Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Some of the success stories that have come out of Silicon Valley are so legendary that they are almost hard to believe. One of the most interesting case studies out of the Bay Area in recent history ...

Peter Thiel is a billionaire investor from Silicon Valley. His hedge fund recently dumped Nvidia stock in favor of new artificial intelligence positions. Investing in Apple and Microsoft may be the ...

Microsoft and Linux are adding AI and Rust to their pipelines. Microsoft is leaning much harder into AI development than Linux. Both are expanding Rust, but neither OS will be fully Rust soon.

Azure CTO Mark Russinovich’s annual “Inside Azure Innovations” presentations give us a look at cooling innovations, bare-metal servers, and better storage. As 2025 comes to an end, it seems fitting to ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

Microsoft continues to dominate the cloud computing landscape with impressive numbers that showcase the company’s position at the forefront of the artificial intelligence revolution. The tech giant’s ...

My little theory is that the concept of “imprinting” in psychology can just as easily be applied to programming: Much as a baby goose decides that the first moving life-form it encounters is its ...

As agent-based AI systems grow more sophisticated, developers are moving well beyond basic Retrieval-Augmented Generation (RAG) into a new era of autonomous, tool-integrated, and multi-agent ...