Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...

Microsoft Monetize’s suite of advanced productivity tools launched on Monday to anticipate advertising demands rather than meeting them. As AI reshapes monetization, the industry will require tools ...

Microsoft's stock has sagged since the company last posted earnings and it fell further in Wednesday's extended session. The ...

OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart ...

Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft’s cloud business in the latest quarter.

Reflecting the surging tide of artificial intelligence, Wedbush Securities analyst Dan Ives has raised his price target for Microsoft Corp. (NASDAQ:MSFT) to $600, up from an earlier estimate of $425, ...

The latest quarterly reports from tech giants have delivered the first clear report cards on their massive AI bets, revealing ...