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Analysts are divided on Oracle's financial risk from its OpenAI partnership, with one expert highlighting potential losses while another defends its debt-financed strategy which has yielded a 12% return on invested capital.
Microsoft CEO Satya Nadella met with Gautam Adani, who was indicted for fraud in 2023, to discuss an AI partnership following Microsoft's announcement of a $17.5 billion investment in India.
A December 2025 Gartner report names Microsoft and Google the top enterprise AI vendors, even as data shows 97% of businesses struggle to prove the technology's business value.
Nextech3D.AI announced on December 18, 2025, that it has secured major technology clients including Netflix, Microsoft, and Google for contracts beginning in 2026.
On December 18, 2025, TSplus Academy announced new resources for its Remote Access version 18.60, updating its competitive analysis against Microsoft RDS and Citrix.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
On December 18, 2025, investment experts debated the S&P 500's heavy concentration in the Magnificent Seven, with PNC's CIO calling for a 'recalibration' of what she termed 'nonsensical' valuations.
Stock analysis suggests selling Restaurant Brands (QSR) and Kura Sushi (KRUS) due to slowing growth and high debt, while recommending Microsoft (MSFT) for its strong fundamentals and 15.6% revenue growth.
Reply was recognized as a Microsoft Azure Expert Managed Services Provider for the sixth consecutive year on December 18, 2025, reaffirming its expertise in delivering high-quality cloud solutions.
Worldwide data center capital expenditures increased 59% year-over-year in Q3 2025, driven by broad-based AI investment from hyperscale cloud providers like Amazon, Google, Microsoft, and Meta.
A growing backlash against data centers from communities concerned about rising energy costs is creating political and operational hurdles for major technology companies like Google, Amazon, and Meta in their race to build out AI infrastructure.
Cognizant and Microsoft announced a multi-year expansion of their partnership on December 18, 2025, to co-develop and sell AI solutions to enterprise clients.
Clyde Companies completed a major digital transformation on December 18, 2025, by launching Microsoft Dynamics 365 and SIS Construct 365 to enhance operational efficiency and project management.
China's state-backed advancements in AI, including chip development and low-cost electricity, pose a significant competitive threat to the U.S. AI industry, which is hampered by infrastructure and funding challenges.
OpenAI has sold over 700,000 ChatGPT licenses to U.S. public universities, securing a dominant market position with aggressive pricing at roughly $2.50 per user, far below Microsoft's rates.
Anthropic's $15 billion funding round, backed by NVIDIA and Microsoft, signals intensifying competition in the AI sector as Google's new Gemini 3 model bypasses NVIDIA's hardware.
Wall Street analysts identified 11 S&P 500 stocks as recommended buys for 2026 on a day the S&P 500 index rose 0.73%.
The iShares Expanded Tech-Software Sector ETF (IGV) has reached $8.13 billion in assets under management, with its top 10 holdings accounting for 61.86% of the portfolio.
On December 17, 2025, AI compliance firm Archive Intel integrated its platform with Microsoft Dynamics 365, automating contact syncing to streamline text message archiving for financial institutions.
SoundHound AI is expanding its voice AI technology into the healthcare market to compete with Microsoft and IBM, even as its stock has fallen 42.5% over the past year.