Page 3 - Mark Moerdler News Today

Consumption-oriented software businesses have experienced a tough recent stretch, but Snowflake is winning cheers Thursday for showing signs of improvement.

The leadership crisis exposed Microsoft’s reliance on the AI startup, showing a need for a greater role.

These two popular technology stocks look best situated to benefit from the ongoing artificial intelligence craze, according to Bernstein.

The lasting consequences of a head-spinning week | Business

The problem is that the payoff will likely be modest at best, says Bernstein analyst Mark Moerdler.

Results putting Microsoft in the lead  Software King of the World Microsoft is kicking its rivals to the curb on the cloud.  Vole reported g...

Large cloud vendors are still helping clients work through necessary cost cuts, but Microsoft Azure has gotten a boost from artificial intelligence.

Large cloud vendors are still helping clients work through necessary cost cuts, but Microsoft Azure has gotten a boost from artificial intelligence.

Large cloud vendors are still helping clients work through necessary cost cuts, but Microsoft Azure has gotten a boost from artificial intelligence.

Large cloud vendors are still helping clients work through necessary cost cuts, but Microsoft Azure has gotten a boost from artificial intelligence.