Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
30 Jul, 2026, 01.54 PM IST
Microsoft set for $190 billion market value swing after earnings results, options indicateThe tech company's options imply a move of about 6.6% in either direction after the company reports fourth-quarter results. By comparison, ...
30 Jul, 2026, 12.31 AM IST
UK regulator investigates whether Microsoft misled personal and family customersThe Competition and Markets Authority said on Wednesday the probe would examine Microsoft's addition of its AI assistant Copilot to Micro...
29 Jul, 2026, 06.25 PM IST
Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...
29 Jul, 2026, 06.00 AM IST
Microsoft launches cybersecurity AI model to detect complex software vulnerabilitiesIn a blog post announcing the model, Microsoft said MAI-Cyber-1-Flash is designed to find challenging vulnerabilities in complex codebases....
28 Jul, 2026, 07.19 PM IST
US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
28 Jul, 2026, 10.22 AM IST
AI blows up IT playbook: Lines between AI labs and IT services firms start to blurThe enterprise services business they have dominated for decades is beginning to see a new breed of rival. OpenAI and Anthropic are no long...
28 Jul, 2026, 06.00 AM IST
Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...
27 Jul, 2026, 06.54 PM IST
OpenAI to triple workforce at Dublin European headquarters to 350The AI pioneer said it currently employs over 100 people at its Dublin office, which opened in 2023, and that it plans to hire 250 more ov...
27 Jul, 2026, 05.33 PM IST
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
24 Jul, 2026, 01.09 PM IST
AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
24 Jul, 2026, 11.48 AM IST
Databricks expands Microsoft Azure partnership, to use more custom chipsDatabricks will extend its Microsoft partnership through the 2030s. The company will increase its use of the Azure platform and Microsoft's...
23 Jul, 2026, 09.16 PM IST
Alphabet's cash burn raises alarm for Big Tech as AI spending climbsAlphabet's significant cash burn highlights increasing artificial intelligence spending pressures. Big Tech firms now face higher outlays, ...
23 Jul, 2026, 05.41 PM IST
Google quarterly cloud revenue growth beats expectationsGoogle Cloud revenue surged eighty-two percent, fueled by strong enterprise demand for AI services. This significant growth helped offset c...
23 Jul, 2026, 01.40 AM IST
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
22 Jul, 2026, 02.51 PM IST
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
22 Jul, 2026, 10.37 AM IST
Microsoft to fund Mistral's European AI expansion in multibillion-dollar dealAs part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microso...
21 Jul, 2026, 06.05 PM IST