Microsoft shares dip as cloud growth misses estimates but spending grows
Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...
Microsoft Falls After Reporting Slowing Growth in Cloud Unit
Microsoft Corp. said growth in its cloud-computing business slowed during the last three months of 2024, even as the company ...
Microsoft’s AI business is booming — Xbox, not so much
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...
Microsoft capital expenditures soar in Q2
Microsoft said that its capital expenditures soared in its fiscal second quarter $22.6 billion, up 96% from $11.5 billion a year ago, to support the demand in its cloud and AI offerings. In its slides ...
Evercore is cheering 'blowout' results from Microsoft on this metric
Evercore ISI analyst Kirk Materne is looking past the miss on Azure revenue growth and focusing on a place where he saw "blowout" performance. That's commercial bookings, which were up 75% on a ...
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
Microsoft hit as AI spending in sharp focus after DeepSeek market shock
Microsoft is not only investing heavily in AI but a big shareholder in research-led OpenAI, making the firm heavily exposed ...
Microsoft just added DeepSeek R1 to Azure AI Foundry and GitHub
Microsoft made DeepSeek's groundbreaking R1 AI model available on the Azure AI Foundry platform as well as GitHub.