Sources allege the Defense Department experimented with Microsoft’s version of OpenAI technology before the ChatGPT-maker ...

Generative AI is coming for software margins. But the market has chosen to punish Microsoft (MSFT) stock. While MSFT has a large software business, I expect it to be a long-term winner in the space as ...

The Defense Department alledgedly experimented with OpenAI models through Microsoft even when the company’s policies prohibited military use.

In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive ...

Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...

It felt as if the monster software stock sell-off of last week had abated. Microsoft was a poster boy for that bearish wave. Microsoft benefited from several positive developments as the trading week ...

I am trying a new way to think about the market. The reason is that market participants have been dumping software-related names, and thinking about this sell-off in generalities regarding equities of ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

A recent incident led Microsoft to identify an issue with its Exchange Online service that mistakenly flagged legitimate emails as phishing and quarantined them. "Some users' legitimate email messages ...

Microsoft AI CEO Mustafa Suleyman says AI will reach "human-level performance" in white-collar work. He predicts most tasks in that field can be automated within the next 12 to 18 months. Several ...

JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an ...