requirements. For...
(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s
Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone else's technology first. The instruction came from deep inside Microsoft's engineering organization, and it says as much about the economics of AI ...
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the week. Here is what the numbers reveal about who is right.
Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut
High expectations leave little room for disappointment.
Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.
On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]
Microsoft's revenue has grown every quarter in the past two years, while ADP swings between peaks and troughs -- a divergence that reveals starkly different business models.
Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.
Microsoft (NASDAQ:MSFT) just planted a flag in one of AI’s most consequential new battlegrounds. On Monday, the company introduced MAI-Cyber-1-Flash, its first cybersecurity-specific model, built into MDASH, the multi-agent system Microsoft already uses to hunt down and patch software vulnerabilities. Paired with GPT-5.4, the combination scored 96% on CyberGym, the industry’s leading vulnerability-detection benchmark, topping […]
Microsoft opened its largest Indian data-center region in Hyderabad.
Investors may have renewed confidence in Microsoft's (MSFT) AI strategy on the tech giant's reported growth in its Azure Cloud and Copilot businesses. Yahoo Finance Tech Editor Dan Howley dives into the details.
Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.
During August 3’s episode of CNBC’s Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July’s eighth-best performer in the S&P 500. After lagging broader tech indices for much of the year, Microsoft posted a massive 24.6% monthly gain, driven by a post-earnings surge: Eighth place, Microsoft, up 24.6%, with most of that gain […]
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