Are we in an AI bubble? What tech leaders and analysts are saying
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and…
Microsoft’s Nadella wants us to stop thinking of AI as ‘slop’
A couple of weeks after Merriam-Webster named “slop” as its word of the year, Microsoft CEO Satya Nadella…
CEO Satya Nadella Is Doubling Down on AI at Microsoft. Does That Make MSFT Stock a Buy Here?
In a bold move that is reshaping the future of one of the world’s most valuable companies, Microsoft…
Nadella Takes Direct Control of Microsoft AI
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) CEO Satya Nadella is getting deeply involved in the company’s…
Microsoft AI’s design head has an ‘AI deadline’ for her entire team: Every person in the studio will become…
Microsoft AI’s design chief aims for her 200-person team to be fully AI-fluent by year-end, a significant step…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Microsoft CEO Satya Nadella on when he is told: Claude is going to kill Microsoft, Cursor is going to kill Microsoft, it’s…
Microsoft CEO Satya Nadella brushed off concerns about losing coding assistant market share to upstart competitors, calling the…
Microsoft chief Satya Nadella agrees with OpenAI CEO Sam Atlman’s $100 billion revenue claim, says: ‘They have to …’
Microsoft CEO Satya Nadella has weighed in on the revenue projections from leading artificial intelligence (AI) labs, including…
Altman and Nadella need more power for AI, but they’re not sure how much
How much power is enough for AI? Nobody knows, not even OpenAI CEO Sam Altman or Microsoft CEO…
Sam Altman says ‘enough’ to questions about OpenAI’s revenue
OpenAI CEO Sam Altman recently said that the company is doing “well more” than $13 billion in annual…
What Microsoft CEO Satya Nadella told employees in his annual letter: We must earn our permission to…
Microsoft CEO Satya Nadella emphasized that the tech giant must “earn our permission to operate every day, in…
Strong Cloud Growth and AI Investments …
This article first appeared on GuruFocus. Revenue: $77.7 billion, up 18% year over year. Gross Margin Percentage: 69%,…