The daily routine of an IT professional remains largely reactive. A lot of time and budget is spent responding to tickets, limiting the time that we spend creating systems that drive growth and ...
Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read more on MSFT stock here.
A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...
Discusses Preliminary Financial Results, Churn Impact, and Strategic Progress in Key Verticals February 3, 2026 8:00 AM ...
When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.
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