With AI adoption expanding and Azure scaling further, Oppenheimer expects Microsoft to be “one of the long-term AI winners in ...

According to UBS’s European Equity Strategy update, Q2 earnings growth for Corporate Europe is projected to remain “quite muted,” with full-year 2025 forecasts revised down to 2% amid ongoing pressure ...

Longer term, Datadog’s robust product portfolio and category leadership position it for a return to high-teens growth and 25%+ free cash flow margins by 2027. However, near-term headwinds, including ...