We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on MSFT.

OpenAI—which faces multiple lawsuits for using content without permission—accuses DeepSeek of 'distillation,' a technique that use larger models' outputs to improve smaller ones.

Amazon and Lionsgate have struck a streaming deal to have as many as 20 Lionsgate theatrical releases stream on Prime Video each year.

Amazon's Prime Video inked a deal with Lionsgate for an exclusive streaming window on the studio's films after an initial run on Starz.

On Wednesday, OpenAI shared with ZDNET that there are 10 Sora generations per second worldwide. That translates to 600 videos being generated every minute. The top five cities for Sora adoption are Seoul, New York City, Tokyo, Los Angeles, and Singapore, listed from highest to lowest.

Starting in 2026, Prime Video will also be able to select premium titles from Lionsgate’s catalog, including such premium franchises as John Wick, Twilight, Divergent, Saw and Emmy-winning TV series like Nurse Jackie and Weeds, among others.

Chinese artificial intelligence company DeepSeek disrupted Silicon Valley with the release of cheaply developed AI models that compete with flagship offerings from OpenAI — but the ChatGPT maker suspects they were built upon OpenAI data.

The sudden popularity of the Chinese chatbot drove a huge plunge in shares of Nvidia. But other A.I. powerhouses rallied. Here’s why.

Panels aren’t going away, mind. Panel data will be part of Nielsen’s Big Data + Panel offering, which earned Media Rating Council accreditation last week. That product, which will be Nielsen’s endorsed currency during the upfronts this year, combines panels with data from set-top boxes and smart TVs.

The early investor in OpenAI tells VF that Big Tech’s proximity to Donald Trump is “really important” and argues that DeepSeek’s breakthrough in China demonstrates how “strong the competitive talent” is that America faces.

ABC News has live coverage of the inauguration of President Trump beginning at 6 a.m. until approximately 11 p.m. WXOW-TV picks up the coverage starting at 7 a.m. Watch the ceremonies in the video ... Chew, Amazon founder Jeff Bezos and OpenAI CEO ...

While the firm’s investments in AI stand to increase its capital expenditure considerably over the next few years, the firm’s advertising business remains a cash-generating machine, churning out tens of billions of dollars of free cash flow on an annual cadence.