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

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

That's huge news, as it shows that Meta will still deliver solid growth despite spending a ton and increasing operating ...

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...

Microsoft (NASDAQ: MSFT) reported second-quarter revenue of $81.3 billion, surpassing Wall Street expectations, with Azure ...

Microsoft saw its Azure cloud-computing business grow revenue at a 38% clip in the December quarter, when adjusting for ...

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

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

When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing strong growth, both are leaning heavily into artificial intelligence (AI), ...

International Business Machines Corporation IBM and Microsoft Corporation MSFT are two of the leading players in the global cloud computing industry. IBM offers cloud and data solutions that aid ...

It's been a brutal start to 2026 for Microsoft (NASDAQ: MSFT) investors. In just over a month, the stock is down about 18% ...