Rishi Jaluria, RBC Capital Markets managing director and software equity analyst, reacts to Microsoft's earnings report.

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...

Alex Stamos, SentinelOne chief information security officer, outlines the security concerns related to DeepSeek's app and the ...

Chinese AI chatbot DeepSeek has displaced OpenAI’s ChatGPT as the most downloaded app on the Apple App store and the market ...

Jim Cramer, the host of Mad Money, recently shared his thoughts on the upcoming earnings season, emphasizing that investors ...

Fears that the AI gold rush could be under threat rocked Wall Street on Monday following the emergence of a ChatGPT-like ...

DeepSeek's "breakthrough" AI model has "stirred awe and consternation in Silicon Valley", said Bloomberg. It "carries ...

Today’s AI datacentres are driving down the same route the US car makers took in the 1960s and 70s, with muscle cars and a growth path powered by bigger is better. No doubt president Trump’s “trump ...

Fears of upheaval in the AI gold rush rocked Wall Street on Monday following the emergence of a popular ChatGPT-like model ...

Chinese artificial intelligence company DeepSeek is threatening to bring to an end the Wall Street artificial ...

The debut of China’s DeepSeek AI lab is raising doubts about the billions of dollars the tech sector is investing in data centers.