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21 posts
AAgentic AI
An AI Agent Just Launched Its Own Company While Gensyn Flopped at Launch
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An AI Agent Just Launched Its Own Company While Gensyn Flopped at Launch

  • May 4, 2026
TL;DR: SKYAI ripped 257% WoW after its Bitget listing. Bittensor (TAO) holds the top AI token spot, up…
GGoogle
3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout - May 4, 2026
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3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout – May 4, 2026

  • May 4, 2026
Key Takeaways Alphabet lifts 2026 capex to $180B-$190B, focused on AI servers, data centers and networking.NVIDIA benefits as…
MMicrosoft
Microsoft's Data Center Footprint Reflects AI Demand: What's Ahead? - April 20, 2026
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Microsoft Q3 Earnings Beat Estimates as Cloud and AI Drive Results – April 30, 2026

  • April 30, 2026
Key Takeaways Microsoft reported fiscal Q3 revenues of $82.9B, up 18%, with EPS of $4.27, beating estimates.MSFT Cloud…
AAI
Rising AI Infrastructure Spending Likely to Boost TSM's Q1 Revenues - April 14, 2026
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Capitalizing on the AI Buildout: High-Conviction Stock Picks – April 29, 2026

  • April 29, 2026
An updated edition of the March 11, 2026, article. Artificial Intelligence (AI) allows machines to analyze large volumes…
MMicrosoft
Microsoft's Data Center Footprint Reflects AI Demand: What's Ahead? - April 20, 2026
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Will Microsoft Stock Climb as Azure AI Services Gain Traction? – March 10, 2026

  • April 29, 2026
Key Takeaways MSFT’s Azure & other cloud services revenues rose 39% YoY, lifting Intelligent Cloud revenues to $32.9B…
MMicrosoft
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings? - January 27, 2026
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Azure Drives Microsoft’s AI Strategy: Wait for Q3 Before Buying – April 28, 2026

  • April 28, 2026
Key Takeaways Microsoft’s fiscal Q3 results are expected to be driven by strong Azure and Intelligent Cloud growth.MSFT…
GGoogle
ORCL Expands AI Database Offerings Through Google Cloud: What's Ahead? - April 24, 2026
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ORCL Expands AI Database Offerings Through Google Cloud: What’s Ahead? – April 24, 2026

  • April 24, 2026
Key Takeaways Oracle unveils AI Database Agent for Gemini Enterprise, enabling natural language queries on Google Cloud.Oracle reports…
MMicrosoft
Microsoft's Data Center Footprint Reflects AI Demand: What's Ahead? - April 20, 2026
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ETFs to Buy as Microsoft Commits to Invest $18B in Australian AI Industry – April 23, 2026

  • April 23, 2026
Key Takeaways Microsoft plans $18B investment to expand AI and cloud infrastructure in Australia by 2029.Australia’s AI adoption,…
AAnthropic
Amazon Deepens AI Push With Expanded Anthropic Deal: What's Ahead? - April 23, 2026
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Amazon Deepens AI Push With Expanded Anthropic Deal: What’s Ahead? – April 23, 2026

  • April 23, 2026
Key Takeaways Amazon expands Anthropic pact: $100B AWS spend and up to 5GW compute for Claude training and…
MMicrosoft
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings? - January 27, 2026
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Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings? – January 27, 2026

  • April 22, 2026
Key Takeaways Microsoft’s Intelligent Cloud is expected to generate $32.25-$32.55B in Q2, up 26-27% year over year.Azure is…
MMicrosoft
Microsoft's Data Center Footprint Reflects AI Demand: What's Ahead? - April 20, 2026
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Will MSFT Stock Climb as Azure AI Services Gain Traction? – January 15, 2026

  • April 21, 2026
Key Takeaways Azure AI Foundry serves over 80,000 customers as enterprises accelerate production deployment of AI apps.Demand for…
MMicrosoft
Microsoft's Data Center Footprint Reflects AI Demand: What's Ahead? - April 20, 2026
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Microsoft’s Data Center Footprint Reflects AI Demand: What’s Ahead? – April 20, 2026

  • April 21, 2026
Key Takeaways Microsoft is scaling data centers as AI workloads drive demand beyond available capacity.MSFT plans 3,200-acre Wyoming…
AI
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