Microsoft surged over 5% Thursday, surpassing a $4 trillion market cap, according to CNBC. The gain followed a blowout ...

We’re now entering a phase in which the giants win because they own, and continue to build out, the physical assets that make mature technologies accessible.

Microsoft has become the second public company to surpass a $4 trillion valuation, as soaring AI demand and record cloud ...

The demand for AI compute continues to grow dramatically.

Investors continue to underestimate artificial intelligence (AI), the secular tailwinds behind the chipmaker's supercharged ...