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Microsoft revealed Azure reached $101.9 billion in annual revenue, powering over 30% of total sales. While the lack of margin disclosure sparked mild selling, the milestone confirms Azure's immense s…
Salesforce prepares to report Q2 earnings Wednesday, with analysts closely monitoring whether management reaffirms its second-half organic revenue growth reacceleration. Having rallied 33% since late…
Microsoft trades flat near $480 despite Azure reaching $100B in annual revenue and RPO backlog surging 84% to $678B. While heavy AI capex temporarily pressures free cash flow, robust fundamentals and…
David Tepper's Appaloosa LP revealed its latest 13F filing, keeping Amazon as its top holding and increasing stakes in Alphabet, Meta, and Nvidia. Tepper completely dumped Microsoft and trimmed Micro…
'Big Short' investor Steve Eisman remains long on AI, calling crash warnings premature without concrete data. However, he cautions that tech hyperscalers heavily depend on OpenAI and Anthropic, warni…
JPMorgan raised Microsoft's price target to $625 from $550, citing accelerating Azure growth and Copilot adoption. Analyst sees AI infrastructure spending translating into higher-margin software reve…
Microsoft stock surges above key moving average after strong Q4 earnings showing $90B revenue, 43% Azure growth, and disciplined capex versus AI-spending peers.
Microsoft shares rally past their 200-day moving average after strong Q4 earnings, with $90B revenue, Azure surpassing $100B annual run-rate, and disciplined capex, boosting Wall Street confidence.
Microsoft's Q2 earnings show robust Azure growth (43%) and massive $678B backlog, signaling strong enterprise AI monetization. Meta beat revenue but margins collapsed, free cash flow cratered, and EP…
Meta's Q2 earnings focus on capex plans amid investor concerns over rising AI spending, following Alphabet's guidance hike. Analysts debate whether increased 2026-2028 capex will pressure stock, whic…
Microsoft stock has slid on AI concerns and heavy capex, trading at 23.5x earnings. Despite Copilot lagging ChatGPT, Azure growth (29%) and RPO surge (99%) support long-term bullish fundamentals desp…
Oracle's bold cloud infrastructure revenue forecast fuels an AI-driven chip rally: Nvidia rises 4.5% while AMD and Broadcom jump, lifting the semiconductor index on stronger AI compute demand expecta…