Microsoft and AMD have extended their strategic partnership to deploy AMD's next-generation Helios AI infrastructure on Microsoft Azure. This includes rolling out AMD Helios rack-scale systems designed for large-scale AI inference workloads, combining AMD's latest GPUs, processors, networking tech, and software. Microsoft will also introduce new virtual machines powered by AMD EPYC processors and expand AMD networking tech within Azure. This collaboration aims to enhance Azure's AI infrastructure options, providing customers with improved performance and scalability for AI applications. AMD expects to start shipping Helios systems in the second half of 2026.
Lovable, a vibe-coding platform, has exceeded an annual run-rate revenue of $600 million, up from $500 million in June. The company has grown its enterprise business significantly, with two-thirds of Fortune 500 companies, including Microsoft, NVIDIA...
Apple is showing a slight pullback after forming a potential double top pattern near its recent high, with value buyers likely to step in if prices dip. Microsoft remains range-bound below a key resistance at $518, with a breakout needed to resume it...
The Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) is rated a Hold due to slowing dividend growth and limited upside from key contributors like Microsoft, Chevron, and ExxonMobil. Its recent total return of about 17.6% was mainly driv...
Microsoft Corporation is demonstrating strong recovery and bullish momentum, driven by a 43% year-over-year growth in its Azure cloud services, with management projecting an even stronger 45% growth ahead. The company has a massive $678 billion comme...
Stifel Financial upgraded Microsoft from Hold to Buy, raising its price target to $575 due to strong growth prospects in Azure cloud services and Microsoft 365 Copilot. The analyst highlighted Azure's 43% year-over-year revenue growth and over 30 mil...
