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Wall Street Lifts Microsoft Targets After Azure Tops $100 Billion

Analysts contend Copilot upsells plus Azure scale can turn heavy AI data‑center spending into higher‑margin recurring software revenue.

Palantir Posts Profitable 85% Revenue Surge While Shares Retreat

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet

ServiceNow Expands Carahsoft Alliance to Take Its AI Platform Into Regulated Private Markets

Nvidia Viewed as the Better 2026 Buy Than Palantir on Valuation

Alphabet Tops 2025 ‘Magnificent Seven,’ Overtakes Microsoft for No. 3 Market Cap

Microsoft Moves to Clarify Copilot Lineup and Permit Personal Use on Work Files

NVIDIA Releases Triton Server Version 25.07 to Patch Critical Python-Backend Flaws