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Microsoft plans to expand its global data-center footprint from 12 GW to over 38 GW by 2032. The move responds to severe server shortages and surging AI demand, which previously forced the company to…
Oracle displays a rare call-heavy options skew ahead of earnings despite negative free cash flow. In contrast, cloud competitors Microsoft and Amazon easily fund massive AI capacity expansions from o…
HSBC remains bullish on AI but cautions that hyperscalers like Microsoft face surging capex and near-term free cash flow headwinds. However, strong enterprise demand, accelerating corporate adoption,…
At a Goldman Sachs conference, Microsoft CFO Amy Hood highlighted AI monetization, multi-model strategies, and enterprise trust. She emphasized that Azure dock-to-live deployment times dropped over 5…
Microsoft is emphasizing AI infrastructure efficiency and custom Azure Maia chips to maximize output per watt and dollar. While custom silicon creates long-term margin questions for NVIDIA, Microsoft…
Microsoft shares lag fundamentals despite Azure growth accelerating to 43% and commercial backlog surging 84% to $678 billion. Trading at 26x forward earnings—below its five-year average—MSFT present…
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…
OpenAI launched its GPT-6 Astra AI model, with Microsoft rolling it out to early enterprise customers on Azure. Microsoft also disclosed standalone Azure financials, revealing annual sales surpassed …
Microsoft revealed standalone Azure metrics for the first time, reporting $101.9 billion in annual revenue with 43% quarterly growth. Alongside restructuring into two streamlined operating segments, …
Surging electricity demand from AI data centers is fueling growth for utilities NextEra Energy and Constellation Energy. Constellation serves key hyperscalers like Microsoft and Meta with nuclear pow…
Microsoft is restructuring its financial reporting into two segments: Agents and Infra, and Devices and Consumer. Analysts praise the move for offering cleaner transparency into Azure and AI momentum…
U.S. stocks advanced as crude oil paused its rally near $90. Microsoft agreed to break out Azure sales figures, while Broadcom reported strong Q3 AI demand but disappointed on Q4 guidance. Economic e…
Big tech giants like Microsoft, Amazon, Google, and Nvidia are emerging as resilient plays in quantum computing. Microsoft leverages its Azure ecosystem and topological Majorana 2 processor, offering…
Broadcom is expanding VMware VCF 9.1 to capture private enterprise AI workloads, competing against Nutanix and Microsoft. However, Microsoft Azure continues its strong momentum, surpassing $100 billi…
Chinese AI startup Moonshot AI is in preliminary talks with Microsoft, Amazon, and Google to host its Kimi K3 model on their cloud platforms. However, unresolved revenue terms and looming U.S. regula…
Bill Ackman's Pershing Square exited Alphabet, added Meta, Amazon, and Microsoft, and holds Uber. These megacap tech bets show strong revenue growth and reasonable valuations, positioning the portfol…
Insight Enterprises reported strong Q2 2026 results with 18% gross profit growth and raised FY26 guidance, driven by robust demand for AI infrastructure, cloud services (Microsoft, Google), and hardw…
Bank of America highlights that hyperscaler cloud backlogs exceed $2.3 trillion, up 16% QoQ, justifying massive AI capex. Microsoft, Amazon, and Google backlogs show strong demand, suggesting current…
Amazon completed its $50B OpenAI stake, boosting AWS/Trainium exposure but straining free cash flow amid $220B capex. Microsoft retains primary OpenAI distribution and stronger FCF without the capita…
Microsoft expands Mistral partnership to boost Azure's enterprise AI offering, targeting regulated industries with governance and compliance tools. Strategy strengthens competitive position versus AW…