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MSFT

Cisco Introduces Agentic Capabilities for Next-Generation Collaboration

Today at WebexOne 2025, Cisco (NASDAQ: CSCO) unveiled solutions to foster dynamic collaboration between people and AI agents in the workplace. This includes new agentic capabilities in Cisco AI Assistant, RoomOS 26 for Cisco Devices, and purpose-built integrations across Cisco devices and the Webex Suite to help organizations easily manage and work seamlessly with digital agents...

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MSFT

Microsoft Accelerates AI Investment to Fend Off Stiff AI Competition

MSFT commits $30B in the U.K. to build AI infrastructure, expand local operations and strengthen global competitiveness...

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MSFT

CoreWeave Inks $14 Billion Deal to Supply Meta With Compute Power

CoreWeave will supply Meta with as much as $14.2 billion worth of computing power, helping to further diversify CoreWeave's business away from Microsoft. Ed Ludlow reports on Bloomberg Television...

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Don’t Fear AI Bubble, There Will Be Winners – Tech Contrarians

Tech Contrarians on pretty fishy levels and not giving China enough credit...

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MSFT

America’s AI Boom Faces a Supply Crisis — Jim Rickards Says the Solution Lies Beneath Our Feet

In a released interview, the former CIA advisor reveals how Supreme Court rulings may help unlock the minerals needed to power the next generation of chips and energy systemsWashington, D.C., Sept. 30, 2025 (GLOBE NEWSWIRE) -- The AI revolution is accelerating. NVIDIA’s stock has surged, Microsoft is pouring billions into AI supercomputers, and Elon Musk has warned that artificial intelligence will require more power than the global grid can currently supply. But experts caution that the bottlen...

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CoreWeave initiated at Outperform by Evercore on AI infrastructure demand

Investing.com -- Evercore ISI started coverage of CoreWeave with an Outperform rating and $175 price target, saying the fast-growing cloud infrastructure company is emerging as a key provider of computing power for artificial intelligence applications...

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MSFT

Microsoft Corporation (MSFT): A Bull Case Theory

We came across a bullish thesis on Microsoft Corporation on The Edge of Power’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation’s share was trading at $507.03 as of September 25th. MSFT’s trailing and forward P/E were 37.17 and 32.79 respectively according to Yahoo Finance. Microsoft’s AI strategy is transforming it […]...

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Logitech Targets Hybrid Work Needs With Zone Wireless 2 Launch

LOGI expands into hybrid work with new Zone headsets, as well as gaming, streaming, and spatial computing tools...

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MSFT

CoreWeave Stock Climbs on Meta Deal. Why Two Is Better Than One.

CoreWeave stock surged in early trading Tuesday after the artificial-intelligence cloud service provider unveiled an up to $14.2 billion deal with Meta Platforms a deal that adds another large revenue customer to its roster of clients. In a Form 8-K filed Tuesday with the Securities and Exchange Commission, the company confirmed it had entered into a new order agreement with Meta, which guarantees CoreWeave will provide Meta access to cloud computing capacity. Meta will pay up to $14.2 billion through Dec. 14, 2031, with the option to “materially expand” its commitment through 2032 for additional cloud computing capacity, CoreWeave said...

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MSFT

CoreWeave stock surges as reported $14 billion Meta deal signals ‘limitless’ AI demand

CoreWeave stock jumped as the company has inked a $14.2 billion deal with Meta...

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