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Microsoft Azure

Microsoft Shows AI Spending Can Drive Faster Cloud Growth and Calm Investors

The company persuaded markets it can monetize AI by reporting faster Azure growth with growing Copilot paid users, with guidance to preserve free cash flow.

128 ARTICLES

4w ago

Memory Shortage Tests Nvidia as Hyperscalers Push Custom Chips and New Financing

12 ARTICLES

last mo.

Microsoft Shares Drop Sharply as Heavy AI Capex Collides With Record Cloud Growth

27 ARTICLES

2mo ago

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

6 ARTICLES

7mo ago

Wedbush Sees $25 Billion AI Boost for Microsoft as Copilot Deployments Scale

Microsoft Azure

Microsoft Shows AI Spending Can Drive Faster Cloud Growth and Calm Investors

Memory Shortage Tests Nvidia as Hyperscalers Push Custom Chips and New Financing

Microsoft Shares Drop Sharply as Heavy AI Capex Collides With Record Cloud Growth

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Amazon Shares Jump After Jassy Puts Hard Numbers on AI Revenue and Chips

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

Wedbush Sees $25 Billion AI Boost for Microsoft as Copilot Deployments Scale