microsoft

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.

AI will accelerate wealth winners in markets, as capitalism falls to mega-cap tech and online landlords create more wealth for investors.

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.

Munro Partners' Nick Griffin is backing AI via one company determined not the miss out on the revolution.

Why bother investing in Australia at all?

Growth investing is a new game with new rules and new players

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...

Yesterday, Microsoft’s acquisition of video game maker Activision Blizzard was approved by shareholders, with 98% of shares voting in favour, but what does this mean...