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qz
CBRS' Global Expansion Boosts Growth Prospects Against NVDA & MSFT

Cerebras expands AI inference infrastructure across Europe and Canada as it targets global demand and challenges NVIDIA and Microsoft.

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qz
Agentic AI Adoption Boosts NOW's Growth Prospects Against MSFT & C

ServiceNow's Agentic AI momentum drives $1B-plus AI ACV, broader enterprise adoption and new monetization opportunities despite rising competition. [...]

Match Score: 46.42

venturebeat
From Silicon Valley to Nairobi: What the Global South’s AI leapfrogging t

<p>When I write about the cognitive migration now underway, brought about by the rapid advance of gen AI, I do so from the perspective of someone who has spent four decades in the technology ind [...]

Match Score: 40.34

Microsoft faces a high bar as Big Tech enters a make-or-break week
Microsoft faces a high bar as Big Tech enters a make-or-break week

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/f8fa50beb96a79e504454b7679523494.jpg"/><p>Microsoft (<a class="sc-1out [...]

Match Score: 33.59

Microsoft smashes Wall Street's earnings expectations — and the stock soars
Microsoft smashes Wall Street's earnings expectations — and the stoc

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/fcc59a1fd144206c56754001febc3128.jpg"/><p>Microsoft (<a class="sc-1out [...]

Match Score: 33.59

Stock shrug off recession alarms as Big Tech earnings blow off the roof
Stock shrug off recession alarms as Big Tech earnings blow off the roof

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/00e796de6c3e00c07432fbc73b464969.jpg"/><p>U.S. stock futures soared Thursday m [...]

Match Score: 33.59

Microsoft just made the AI bull case a whole lot stronger
Microsoft just made the AI bull case a whole lot stronger

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/cceb4bf8d674bbfb76751734f262dbce.jpg"/><p>Microsoft (<a class="sc-1out [...]

Match Score: 33.59

Tesla, Microsoft, and Meta follow Nvidia in Magnificent 7 stock rally
Tesla, Microsoft, and Meta follow Nvidia in Magnificent 7 stock rally

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/2382c044e58444ac7c7e3483e90446e7.jpg"/><p>The trade-war selloff <a class=&q [...]

Match Score: 31.61

Everything NVIDIA CEO Jensen Huang announced at its CES 2025 keynote
Everything NVIDIA CEO Jensen Huang announced at its CES 2025 keynote

<p>NVIDIA held its <a data-i13n="cpos:1;pos:1" href="https://blogs.nvidia.com/blog/ces-2025-jensen-huang/">CES 2025 keynote</a> last night with CEO Jensen Huang a [...]

Match Score: 30.71

Nvidia beats on earnings again — even while it's locked out of China
Nvidia beats on earnings again — even while it's locked out of China

<img class="type:primaryImage" src="https://i.kinja-img.com/image/upload/c_fit,q_80,w_636/5586a61cae1de74561ebe7607029c5cb.jpg"/><p>Nvidia (<a class="sc-1out364 [...]

Match Score: 29.63