Materne is expecting more details on Microsoft's earnings call on Wednesday. He's optimistic that the new structure will result in a boost to Microsoft's earnings, as Materne estimates that OpenAI is ...

The chipmaker at the heart of the AI boom was one of the top performers in the S&P 500 Tuesday, helping push the index to an ...

For Q1, Microsoft is expected to report adjusted earnings per share of $3.68 on revenue of $75.5 billion, according to ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily ...

Microsoft's (NASDAQ:MSFT) altered deal with OpenAI (OPENAI) — which gives Microsoft a $135B stake in the ChatGPT maker — ...

ChatGPT’s parent has ditched its quirky structure, relaxing Microsoft’s exclusive grip. The tech giant gets 27% of the $500 ...

Oracle to launch Digital Assets Data Nexus, aiding banks in creating, managing, and integrating blockchain-based digital ...

Oracle Corporation gained luster in 2025, outperforming market as it demonstrated ambition to leapfrog its peers. Learn more ...

Oracle Corporation (NYSE:ORCL) is one of the. On October 20, Monness analyst Brian White maintained a “Neutral” stance on the ...

Oracle may have joined the artificial intelligence party a little late, but it has nonetheless managed to position itself as a major player. We can see that the company's AI plans are going forward, ...

Microsoft and OpenAI on Tuesday said they have reached a new agreement that lets the ChatGPT developer move forward with its ...

JPM's top strategist shifts stance on Oracle's debt, calling his viral 500% D/E chart "misleading" but notes D/EBITDA is ...