Microsoft: Looking Through Legacy Business Noise; Short-Lived Assets Require Elevated Capex
By Johnny Zhang Publication Date: 2026-05-30 07:00:00 Microsoft outlook: Azure growth, $190B capex, and FY2026 FCF resilience. MSFT’s 24x non-GAAP…
Tag: assets
The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets
By Anissa Gardizy Publication Date: 2026-05-18 17:18:00 Good morning, Anissa here!The AI boom requires an enormous amount of new power…
A Michigan farming town has rejected plans for a massive OpenAI Oracle data center. Construction began weeks later | Assets
By Sharon Goldman Publication Date: 2026-05-06 07:00:00 In Saline Township, Michigan, as in most communities, homeowners looking to build a…
Fortune Archives: The Buffett Indicator Explained by the Oracle of Omaha Himself | Assets
By Shawn Tully Publication Date: 2026-04-26 11:00:00 In the December 2001 issue of Assetswrote Warren Buffett a seminal seven-page article…
Thousands of CEOs admit that AI has had no impact on employment or productivity – and economists are reviving a paradox from 40 years ago Assets
By Sasha Rogelberg Publication Date: 2026-04-19 14:58:00 In 1987, Nobel Prize-winning economist Robert Solow made a stark observation about the…
Why Oracle’s new CFO Hilary Maxson is key to its AI ambitions | Assets
By Sheryl Estrada Publication Date: 2026-04-08 12:53:00 Good morning Hilary Maxson takes on the CFO role at oracle at a…
After all that furore over Nvidia’s AI-powered DLSS 5 makeover of Resident Evil Requiem, Capcom promises gen-AI assets won’t be part of its games any time soon
By Fran Ruiz Publication Date: 2026-03-23 16:21:00 We’ve seen a slew of comapnies clarify their stance on generative AI over…
HPE Assets Struggled With Buyer Interest in Antitrust Divestment
By Leah NylenJosh Sisco Publication Date: 2026-03-23 17:22:00 Hewlett Packard Enterprise Co. struggled to interest some investors and other technology…
HPE assets struggled with buyer interest in antitrust divestment – Bloomberg News
By TradingView Publication Date: 2026-03-23 17:33:00 — Source link: https://tinyurl.com/4y6xntjv– Note: Reuters has not verified this story and does not…
Cognite and NVIDIA Operationalize NV-Tesseract with Aker BP to Transform Industrial Anomaly Detection and Safeguard Critical Assets
By Business Wire Publication Date: 2026-03-23 13:00:00 Strategic integration combines Cognite’s Industrial Knowledge Graph and AI agents with NVIDIA’s time-series…