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

This was not an issue for Amazon’s October earnings, as its shares jumped almost 10% following better than expected revenue ...

Cloud computing is rarely front-facing, but at the same time, it underpins a lot of data-intensive and scalable digital ...

Following each company's quarterly results, Microsoft (NASDAQ: MSFT) sold off by about 10%, while Meta Platforms (NASDAQ: ...

Amazon sales surged 14% during the fourth quarter, helped by strong holiday spending and a better-than-expected growth in its ...

It is at present a clear sign that the world of technology has shifted almost entirely to the cloud. Whether it is Netflix ...

The AMD-based VMs use Azure Boost, Microsoft’s system for offloading infrastructure tasks from the host CPU to specialized ...

Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade. ・The analyst said that when combined ...

The recent share price drop in Microsoft stock looks like an overreaction.

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

Now, it’s worth noting Stock Advisor’s total average return is 894 % — a market-crushing outperformance compared to 194% for ...

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...