Buffett isn't known as a technology investor, but his portfolio still includes some exposure to the quantum computing ...

Microsoft (NASDAQ:MSFT) regained cloud momentum as Azure grew 34% in Q1outpacing both AWS and Google Clouddriven largely by non-AI migrations and tighter execution.Warning! GuruFocus has detected 2 ...

Pegasystems PEGA is capitalizing on the momentum of its generative AI (Gen AI) strategy, with its AI-powered, low-code tool ...

Microsoft MSFT presents a compelling investment opportunity for 2025 despite its premium 11.76x P/S valuation, which exceeds the Zacks Computer-Software industry average of 9.8 times, driven by ...

Enterprises wanting to avoid hyperscalers have typically chosen private clouds, managed service providers, or colocation, but ...

Figma's IPO filing reveals a staggering $300,000 daily spend on AWS, totaling $100 million annually, or 12% of its $821 ...

The Cloud Infrastructure Service Providers of Europe, aka CISPE, is a trade body that acts on behalf of 30 plus independent ...

Microsoft has added preview support for the Model Context Protocol (MCP) to its Azure AI Foundry Agent Service, aiming for ...

Amazon Web Services (AWS) is set to launch its AI agent marketplace next week, partnering with AI firm Anthropic in a direct ...

While Microsoft technologies remain core to many enterprises, workloads routinely connect across trust boundaries – from on-prem infrastructure to Azure, AWS, Google Cloud, and external APIs.