Michael Dell thinks his fellow technology founders need more tailored advice. BDT & MSD, the merchant bank whose advisory board he chairs, is expanding its business to help them get it.The firm is hiring Ryan Nolan,

Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's new AI model was emerging to challenge U.S. dominance in the sector, a Goldman Sachs note said.

Mark Murphy, an analyst from J.P. Morgan, maintained the Buy rating on Microsoft (MSFT – Research Report). The associated price target remains

SoftBank is in talks to inject up to $25 billion directly into OpenAI, positioning the Japanese tech conglomerate to become the ChatGPT maker's largest financial backer, according to initial reporting from the Financial Times on Wednesday evening.

Goldman Sachs reiterated its Buy rating and $500.00 price target for Microsoft Corporation (NASDAQ:MSFT), following the company's mixed financial results for the second quarter of fiscal year 2025. The investment firm pointed to the ongoing investor concerns over the growth pace of Microsoft's Azure cloud services,

Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming the broader market.

Investment bank reckons gas is best placed to quickly fill crucial 'baseload' gap needed to supply booming demand

Goldman Sachs has introduced the GS AI Assistant to 10,000 employees, with plans to expand its use across the organisation. The AI tool performs tasks such as summarising emails and translating code,

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

Argenti's broad prediction echoes comments last week in the CES keynote by Nvidia CEO Jensen Huang. Huang said onstage that "in the future, these AI agents are essentially digital workforce that work beside your employees, and do things on your behalf."

Last week, hedge funds fled their bets on tech stocks, a Goldman Sachs note from Friday and seen ... U.S. AI infrastructure after the success of OpenAI's ChatGPT. OpenAI and Japanese conglomerate ...

Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to the AI boom was not