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Global Small Language Models (SLM) Market Size, Share, and Growth Forecast, 2026-2036 | Agentic and On-Device AI Fuel 23.5% CAGR to USD 25.59 Billion
02.11.2026 15:52
Boost AI ROI with hybrid routing, on-device deployment, and specialized small models that cut inference costs and unlock tooling and managed services opportunities.Dublin, Nov. 02, 2026 (GLOBE NEWSWIRE) -- "Small Language Models (SLM) Market Size, Share, and Industry Analysis - Global Forecast to 2036" has been added to ResearchAndMarkets.com's offering. The global small language models market was valued at USD 2.35 billion in 2025 and is estimated to reach USD 3.10 billion in 2026. Revenue is p
Apple Vs.Microsoft: Margin Expansion Is Apple’s Massive Advantage
02.11.2026 15:45
Apple and Microsoft both crushed earnings estimates, but one is quietly pocketing far more of every dollar it earns while the other bets billions on infrastructure that has yet to pay off. The gap between their margin trajectories reveals which tech giant is winning the AI era on its own terms.
Microsoft’s Bond Issuance is Textbook Structural Strategy So I Buy, Not Panic
02.11.2026 15:45
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill them, so I opened my brokerage app and bought more.
Microsoft Corp.’s (MSFT) AI Advantage: Scale, Trust, and Economic Value
02.11.2026 15:16
Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class C returned 4.5% (+3.1% alpha). The letter can be downloaded here. Targeting 8–12% annual net returns over a 5–7 year market cycle, the fund benefited from 15% median […]
JPMorgan's shocking capital expenditures estimates for Amazon, and worries for McDonald's ahead
02.11.2026 15:12
Yahoo Finance Executive Editor Brian Sozzi breaks down all the top headlines of the trading day, including how hyperscalers have gotten "silly cheap," Nvidia's (NVDA) "unbelievable" valuation, and why McDonald's (MCD) earnings should have investors worried. Sozzi also sits down with the Founder & CEO of JC2 Ventures and Former Cisco Executive Chairman & CEO John Chambers to discuss the current state of the tech market.
‘They sell the big hot dogs’: The companies that hyperscalers trail in valuations
02.11.2026 15:05
Yahoo Finance Executive Editor Brian Sozzi walks through a chart showing Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL) trading at lower forward P/E multiples than consumer staples and retailers like Costco (COST), Walmart (WMT), Coca-Cola (KO), and Home Depot (HD).
Small and Medium-Sized Businesses (SMBs) IT Spending Market Report 2026 | Capture $1.10T by 2030 as Microsoft, Amazon, Google, Dell, and Cisco Scale Cloud and Cybersecurity
02.11.2026 14:48
Boost ROI with pay-as-you-go cloud, IT and cyber benchmarking, managed services, infrastructure modernization, and outsourced support to cut costs and improve resilience.Dublin, Nov. 02, 2026 (GLOBE NEWSWIRE) -- "Small And Medium-Sized Businesses (SMBs) Information Technology (IT) Spending Market Global Report 2026" has been added to ResearchAndMarkets.com's offering. SMB Information Technology Spending Market to Reach $1.10 Trillion by 2030 as Cloud Adoption Accelerates The global small and med
Mobile Edge Computing Market 2026: Global Forecast to 2030 | Capitalize on 29.4% CAGR to $7.7 Billion as AWS, Microsoft, NVIDIA and Verizon Scale 5G Edge AI
02.11.2026 14:46
Profiles Google, Microsoft, Samsung, NVIDIA and AWS, covering their mobile edge computing roles, innovations, 5G integration, low-latency processing and edge infrastructure.Dublin, Nov. 02, 2026 (GLOBE NEWSWIRE) -- "Mobile Edge Computing Market Global Report 2026" has been added to ResearchAndMarkets.com's offering. Mobile Edge Computing Market Projected to Reach $7.7 Billion by 2030 as 5G and Edge AI Adoption Accelerate The global mobile edge computing market is experiencing exponential growth
Microsoft Corp. (MSFT) Surges 37.8% on Record Quarterly Gains
02.11.2026 14:41
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
Valuation Compression Pulls Down KLA (KLAC) Despite Raised Outlook
02.11.2026 14:39
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
Applied Materials (AMAT) Slides Despite EPS Surge and Higher Analyst Estimates
02.11.2026 14:36
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
GE Aerospace (GE) Falls Alongside Industrials
02.11.2026 14:34
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
McKesson (MCK) Surged 13% Following Strong Q3 Results
02.11.2026 14:28
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
Selling Verisk Analytics (VRSK) in Pursuit of Stronger Growth and Dividends
02.11.2026 14:26
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipment holdings weighed against gains in tech. Despite this relative drag, the strategy […]
OpenAI Makes Unusual Move as AI Backlash Grows
02.11.2026 14:20
The company is trying to reshape how communities view massive AI infrastructure.
Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase
02.11.2026 14:10
Marvell stock falls Monday after the company agrees to acquire Lumentum at a value of $115 billion.
Microsoft (MSFT) Stock Gets Fair Value Bump On Azure And AI Optimism
02.11.2026 14:07
Microsoft just saw its fair value price target reset from US$599.24 to US$628.81, which reflects a modestly higher implied upside in current analyst models. This shift lines up with recent research that skews toward optimism, pointing to strength around Azure, M365 and AI monetization, while still acknowledging a mix of bullish and more cautious views. As you read on, you will see how to track these moving targets and keep up with the evolving Microsoft narrative. Analyst Price Targets don't...
8x8 Earns Microsoft Certification to Simplify Global Calling with 8x8 Voice for Microsoft Teams
02.11.2026 14:00
CAMPBELL, Calif., November 02, 2026--8x8, Inc. (NASDAQ: EGHT) has earned Microsoft certification for its session border controller technology for both Direct Routing and Operator Connect
Syndigo Signs Multi-Year Strategic Partnership Agreement with Microsoft to Develop and Co-Sell AI-Powered Commerce Solutions
02.11.2026 14:00
CHICAGO, Nov. 02, 2026 (GLOBE NEWSWIRE) -- Syndigo today announced a multi-year strategic partnership agreement with Microsoft to develop AI-powered commerce solutions integrating Microsoft Foundry, Agent 365 and other services and bring them to market through Microsoft's global sales organization. The agreement advances Frontier Commerce, Syndigo's vision for bringing Frontier Transformation to commerce: using AI to amplify the product intelligence brands and retailers already own and put it to
Nomura flags this tech pocket as ’portfolio shelter’ from AI spending pressure
02.11.2026 13:43
Investing.com -- One corner of the tech sector offers "portfolio shelter" from the AI spending race, Nomura analysts say, pointing to deteriorating cash flow in big tech while cash piles up at companies on the other side of the trade, whose valuations assume earnings have peaked.