BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing ...

Microsoft reported strong operating cash flow, but much lower free cash flow due to a massive increase in AI-related capex ...

Tech giants Alphabet, Microsoft, Meta, and Amazon are collectively investing nearly $700 billion in AI infrastructure for 2026, a 60% surge from the previous year. This massive spending on chips and ...

Microsoft stock slid 3.5% as slowing cloud growth, rising AI spending and a broader tech sell-off weighed on sentiment.

If you are wondering whether Microsoft stock is still priced attractively after its long run, this article will walk through ...

Microsoft had strong quarterly results, yet high CapEx on short-lived assets and OpenAI risks temper optimism. Read why I maintain a cautious stance on MSFT stock.

Microsoft is dependent on OpenAI and struggling to sell its own AI-powered products.

Microsoft reported $81.3B in revenue and 29% cloud growth with AI scale, OpenAI stakes, and CapEx risks. Read why MSFT stock is upgraded to strong buy.

Microsoft shares may be due for a breather, according to a new price call ...

Amazon has never spent anything close to $200 billion a year before. But in some ways, the tech and e-commerce titan is back ...

The tech giant's cloud backlog is growing quickly, but can these catalysts live up to the software giant's huge AI-driven ...

Warren Buffett’s often-quoted line about buying when there is blood in the streets is applicable today. Investors shouldn’t ...