Alphabet burned $9.1 billion in free cash flow, while Microsoft generated $18.6 billion. Microsoft has more room to fund its spending, but the long-term payoff remains uncertain for both companies. I ...
Microsoft shares surged 35% following strong cloud growth while Alphabet fell 7% after missing profit projections and ...
If you already track sleep, workouts and nutrition, biomarker membership services pitch a prevention-first way to monitor ...
Oracle shares surge 13% as the company outlines a $20 billion AI funding cap and $225 billion revenue forecast, easing investor concerns over capital intensity.
Microsoft stock climbed nearly 5% after beating forecasts and spending $6.6 billion less than Wall Street expected.
Microsoft and Amazon report earnings a day apart, testing rival AI strategies of leasing versus building data centers.
Big Tech's AI revenues are soaring, but costs are mounting, cash flow is tightening and Microsoft is offering buyouts to 60,000 employees. Is the AI boom paying for itself?
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is ...
Microsoft opened fiscal 2027 with a blowout quarter: revenue rose 19% to $92.3 billion, operating income climbed 21% to $46.2 ...
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will ...
Microsoft faces scrutiny over whether its $50 billion AI capital expenditures will be justified by accelerating Azure growth ...
Azure growth is expected to stay extremely strong (~44% YoY) while investors are watching whether capex (expected ~$51B) ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results