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DeepSeek Accelerating The Launch of its R2 Artificial Intelligence Model - Reuters
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Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
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Google (GOOGL) Wins Salesforce (CRM) Cloud Deal in Bid to Counter Microsoft - Bloomberg
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Microsoft has cancelled data center leases in the U.S., TD Cowen says
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Cloud and communication stocks earnings preview
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Stargate To Support 75% Of Openai Computing Power - Information
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Salesforce (CRM) in Talks With Microsoft (MSFT), Oracle (ORCL) and Google (GOOGL) About Cloud Deal to Handle AI - the Information
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Quantum computing stocks jumped after Microsoft announced a new quantum chip
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Microsoft (MSFT) announces new quantum chip that could lead to more stable quantum computers
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Cloud Q4 review: Was growth healthy enough?
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OpenAI Board Rejects Musk's $97.4B Bid - Bloomberg
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Robotics Startup Figure AI In Talks For $39.5 Billion Valuation - Bloomberg
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Tevogen Bio (TVGN) CEO Addresses Short Selling and Its Potential Impact on the Nation’s Health and Prosperity
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UBS Reiterates Buy Rating on Microsoft (MSFT)
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Vague Okta, Inc. (OKTA) Comments Circulate
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OpenAI's Sam Altman provided update for GPT-4.5 and GPT-5
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NVIDIA stock falls on hot CPI, but news from this partner could bring cheer
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Elon Musk's Attorney Marc Toberoff: "Elon Musk-led Group Aims to Reestablish OpenAI as a Safety-focused, Open-source Force for Good" - Reuters
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Sam Altman to Elon Musk on Offer for OpenAI: No thank you but we will buy twitter for $9.74 billion if you want
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Elon Musk-led Consortium Makes Unsolicited Bid for Control of OpenAI, Attorney Says -- WSJ
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OpenAI Readying In-house AI Chip Design For Fabrication at TSMC in First Half of 2025 - Reuters
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NVIDIA stock soars as capex budgets swell and Blackwell ramps
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AMD (AMD) PT Lowered to $125 at Goldman Sachs
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Jefferies on DeepSeek: 'The US banning DS is a highly likely scenario, at least for consumers'
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Judge Yvonne Gonzalez Rogers Says Wants Elon Musk to Sit on Stand, Testify - Hearing at Federal Court in California in Case Against OpenAI
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RBC Highlights Software Stocks Poised to Gain from GenAI Innovations Like DeepSeek
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Northland on AMD (AMD): 'We think CSPs have good visibility in AMD's product roadmap and are confident in their ability to execute'
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Wall Street analyst lists 7 reasons to own the Magnificent 7
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OpenAI o3-mini is now available in ChatGPT and the API
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OpenAI in Talks For Investment Round Valuing it Up To $340B - WSJ
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CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490
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Microsoft (MSFT) PT Lowered to $510 at UBS
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TD Cowen Reiterates Buy Rating on Microsoft (MSFT)
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Stifel Reiterates Buy Rating on Microsoft (MSFT)
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Microsoft commentary read-through to Bitcoin miners - Cantor Fitzgerald
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RBC Capital on Microsoft (MSFT): 'We Would Be Buyers of Weakness'
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What Tesla, Meta, and Microsoft said about DeepSeek and AI spending
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Microsoft (MSFT) PT Lowered to $490 at BMO Capital on 'Disappointing Azure Trajectory'
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Piper Sandler on Microsoft (MSFT): 'Buy the Weakness'
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Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'
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KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) as DeepSeek Adds Pressure
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Guggenheim Reiterates Neutral Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Lowered to $511 at Bernstein as 'Core Azure Disappoints'
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Microsoft (MSFT) PT Lowered to $500 at Mizuho
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Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
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JPMorgan Reiterates Overweight Rating on Microsoft (MSFT)
