CEO Satya Nadella reported rising interest in cloud and AI sovereignty, which analysts warned could lead to more selective ...

If you believe in Microsoft’s long-term dominance but want a larger margin of safety, you don’t have to buy at market price.

CIOs need to consider their future plans around the technology; it’s a ‘heads I win, tails you lose’ goldilocks situation for ...

Investors crushed Microsoft's stock on Thursday, but the impact on Microsoft's PC business is also bad, as Microsoft believes that both Windows and Surface revenue will fall.

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft is set to report its latest quarterly results after the market closes Wednesday, with traders anticipating a big ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap ...

AI spending may not be paying off all at once, but the early signs suggest Microsoft is laying the groundwork carefully. The market appears willing to give it time, as long as the numbers continue to ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Microsoft reports Q2 fiscal earnings Wednesday. Analysts expect Azure growth of 38.4% and $3.91 EPS. AI spending and ...

META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.

Microsoft's revenue grew 15% YoY, with Q4 2025 growth at 18% and commercial RPOs up 51% to $392B, signaling strong future ...