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Microsoft's cloud strategy remains strong, with Azure growth projected at 37%-38%, despite recent sell-offs. The company is expanding its sovereign cloud offerings, enhancing data security and operational resilience, which positions it well in the competitive AI landscape. This focus on cloud innovation is crucial as demand for AI-driven services continues to rise.
Latest News
| Title | Published |
|---|---|
ESW Launches MissionReady365™ to Accelerate Microsoft 365 Staffing for Government Projects NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- ESW today announced MissionReady365™, a specialized service that enables government agencies and contractors to rapidly deploy experienced, full-time Microsoft 365 professionals for mission-critical projects. MissionReady365™ addresses a persistent challenge in government IT: securing qualified Microsoft 365 resources quickly enough to meet project timelines and funding cycles. The service provides immediate access to vetted, full-time M365 consultants | about 6 hours ago |
Big Tech Accounting Creates a Blind Spot in the AI Boom Just five big tech companies are projected to spend a total of $3 trillion on property and equipment over the next four years, and that rapid growth is making it harder to analyze their earnings. The surge in capital spending for things like new gigantic data centers means depreciation expenses will be soaring in the coming years. As capital expenditures have skyrocketed, controversies have occasionally flared over companies’ moves to extend the useful lives of the assets they are depreciating. | about 6 hours ago |
Rosenblatt Raises Price Target For Arista Networks (ANET) Rosenblatt Raises Price Target For Arista Networks (ANET) | about 7 hours ago |
Rosenblatt Raises Price Target For Arista Networks (ANET) Arista Networks (NYSE:ANET) is one of the 11 best communication equipment stocks according to hedge funds. On February 10, Michael Genovese from Rosenblatt raised his price target for Arista Networks (NYSE:ANET) from $140 to $165. He reaffirmed his Neutral rating on the stock, which now offers a 20% upside potential at the prevailing level. Genovese’s […] | about 7 hours ago |
Markets mostly rise as stong US jobs data ease economy worries Markets mostly rise as stong US jobs data ease economy worries | about 8 hours ago |
Amazon, Microsoft, and Alphabet All Reported Robust Cloud Growth. 1 Was a Clear Winner Demand for artificial intelligence (AI) has ignited cloud growth, but the competition is fierce. | about 8 hours ago |
AI Agents and the Jobs Report Jitter: A Wall Street Balancing Act Wall Street paused its recent rally as a robust January jobs report cooled expectations for a swift Federal Reserve pivot, while the burgeoning "AI agent" narrative sent shockwaves through the software sector, creating a stark divide between winners and losers. | about 8 hours ago |
ESW Launches MissionReady365™ to Accelerate Microsoft 365 Staffing for Government Projects
NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- ESW today announced MissionReady365™, a specialized service that enables government agencies and contractors to rapidly deploy experienced, full-time Microsoft 365 professionals for mission-critical projects. MissionReady365™ addresses a persistent challenge in government IT: securing qualified Microsoft 365 resources quickly enough to meet project timelines and funding cycles. The service provides immediate access to vetted, full-time M365 consultants
Big Tech Accounting Creates a Blind Spot in the AI Boom
Just five big tech companies are projected to spend a total of $3 trillion on property and equipment over the next four years, and that rapid growth is making it harder to analyze their earnings. The surge in capital spending for things like new gigantic data centers means depreciation expenses will be soaring in the coming years. As capital expenditures have skyrocketed, controversies have occasionally flared over companies’ moves to extend the useful lives of the assets they are depreciating.
Rosenblatt Raises Price Target For Arista Networks (ANET)
Rosenblatt Raises Price Target For Arista Networks (ANET)
Rosenblatt Raises Price Target For Arista Networks (ANET)
Arista Networks (NYSE:ANET) is one of the 11 best communication equipment stocks according to hedge funds. On February 10, Michael Genovese from Rosenblatt raised his price target for Arista Networks (NYSE:ANET) from $140 to $165. He reaffirmed his Neutral rating on the stock, which now offers a 20% upside potential at the prevailing level. Genovese’s […]
Markets mostly rise as stong US jobs data ease economy worries
Markets mostly rise as stong US jobs data ease economy worries
Amazon, Microsoft, and Alphabet All Reported Robust Cloud Growth. 1 Was a Clear Winner
Demand for artificial intelligence (AI) has ignited cloud growth, but the competition is fierce.
AI Agents and the Jobs Report Jitter: A Wall Street Balancing Act
Wall Street paused its recent rally as a robust January jobs report cooled expectations for a swift Federal Reserve pivot, while the burgeoning "AI agent" narrative sent shockwaves through the software sector, creating a stark divide between winners and losers.