Microsoft Corporation is the largest position in our portfolio, and I continue to reiterate my Buy rating with a price target of $635 per share, implying a 33% potential upside. MSFT faces short-term ...

While tech juggernaut Microsoft ($MSFT) may rank among industry giants, that status alone hasn’t persuaded investors to hold the line. Recently, ...

“I think time is running out,” he said. “We’re not in the 10th inning anymore, we’re in the 13th or 14th.” In December, the ...

Politics was not Lip-Bu Tan's priority - until Donald Trump made it one. That culminated in the most pivotal meetings of ...

History shows that breakthrough technologies don’t just slot into existing systems, they make us rethink those systems ...

Oracle faces investor angst ahead of earnings as OpenAI exposure, rising capex and debt reliance weigh on shares despite massive AI-driven backlog growth.

While technology leaders from Nvidia, AMD, OpenAI, Amazon, Google and Palantir had all recently traveled to see Trump, the ...

To further expand its AI technology, IBM has turned to acquisitions -- and one of its next ones will be Cognitus. On the ...

TAE focuses on nuclear fusion, a technology that combines two light atomic nuclei to form a single heavier one. It releases enormous amount of energy, a process that occurs on the sun and other stars, ...

After a Trump attack over China links, Intel CEO Lip-Bu Tan struck a landmark Oval Office deal, securing billions and a US ...