We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure’s share rising from 14% (2021) to 21% (2025), ...
After a year of frenzied dealmaking and rumors of an upcoming IPO, the financial scrutiny into OpenAI is intensifying. Leaked documents obtained by tech blogger Ed Zitron provide more of a glimpse ...
An Azure OpenAI assistant exposed SharePoint data due to a retrieval flaw, highlighting a critical gap in custom pipelines' entitlement checks.
You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Microsoft is facing capacity constraints, and OpenAI is driving a ...
On Monday, Microsoft and OpenAI announced that they have, once again, renegotiated the deal binding the two companies. Despite some opinions on X that frame it as a victory for the ChatGPT maker over ...
Sam Altman, CEO of OpenAI, delivers remarks at the Integrated Review of the Capital Framework for Large Banks Conference at the Federal Reserve on July 22, 2025 in Washington, DC. The conference ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results