Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

The cloud computing sector is driving the digital economy through AI, multi-cloud strategies, and sustainability, making it a top investment choice. Therefore, investors can’t afford to miss industry leaders like Microsoft (MSFT),

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the tech vendor’s 2Q 2025 earnings call.

It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors that next-big-thing technologies have an ominous early stage track record.

Microsoft Corporation (NASDAQ:MSFT), with its impressive $3.29 trillion market capitalization, continues to solidify its position as a leader in the technology sector, with its cloud computing platform Azure and artificial intelligence (AI) initiatives at the forefront of its growth strategy.

A U.K Competition and Markets Authority inquiry group on Tuesday provisionally recommended that the regulator should consider investigating Amazon Web Services (AWS) and Microsoft's Azure cloud unit under new digital markets legislation.

The UK’s competition regulator will speed up its investigations in order to try and unlock greater investment into the country, the newly installed chair of the regulator has said. Writing in the Financial Times, Doug Gurr said the agency would make its merger and market investigations “as simple and rapid as possible”.

The fourth-quarter earnings season is underway, and the so-called “Magnificent 7" companies are in focus. The “Mag 7,” the stock market darlings, have soared on the AI craze. The seven stocks are Apple AAPL,

Microsoft operates in several areas where its dominance, ecosystem integration, and innovation create environments with limited competition.

Nvidia, led by boss Jensen Huang (pictured), lost almost $600bn in value, after China claimed its new Deepseek AI chatbot was far more efficient than rivals

Shares of nuclear power providers tumbled on Monday as markets reacted to the success of a Chinese startup’s AI model that challenges the performance of the most advanced American models.