The tech firm reveals a focus on AI agents, Copilot expansion, Microsoft 365 updates, and global infrastructure investment.

Passkeys offer stronger protection than passwords—and they have the potential to eliminate passwords altogether if more ...

At Microsoft Ignite in San Francisco, what stood out to me is just how quickly Microsoft is adopting AI and, even more importantly, intelligent agents across its entire software stack—from Windows ...

Instead ChatGPT has become perhaps the most successful consumer product in history. In just over three years it has ...

Arm was founded as a company 35 years ago. It rules mobility and is gaining client share, but the enterprise seems out of ...

Oracle is now offering Oracle Database@Google Cloud to customers in Canada. With the debut of the powerful multicloud service in Canada, customers can now run Oracle Exadata Database Service on ...

We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MSFT.

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A ...

Windows 11 is a considerably more advanced product. So much so that even people who've never known anything but Windows may ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...