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Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Investors are weighing rapid AI adoption against the scale of Microsoft’s data‑center plan.

Lakehouse Backs MercadoLibre as High-Conviction Bet on Latin American E-Commerce

Pentagon AI Shift and Iran Tensions Propel Palantir’s Re‑Rating

ServiceNow Beats Q4 Targets, Unveils $5 Billion Buyback as Software Selloff Deepens

Aoris Backs SAP on Cloud and AI Thesis as Hedge Fund Interest Ticks Up

ServiceNow Gets Buy Rating as Cramer Urges Long-Term Hold After Q3 Beat

Oracle Stock Soars as Company Projects Booked Revenue Above $500 Billion

Salesforce Raises Cloud Software Prices 6% and Launches New Agentforce AI Tiers