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I'm upgrading C3.ai to a strong buy as recent CEO exit concerns are overblown given the company's partner-led sales model. C3.ai's partnerships, especially with Microsoft Azure, are driving explosive partner-led bookings growth and supporting long-term sales momentum. Recent strong earnings results from Microsoft are a positive read-through for C3.ai's own earnings, expected sometime in late August.
CNBC's MacKenzie Sigalos reports on escalating hyperscaler race against Microsoft and Alphabet to dominate AI infrastructure.
Daniel Rubino (@WindowsCentral) dives into this week's big tech earnings and says Microsoft (MSFT) displayed a strong position for future A.I. growth. He says the breakout Azure numbers show "confidence" from the company's leadership as it attempts to gain market share against Amazon's AWS.
Key Points in This Article: Tech giants are significantly increasing capital expenditures, with over $100 billion planned for 2025, largely directed toward AI infrastructure reliant on specialized chips.
Amazon stock tumbled Friday after its Q2 cloud revenue growth disappointed compared to results from Google and Microsoft.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Microsoft became the second company to pass a $4 trillion market cap mark after a blowout earnings release on Wednesday afternoon. That release showed quarterly revenue up 18% year over year, and net income up 24%, which resulted in Microsoft shares increasing more than 4% on Thursday, bringing the company's overall value past $4 trillion.
Microsoft is fighting to keep its consumer AI division, led by its AI CEO Mustafa Suleyman, from getting dragged into the copyright lawsuit filed by The New York Times and other news organizations against Microsoft and OpenAI.
MSFT and META soared on blowout earnings, with MSFT joining the $4-trillion market-cap and fueling ETF plays like XLK, VGT, MAGS and FNGS.
Brazil's antitrust enforcer CADE has opened an investigation into Microsoft , days after Norwegian browser Opera complained about Microsoft's Edge, according to a CADE statement published late Thursday on its website.