Salesforce CEO Marc Benioff questioned whether Big Tech's AI investments are delivering results.Salesforce is focusing on AI integration, not building costly data centers, Benioff said Wednesday.The ...

Learn more here. Operator Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A question-and ...

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

Mark Moerdler; Analyst; Sanford C. Bernstein & Co. Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder ...

Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...

Microsoft (NASDAQ: MSFT) has quickly emerged as a leading player in the generative AI race through internal investments in ...

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up ...

Salesforce CEO and co-founder Marc Benioff called concerns that agentic artificial intelligence could mark the end of ...