Comparing Microsoft (MSFT) and Alphabet (GOOGL) as AI investments. Which tech giant offers better value and growth potential ...

These stocks are cheap given their AI-related growth prospects.

The software giant's competitive advantages may be more threatened than I previously thought.

Interest in Microsoft’s artificial intelligence (AI) offerings hasn’t been robust. In the meantime, Alphabet is seeing strong double-digit growth in multiple important markets. Both of these ...

The first question we need to tackle is why Apple will be passed by. Even the most loyal Apple fan is well aware that Apple ...

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in ...

Oil nearing $120 per barrel threatens to turn the AI data-center boom into an earnings headwind for Amazon.com Inc. AMZN, ...

Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth ...

Big tech companies Alphabet, Microsoft, Meta, and Amazon recently guided for $650 billion (at midpoint of estimates) in ...