Investors are expected to focus on cloud growth, AI spending and the recent layoffs in Amazon's corporate workforce.

Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.

Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm ...

Azure bills don’t just go up like that. They quietly grow over time, one deployment at a time, with each scale-up and every overlooked resource.

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Microsoft has introduced its in house Maia 200 AI chip as part of a wider push into custom AI infrastructure. The company is ...

The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...

Global IT spending will grow 10.8% to reach $6.15 trillion in 2026, Gartner said in its latest forecast, with AI ...

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

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

Alphabet said Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ...

Feb 4 (Reuters) - Cognizant Technology forecast annual revenue above Wall Street estimates on Wednesday, betting on strong ...