qz
CBRS' Global Expansion Boosts Growth Prospects Against NVDA & MSFT

Cerebras expands AI inference infrastructure across Europe and Canada as it targets global demand and challenges NVIDIA and Microsoft. [...]

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qz
Agentic AI Adoption Boosts NOW's Growth Prospects Against MSFT & CRM

ServiceNow's Agentic AI momentum drives $1B-plus AI ACV, broader enterprise adoption and new monetization opportunities despite rising competition. [...]

Match Score: 46.42

venturebeat
From Silicon Valley to Nairobi: What the Global South’s AI leapfrogging teaches tech leaders

When I write about the cognitive migration now underway, brought about by the rapid advance of gen AI, I do so from the perspective of someone who has spent four decades in the technology industry. My [...]

Match Score: 40.34

Destination
Microsoft faces a high bar as Big Tech enters a make-or-break week

Microsoft (MSFT) reports its fiscal third-quarter results after the bell Wednesday, April 30, kicking off one of the most closely watched and consequential weeks for Big Tech this year. Read more... [...]

Match Score: 33.59

Destination
Microsoft smashes Wall Street's earnings expectations — and the stock soars

Microsoft (MSFT) blew past Wall Street expectations in its fiscal third quarter, racking up $70.1 billion in revenue, up 13%, and $25.8 billion in net income, up 18%, fueled by relentless demand for c [...]

Match Score: 33.59

Destination
Stock shrug off recession alarms as Big Tech earnings blow off the roof

U.S. stock futures soared Thursday morning, lifted by blockbuster earnings from Microsoft (MSFT) and Meta (META) that seemed strong enough to overshadow Wednesday’s unexpected GDP contraction. With [...]

Match Score: 33.59

Destination
Microsoft just made the AI bull case a whole lot stronger

Microsoft (MSFT) didn’t just beat expectations in its fiscal third quarter — it delivered what Wedbush dubbed an “Aaron Judge-like” performance that could help reset the narrative around AI mo [...]

Match Score: 33.59

Destination
Tesla, Microsoft, and Meta follow Nvidia in Magnificent 7 stock rally

The trade-war selloff took a breather on Tuesday, buoying Big Tech firms including Nvidia (NVDA), Tesla (TSLA), Meta (META), and Microsoft (MSFT), after a mixed day on Monday and two especially gnarly [...]

Match Score: 31.61

Destination
Everything NVIDIA CEO Jensen Huang announced at its CES 2025 keynote

NVIDIA held its CES 2025 keynote last night with CEO Jensen Huang and it was surprisingly eventful. The company finally unveiled its much awaited GeForce RTX 5000 GPUs that promise a considerable perf [...]

Match Score: 30.71

Destination
Nvidia beats on earnings again — even while it's locked out of China

Nvidia (NVDA) continues to beat expectations — but things are a little more complicated this time around. Read more... [...]

Match Score: 29.63