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MSFT

Nebius: Not Priced For AI Domination (Yet)

Discover why Nebius's 500% surge and Microsoft deal signal more growth ahead. See if this $28B tech stock is still undervalued...

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MSFT

Wrike Appoints András Horváth as Head of AI, Accelerates Enterprise AI Momentum

SAN DIEGO, October 02, 2025--Wrike, the intelligent work management platform, today announced the appointment of András Horváth as Head of AI. The announcement underscores Wrike’s commitment to embedding practical, trusted AI across every workflow and accelerating adoption at enterprise scale...

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MSFT

BlueOcean Debuts Marketing-Specific Agentic AI Platform to Transform Brand Work Across the Enterprise

BlueOcean today announced the launch of an innovative marketing-specific agentic AI platform, designed to give brand leaders–from the C-suite to marketing practitioners–instant, contextual insights that fuel creativity and accelerate decision-making...

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AMZN MSFT

Climb Channel Solutions named as one of “America’s Greatest Companies 2025” by Newsweek

-Flying the channel flag - Climb is the only global technology and IT distributor named on the list- -Climb named alongside Oracle, NVIDIA, Amazon, Microsoft and many more- EATONTOWN, N.J., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Climb Channel Solutions, an international specialty technology distributor and wholly owned subsidiary of Climb Global Solutions, Inc. (NASDAQ: CLMB)… today announced it has been included in the inaugural 2025 America’s Greatest Companies list, published by Newsweek. Newsweek...

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MSFT

AI Capex Should Cripple Next Profit Cycle For S&P 500

Unsustainable AI-driven capex by big tech may threaten profitability and distort valuations. Read the latest analysis on markets here...

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GOOGL MSFT

Podcast: Will AI Spending Pay Off Or Are We in a Bubble?

Will Big Tech's epic levels of artificial-intelligence spending pay off for investors? This week on our columnists' roundtable, we are joined by columnist Dan Gallagher to discuss the promise of AI. We chat about the deals announced by Nvidia, OpenAI, Oracle, Microsoft and Alphabet and dig into the use of debt to finance growth...

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MSFT

The Stock Market Is Historically Pricey: Here’s 1 Reason Microsoft Is Still a No-Brainer Buy

This tech conglomerate is built for long-term stability...

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MSFT

Caterpillar Emerges as Unlikely AI Winner on Turbine Demand

The iconic American company, known for its yellow excavators and bulldozers, closed September at an all-time high as investors bet AI’s nearly insatiable demand for electricity will fuel orders for one of Caterpillar’s lesser-known products — power-generation turbines. Then, as the power demands became clear, a boom in shares of utilities and builders of data centers. Shares of Caterpillar surged 14% in September, the best month since December 2023...

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AAPL MSFT

Update: Market Chatter: Apple, OpenAI Request US Judge to Dismiss Lawsuit Filed by Elon Musk’s xAI

(Updates with details from a court filing in the fourth and fifth paragraphs.) Apple (AAPL) and O...

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AMZN GOOGL MSFT

Microsoft Bets $33 Billion on Neoclouds like Nebius to Ease AI Crunch

As part of the deal, Microsoft will get access to more than 100,000 of Nvidia Corp.’s latest GB300 chips, said the people, who requested anonymity to discuss an internal matter. The strategy is aimed at coping with a shortage of AI data center capacity and letting Microsoft free up its own server farms to provide lucrative AI services to customers. This is just one of a string of deals Microsoft has struck with so-called neoclouds — a new category of small infrastructure providers that lease out AI-focused computing power...

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