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BofA: 'we think the bigger near-term opportunity will be AWS benefiting from government-adjacent companies'
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Linux Foundation Announces $12.5 Million in Grant Funding from Leading Organizations to Advance Open Source Security
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Microsoft reorganizes AI division to unify Copilot efforts
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Microsoft Is Reorganizing Copilot AI Product Teams To Unify Commercial And Consumer Versions - WSJ
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Why Intuit says it is insulated from AI disruption
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TD Cowen: 'MSFT's AI-Powered Spatial Product Weakens Spatial Exposed Stocks'
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Jensen: 'we offer confidential computing'
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OpenAI in advanced talks with TPG, Bain, Advent and Brookfield on JV to distribute AI products - Reuters
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Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away - The Information
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Microsoft (MSFT) call put ratio 2.4 calls to 1 put
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Active options: MSFT NIO NBIS MU META INTC SOFI PLTR FIGR AVGO NFLX CRCL
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Active options: MSFT AVGO NFLX GOOGL MSTR RIVN SOFI ORCL PLTR AAL
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William Blair Reiterates Outperform Rating on Microsoft (MSFT) following product announcements
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William Blair: 'We expect Microsoft to continue expanding its enterprise wallet share'
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Barclays Reiterates Overweight Rating on Microsoft (MSFT) amid product announcements
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Jefferies Reiterates Buy Rating on Microsoft (MSFT): "remain bullish on MSFT’s ability to consolidate enterprise AI"
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OpenAI releases GPT-5.4 with improved reasoning and computer use
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Marvell will report earnings today: Here's what analysts expect
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NVIDIA's (NVDA) Huang says supply chain is secured
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Active options: MSFT HOOD COIN SOFI MU AMD GOOGL IREN INTC F AVGO ASTS
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OpenAI’s Next AI Model Will Have 'Extreme' Reasoning - The Information
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Active options: MSFT AMD MU GOOGL META WBD IREN INTC BAC HOOD
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US Agencies Raises Alarms On Use Of Musk's Grok Chatbot - WSJ
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OpenAI secures $110 billion in funding at $730 billion valuation
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OpenAI raises $110 billion at $730 billion valuation
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Morgan Stanley says hyperscaler AI spending set to exceed dot-com peak
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Tradeable bounce is developing in software stocks, Raymond James says
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This software name is set to report today. Analysts say it is attractive for long-term investors
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Microsoft Japan Raided Over Suspected Violation Of Anti-Monopoly Law - Reuters
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Wedbush: 'Competition Risk to Software Overblown', 'CRWD, PANW, ZS are winners and NOT losers in this AI world'
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Evercore singles out 8 AI stocks with resilient business models
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Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
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OpenAI targets $280 billion revenue by 2030, cuts compute spending goal - CNBC
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Microsoft (MSFT) names Asha Sharma as new Gaming CEO
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5 software stocks to buy on discount, according to UBS
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Openai Funding On Track To Top $100b With Latest Round - Bloomberg
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Microsoft’s Brad Smith says U.S. firms should "worry" about China’s AI subsidies
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CrowdStrike Falcon platform now available on Microsoft Marketplace
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Why this economist says the AI rally still has a bit further to run
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Microsoft and Ericsson integrate 5G management into Windows 11
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Wedbush says tech sell-off overdone as AI spending outlook remains strong
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SAP stock: Why this analyst says the bear case is wrong
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Microsoft (MSFT) call put ratio 1.8 calls to 1 put
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FTC stepping up scrutiny of Microsoft’s cloud and AI practices
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FTC ratchets up Microsoft probe, queries rivals on cloud, AI - Bloomberg
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Anthropic adds former Microsoft exec to board ahead of potential IPO - WSJ
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Anthropic valued at $380 billion in latest $30 billion funding round
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OpenAI releases GPT‑5.3‑Codex‑Spark for real‑time coding
