Microsoft Was in Talks to Lease $3 Billion in Oracle Compute Capacity
Microsoft was recently in talks with Oracle about leasing the company’s cloud infrastructure, but the deal fell through…
Workday & Google Cloud expand Gemini Enterprise tie-up
Workday and Google Cloud have expanded their partnership to embed Workday AI agents for human resources and finance…
3 Chip, Cloud, and SaaS Stocks to Own for the Agentic AI Revolution
Key Points Handling agentic AI workloads requires data centers with more CPUs, and AMD makes some of the…
Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
With a short float of 1.08% and upside potential of 36.80%, Microsoft Corporation (NASDAQ:MSFT) earns a place on…
Coding startup Cursor may be seeking Elon Musk owned xAI’s help to better compete against Anthropic
Elon Musk’s AI company, xAI, is reportedly in talks with Cursor to provide the startup with access to…