Microsoft is shifting focus to fixing Windows 11 performance and reliability after months of buggy updates, boot failures, ...

AI search startup Perplexity signed a $750 million, three-year deal with Microsoft to run multiple frontier AI models on Azure, diversifying compute access while keeping AWS as its primary cloud ...

Three mega-cap tech companies reported earnings on Wednesday, and the market’s verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. Microsoft ...

The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...

The concern stems from Microsoft's capital expenditures, which have soared to near-record levels. The company spent $88.2 billion last fiscal year and $72.4 billion in the ...

The company claims that thanks to software optimisation and hardware asset management, it can make datacentre kit last six years ...

Microsoft Corporation (NASDAQ:MSFT) is one of the Buzzing AI Stocks on Wall Street. On January 29, Goldman Sachs analyst ...

Hitting 1 billion monthly active users should be cause for celebration in Redmond. These days, though, it feels like every one of them is complaining. Does Microsoft have what it takes to address the ...

OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart ...

Microsoft has reported Q2 fiscal 2026 revenue of $81.3 billion with cloud topping $50 billion for the first time, though OpenAI accounts for 45% of backlog.

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.