Microsoft

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read

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Finance

Can the S&P 500 Sustain a #HotStockSummer?

On Tuesday, the S&P 500 closed down 0.3%, snapping a remarkable streak of six straight closing highs through Monday.

2 min read
Photo via Ed Hardie

CIO Upside

Microsoft SharePoint Attacks Show Weaknesses of On-Prem Storage vs. Cloud

‘Given enough of an attack surface … it is going to be attacked’

2 min read
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Big Tech

Google Search Weathers AI Storm — For Now

The cannibalization of traditional search by AI chatbots is difficult to quantify, though by all accounts AI is already taking some nibbles.

2 min read

Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

Photo via Sven Hoppe/dpa/picture-alliance/Newscom

The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read

Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

Photo via Walid Berrazeg / SOPA Images/Sip/Newscom

In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read

Artificial Intelligence

Salesforce Boosts Bet on Agentic AI With $8B Informatica Takeover

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Salesforce’s offer beat out competitors including Cloud Software Group and Thoma Bravo, according to The Wall Street Journal.

1 min read

Photo via Connor Lin / The Daily Upside

Finance

Magnificent Seven Burns Short-Sellers as Goldman Banks on a Comeback

The Mag 7 companies have been weighed down by an unholy economic trinity: tariffs, AI disruption, and antitrust.

2 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

Microsoft Patent Weeds Out False Alarms in AI-Powered Cloud Security

Though cloud demand is bursting, AI has a habit of making cybersecurity tricky.

1 min read
Photo via Jeff Chiu / AP

CIO Upside

Big Tech Conferences Highlight Commitment to Agentic AI

Information technology leaders want to give enterprises a “clear-cut path” to ROI.

2 min read

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