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Microsoft launched Dynamics 365 Activate, an AI migration tool targeting Salesforce customers to accelerate cloud CRM adoption. Despite aggressive AI integration, Dynamics 365 revenue growth decelera…
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…
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…
A10 Networks reported strong Q2 results with 15% revenue growth and raised its FY2026 outlook, driven by AI-related demand. A key highlight is the expansion of its strategic partnership with Microsof…
Microsoft's Q4 revenue and EPS beat estimates, driven by Azure's 43% growth and a record $678B backlog. Despite soaring capex and falling free cash flow, strong cloud monetization supports a bullish …
Microsoft's massive $450 billion single-day market cap gain highlights how mega-cap tech continues to drive broader market performance, underscoring MSFT's outsized influence on major indices.
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…