Microsoft slides as Stifel downgrades on AI spending, Azure issues

For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...

Cognizant outlines 2026 revenue growth target of 4% to 6.5% while expanding AI builder strategy

Guidance for 2026 is more specific, projecting revenue growth of 4% to 6.5% vs. prior guidance for 6% to 6.3% (for 2025). Management now provides a clearer breakdown of inorganic vs. organic ...