The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...
Microsoft on Tuesday revealed new custom chips aimed at powering workloads on its Azure cloud and bolstering security, particularly a new hardware accelerator that can manage data processing, ...
Microsoft has stood up 1GW of data center capacity in Q2 of FY2026 alone, in another quarter of heavy spending. This is a ...
Microsoft will pause Azure Monitor legacy agent data uploads for 12 hours on January 26, 2026, as a final test before ...
Both Microsoft and Meta Platforms have strong investment cases right now.
Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
Microsoft shares fell about 10% in Thursday trading, erasing roughly $357 billion in market value in a single session. The ...
Microsoft intends to expand in a place where it's been welcomed, months after backing down on a rezoning attempt in an ...
Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm ...
Enterprise AI needs one thing if it’s to get around the limitations of large language models and deliver the results businesses need from their agents. It doesn’t matter if you’re building ...